One Package.
Complete Protection.
With the Legacy Protection Estate Plan, you get a step-by-step system to organize your life—digitally and physically—so everything your loved ones need is in one secure place.
What your Legacy Protection includes
A lifetime vault, estate plan, Blue Binder, and much more
control
Choose who can access your estate documents—and what they can do.
We guide you through assigning trusted individuals to your account, whether it’s a spouse, child, sibling, or advisor.
You stay in full control, deciding who can view information, make updates, or manage specific parts of your plan at any time.
Document
Build your complete end-of-life plan—step by step.
We guide you through the entire process, making it easy to organize everything your family will need. Work at your own pace as you document financial accounts, insurance, and your final wishes.
You’ll also have access to on-demand guidance in the Planning Center, so you can make confident decisions every step of the way.
Co-manage
Share Your Plan with a Co-Owner
Add a spouse, partner, or trusted family member to co-manage your account. Each person has their own dedicated information, while working together in one shared plan.
Unlimited Uploads
Upload copies of important documents so your loved ones never have to search for the files they need. Store tax records, bank statements, titles, insurance policies, wills, marriage licenses, birth certificates, military service records, personal notes, and more. (Files up to 40MB each).
Secure, encryption
Your privacy is our top priority. Store and share your records and wishes with the confidence of industry-leading security features.
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.
Protecting Information
It’s more than organizing paperwork.
It’s about protecting your most valuable information, documents, logins and passwords while leaving your family a road map with everything they need when they’ll need it most.
With a vault...
Important information is never scattered, lost, or overlooked when it matters most.
Whether you’re preparing for a trip or building your full estate plan over time, you can start quickly and update as you go.
Life changes—and your plan should too. Easily edit and add information anytime with 24/7 access.
This isn’t just documents. It’s everything your family needs to know—final wishes, digital accounts, pet care, and more.
Paperwork can be misplaced, damaged, or destroyed. A secure digital archive keeps everything safe from life’s unexpected events.
Your information is encrypted and protected. Only you and the people you authorize can access it—no one else.
Decide who sees what—and when. Share information on your terms, not all at once.
No matter where your family lives, they can instantly access what they need—when they need it.
Get simple, helpful resources to make confident decisions as you build your plan.
Know everything is organized, protected, and ready—so your family isn’t left guessing.
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.