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.

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.

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.

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.

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.

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.

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

Most customers can complete the online questionnaire in 20–45 minutes. After submission, your completed documents are typically delivered within a few business days.

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

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.

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

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.

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.

Yes. We use secure technology and encrypted systems designed to protect your personal and financial information throughout the process.

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.