Estate Planning
Millions prepare & file taxes online, now you can prepare your estate too...
People have been doing their taxes with software at home for decades. We took this idea and applied it to an equally complex area, creating a Revocable Living Trust and Estate Plan.
We have eliminated the expense, time, and complexity from the process. A simple interview asking you questions in plain language allows our system to tailor your plan to your needs.
Estate planning for everyone...
The US legal system is expensive, but protecting your family shouldn't be. Many people don't have an estate plan because they can't justify many hours of attorney fees.
We built this site to solve this problem; because everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind. The law is complex, our software makes it easy.
Easy: Built for you and me
We hate "legalese". It is an un-needed barrier between you and your plan. We work in plain english, just like you! Follow a simple step by step interview with "pop-up help" to explain specific terms unique to estate planning. You don't need any experience to build a plan customized to you!
Fast: No more waiting
You could be printing your plan in about an hour. Our revolutionary technology streamlines the interview process and our servers compile your documents as you complete questions. You can print your completed plan as soon as you finish the interview, no waiting!
Affordable:
Our technology saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with an active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes.
FLEXIBLE
Our documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest option is at your fingertips. Our technology allows you to build what you want and keep you in control.
Privacy
Privacy for you and your family is important. Most people do not know that a simple Last Will and Testament leaves you exposed. Every asset becomes public record. This complete loss of privacy often attracts unwanted attention from outsiders when families are already dealing with the loss of a loved one. With a funded Trust, you not only keep control, you keep everything private.
Secure
Your information is important to us. We never share your data unless you authorize it. All communications utilize SHA256/RSA 4096bit keyed SSL encryption, all data is encrypted in transit and at rest with sensitive data encrypted at 4096 bits. Independent analysis by SSL labs has given our security an "A" rating.
If you don't have a plan,
The government does...
(and it will cost you.)
If you don't have a plan in place, the government has a "one-size-fits-all" plan they will impose for you. This plan is slow, expensive, and completely public.
Don't let this happen to you and your family. Get a plan in place to protect your family, your assets, and your peace of mind.