Plan & grow
An estate plan gives your family direction when they need it most. Put decisions about your property, care, and loved ones in writing so less is left to guesswork.
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Guided online wills and trusts, with attorney support available.
Create documents to name beneficiaries, choose guardians, and record your wishes. A short questionnaire helps you find a plan for your situation.
Wills and trusts with DIY or attorney-assisted options.
Start your estate plan by answering questions online in ~15 minutes. Every plan includes a last will and testament or living trust, plus an advanced healthcare directive, financial power of attorney and HIPAA authorization. Attorney-assisted packages add unlimited revisions and one year of unlimited 30-minute consults.
They serve different purposes, and the right mix depends on your property, family, goals, and state law. A will commonly names an executor and can name guardians for minor children. A trust can be useful in some situations, but it is not automatically needed. Get legal advice when your situation is complex.
Online tools can help people create documents for straightforward situations, but they do not replace legal advice for every family. Ask a lawyer about tax questions, a blended family, a business, property in more than one state, special-needs planning, disputes, or any uncertainty about state requirements.
Review your estate documents and beneficiary designations after a marriage, divorce, birth, death, move, major purchase, or other change in who you want to make decisions or receive property. Keep signed documents where the people you trust can find them.
Accounts such as retirement plans and life insurance often pass to the named beneficiary under the account agreement. Review those forms separately from your will so that the designations reflect your current wishes. Ask the account provider or a lawyer when the rules are unclear.
