Blue binder
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
"It's done!"
"Got my book shipped to me in just 5 days, it was ready to notarize and within 2-weeks my trust was completely done" - Nathan
Ship your Blue Binder
Complete the shipping label form, and we'll mail you a printed
Blue Binder Estate Plan, ready to be notarized and funded.
This is a complimentary service with the Complete Package
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.
FAQs
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.