Blue Binder Estate Plan
Everything in Essential Will and Trust, plus the professionally organized physical Blue Binder, shipped to your door.
Working Together
Why a trust and a will?
Having both a Trust and a Will ensures your estate is fully protected. A Trust lets you manage and distribute assets efficiently during your lifetime and after, avoiding probate and maintaining privacy. A Will complements it by covering any assets not included in the Trust and naming guardians for your children.
Together, they create a complete plan, giving you peace of mind that your wishes will be carried out exactly as intended.
Without a trust...
Your assets may go through probate, which can be time-consuming and costly.
Beneficiaries might not receive assets on your schedule—you lose control over timing.
Privacy is limited, as probate records are public.
There’s less protection for minor children or those who may need long-term financial oversight.
Without a will...
The state decides how your assets are distributed, which may not match your wishes.
Guardians for minor children won’t be legally designated, leaving decisions to the court.
Loved ones may face confusion, delays, or legal disputes.
Special wishes, like charitable gifts or personal keepsakes, may not be honored.
Attorney-designed plans—tailored to fit your life.
Includes a Trust and Will.
Not sure what's inside an estate plan? Review the protections we've built to secure your legacy.
Trust
Your complete plan to protect and transfer your assets—without the delays of probate.
A Trust helps your loved ones avoid unnecessary time, costs, and court involvement.
Everything you need, all in one place—including the documents below.
included
Revocable Living Trust
The foundation of your estate plan—giving you control over how your assets are managed, used, and distributed during your lifetime and after.
Schedule of Assets
A clear list of the assets held in your Trust and governed by its terms—easily updated as you add or remove assets over time.
Certification of Trust
Share this document with third parties instead of the full Trust. It summarizes the Trust’s key provisions without disclosing other personal information.
Last Will & Testament (Pour Over Will)
Your final wishes for your dependents and arrangements, including the specific details outlined in your Trust.
HIPAA Authorization
Authorizes designated individuals to access your protected health information for specific purposes.
Living Will
Outline your healthcare and medical treatment preferences to guide decisions if you are ever unable to make them.
Power of Attorney
Designate an agent to handle your personal, financial, and medical affairs if you are unavailable or incapacitated.
Will
Cover the essentials—who will care for your children and what happens to your assets.
Get the core pieces of an estate plan, including clear instructions for your healthcare wishes and final arrangements.
Create customized, state-specific documents that reflect your decisions—all in one place, including the documents below.
included
Last Will & Testament
Your final wishes for your possessions, dependents, and arrangements.
HIPAA Authorization
Authorizes trusted individuals to receive your protected health information for specified purposes.
Living Will
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Power of Attorney
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Blue binder included
Your Estate Complete & Organized
Blue Binder
High-quality, padded binder complete with your estate plan
Shipped within 10 business days
Here's what you get:
Premium high-quality, padded Blue Binder
Organize all important estate documents
Easy access for your family when needed
Protect critical paperwork for generations
Order additional copies
Total value: $299
Today Just $249 (Included Free)
Estate Planning
Estate Planning delayed is family protection delayed
Our guided online platform makes creating or updating your will or trust
simple and straightforward—completely on your own schedule.
Create your trust & will.
A trust lets you protect and transfer your assets efficiently, keeping your loved ones out of probate court.
Trusted by homeowners
Includes all Will documents
Effective immediately while you’re living
Store your documents.
Our online digital vault securely stores all your important—and less critical—documents, giving you full control over who can access them.
Easy, quick access available 24/7
Full control to manage individual user access
Secure storage for documents and end-of-life plans
Our Support
Helping you every step of the way.
Support that grows with you
Expert tools created by legal professionals, designed to help you handle the details confidently—no matter where life takes you.
Guidance you can rely on
We simplify estate planning into manageable steps and provide member support, proactive updates, and expert resources as your life evolves.
Affordable now, valuable forever
Start your estate plan without breaking the bank, and maintain it easily over time.
Security you can trust
Bank-level encryption and secure sharing keep your important documents protected—accessible when you need them most.
Select your plan
Which plan fits your needs?
Review your options here. No subscription required.
Essential Estate Plan
The complete digital estate plan. Every essential document is organized in one secure online portal.
Revocable Living Trust + Last Will And Testament
Financial + Medical Power Of Attorney
Healthcare Directive + HIPAA Forms
Personal Property Memorandum
Email login to your secure portal immediately after purchase
Legacy Protection Estate Plan
The complete family protection system. Documents, a physical binder, and the secure digital vault for everything your family will need.
Everything included in the Blue Binder Estate Plan
The Legacy Vault digital storage system
Secure repository for passwords, account information, and final wishes
Store family memories, personal messages, and important instructions
A complete roadmap your loved ones can access when it matters most
🎁 BONUS: Free Assembly + Shipping To Your Home - Our internal team puts the binder together and ships it directly to your door. You don't lift a finger
Blue Binder Estate Plan
Everything in Essential Estate Plan plus the professionally organized physical Blue Binder, shipped to your door.
Everything included in the Essential Estate Plan
Professionally organized, tabbed physical Blue Binder
Shipped straight to your home, ready for your family
Every document is organized in one labeled location that your family can find
🎁 BONUS: Physical Blue Binder Delivered Straight To Your Home - Assembled by our internal team and shipped to your door, ready for your family.
Testimonials
Smart estate planning.
Real peace of mind.
"After watching what my family went through when my father passed away, I knew I never wanted my children to face the same challenges. Probate took far longer than we expected, created stress during an already difficult time, and left us searching for documents and answers when we should have been focusing on family.
Blue Binder Estate Plans gave me a simple way to get everything organized and documented. Now I have peace of mind knowing my wishes are clear and my children will have the information they need. I hope they never need it, but if they do, I know things will be much easier for them than they were for us."
— Robert K., Arkansas
"With six kids under the age of 10, my wife and I knew we needed an estate plan, but the thought of hiring an attorney and spending thousands of dollars kept pushing it to the bottom of our list. Blue Binder Estate Plans made it simple, affordable, and easy to complete from home.
The biggest relief was knowing we could clearly document our wishes, guardianship decisions, and important information for our children. Having everything organized in one place gives us tremendous peace of mind. As parents, protecting our kids is our top priority, and this was one of the most important things we've done for our family."
— Ryan & Sarah M., Minnesota
"As a single guy in my late 50s, I knew I needed an estate plan, but I always assumed it would be expensive and take a lot of time. Blue Binder Estate Plans made the process simple and straightforward. I was able to complete everything from home and finally get my affairs organized.
The binder and digital vault gave me confidence that my important information, documents, and wishes are all in one place. It feels great knowing my family won't be left guessing or scrambling to find things if something happens to me. The peace of mind alone made it worth it."
— Michael S., Idaho
"We wanted an estate plan but kept putting it off. Blue Binder Estate Plans made it easy, affordable, and stress-free. Now everything is organized, and we have peace of mind knowing our family will know exactly what to do when the time comes."
— David & Lisa R., California
"As a 55-year-old single woman, estate planning was something I knew I needed to do, but I kept putting it off. Every time I looked into hiring an attorney, it felt expensive, complicated, and honestly a little intimidating. Blue Binder Estate Plans made the entire process simple and easy to understand.
I was able to complete my plan from the comfort of my own home, at my own pace, without feeling pressured or overwhelmed.
The questions were straightforward, and I appreciated knowing that everything was customized for my state. What really impressed me was how organized everything was. The Blue Binder gave me a single place to keep my important documents, instructions, and information for my family.
For the first time, I feel confident that my wishes are documented and that my loved ones won't be left guessing if something happens to me. The peace of mind alone was worth every penny. I highly recommend Blue Binder Estate Plans to anyone who has been putting off estate planning like I did."
— Susan M., Washington
"My wife and I had talked about getting our estate plan done for years, but we never seemed to find the time. Blue Binder Estate Plans made the process surprisingly simple. We completed everything from home, at our own pace, and felt confident every step of the way.
What we loved most was having everything organized in one place. The binder gives us peace of mind knowing our family will have clear instructions and access to important information when they need it most. It was affordable, easy to use, and something we wish we had done years ago."
— Howie & Sarah M., Texas
The gold standard in online estate planning and settlement.
Questions We Hear Most Often
What is a Will?
A Will is a legal document that outlines how you want your assets distributed after your death. It can also name guardians for minor children and specify your final wishes.
What is a Living Trust?
A Living Trust is a legal arrangement that allows your assets to be managed during your lifetime and transferred to your beneficiaries after death, often without going through probate court.
What is the difference between a Will and a Trust?
A Will only takes effect after death and generally goes through probate. A Trust becomes effective immediately once funded and can help avoid probate, provide privacy, and simplify the transfer of assets.
Do I really need an estate plan?
Yes. Estate planning helps protect your family, clarify your wishes, avoid unnecessary court involvement, and simplify the transfer of assets. Without an estate plan, state law determines how your property is distributed.
Is this legally valid in my state?
Yes. Your documents are prepared using attorney-approved software and customized based on the laws of your state. Once properly signed and notarized according to your state requirements, they are legally valid.
Are attorneys involved in the process?
Our platform is not a law firm and does not provide legal advice. Your documents are generated through professional estate planning software designed to comply with state-specific requirements.
What information do I need before starting?
Most customers complete their estate plan in less than an hour. You’ll generally need:
Names of beneficiaries
Names of trustees or executors
Basic information about your assets
Guardianship information for minor children
How long does the process take?
Most customers can complete the online questionnaire in 20–45 minutes. After submission, your completed documents are typically delivered within a few business days.
What documents are included in my estate plan?
Depending on the package selected, your estate plan may include:
Last Will and Testament
Revocable Living Trust
Financial Power of Attorney
Medical Power of Attorney
Healthcare Directive/Living Will
HIPAA Authorization
Certification of Trust
Do I need to notarize my documents?
Many estate planning documents require notarization and/or witnesses depending on your state. We provide signing instructions to help ensure your documents are properly executed.
What happens after I receive my documents?
Once signed, you should:
Store originals in a safe location
Share copies with trusted individuals
Fund your trust by transferring eligible assets into it
Review your plan periodically as life changes occur
Can I make changes to my estate plan later?
Yes. Most revocable living trusts and wills can be updated as your life circumstances change, such as marriage, divorce, new children, or major financial changes.
Does a Trust protect my assets from nursing homes or lawsuits?
A standard revocable living trust is primarily designed to avoid probate and manage assets efficiently. It generally does not provide asset protection from creditors, lawsuits, or long-term care expenses.
Is my information secure?
Yes. We use secure technology and encrypted systems designed to protect your personal and financial information throughout the process.
How is this different from hiring a local attorney?
Our online process is designed to provide a faster, more affordable, and convenient way to create foundational estate planning documents. Customers who need complex legal advice or advanced planning strategies may still benefit from consulting a licensed attorney.
What happens if I lose my binder?
No worries! If your binder is lost, damaged, or misplaced, just contact us at [email protected] and we can help you get a replacement. Depending on your program or package, replacement options may vary, but we’ll make the process as easy as possible so you can get back on track quickly.