We’re working on building a Learning Management System to walk you through the Estate Planning Process and we need to tweak the intake form and some software integrations, and hopefully, we’ll have it ready for beta testing in a few day. Written on April 3, 2025.

Will Plan

Create Your Last Will and Testament

Register and fill out the form to create or Last Will and Testament and other documents to care for your family

Create Your Estate Plan
  • Register
  • Account Information
  • Client Information
  • Beneficiaries
  • Asset Information
  • Legal Declarations
  • Final Acknowledgement
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Estate Plan

Trust Plan: $750.00

Payment

Will Plan

Benefits

  • Nominate child and/or pet guardians
  • Decide who will handle your affairs
  • Leave specific gifts (money, possessions, property, etc.)
  • Determine how your assets will be distributed
  • Exclude individuals from receiving your property
  • Specify your final arrangements
  • Note any special requests
  • Decide what should happen in a medical emergency
  • Designate healthcare agents
  • Grant trusted individuals access to your medical records

Documents

  • Last Will and Testament
  • HIPAA Authorization
  • Advance Healthcare Directive (aka Living Will)
  • Power of Attorney

Learn about Estate Planning