Estate Planning Made Easy

Expert-led online technology delivers affordable state-specific estate planning documents nationwide.

Estate Planning Gap Leaves Families Vulnerable

Do these sound familiar?

Delaying Important Conversations with Family
Feeling Overwhelmed by Complexity
Distracting Yourself with Less Important Tasks
Fear of Making Mistakes or Failing
Worrying About Future but Not Taking Action

We believe your family deserves financial, emotional, and legal protection so they can thrive in your absence. You shouldn’t fear leaving them vulnerable to taxes, legal battles, or unclear wishes. We stand for clarity, security, and peace of mind because every family deserves a future safeguarded with intention and love.

Get Unconditional Protection For Your Family's Future

I know the sleepless nights you’re experiencing—that quiet, gnawing anxiety about what happens to your family if something unexpected occurs. You’re the primary protector, yet you feel completely unprepared. The fear that one wrong move could leave your loved ones vulnerable, financially exposed, and potentially torn apart by legal complexities. We’ve watched countless families get blindsided by a lack of planning, and we understand that this isn’t just about legal documents—this is about your legacy of love.

We’ve helped many families create estate plans that shield their loved ones from financial chaos, legal battles, and tax burdens. From complex, multi-million-dollar estates to modest ones, our process ensures every penny goes where it should, saving families millions in taxes and fees. Clients feel immediate relief after completing their plans. We don’t just draft documents—we craft legacies that last.

I procrastinated for too long, anxious that I was failing my family without a proper estate plan. Once I took action, the relief was immense. I’m excited to help you avoid that stress and secure your loved ones’ future.

What We Do For You

Document Prep

A comprehensive estate plan requires several essential documents including a will or trust to control asset distribution after death, name guardians for minor children, and potentially avoid probate. Powers of attorney for both healthcare and financial matters ensure trusted individuals can make medical and financial decisions if you become incapacitated, while advance directives outline your specific wishes for end-of-life care.

Trust Funding

We create a comprehensive inventory of all assets, including real estate, bank accounts, investments, and personal property. We guide you through retitling these assets from your name to your trust’s name, including changing account ownership and updating beneficiary designations for insurance policies, IRAs, and 401k plans. We work with financial institutions to establish new trust accounts, provide certificates of trust, and execute assignment documents.

Deed Transfer

This involves transferring property deeds into trusts or other legal entities as part of the estate planning process. Proper deed transfer ensures that real estate assets are included in your estate plan, facilitating smoother transitions and potentially avoiding probate complications. People often forget or neglect to complete the crucial step of transferring their property deeds into their trust through proper recording at the county courthouse.

What to Expect from Us

Save Thousands

You pay only for the services you need at a fraction of the cost lawyers charge, making estate plans accessible and affordable for everyone.

Only Five Days

Simple, online technology yields fast turnaround time, so you can complete an estate plan quickly without sacrificing quality.

Trust Funding

From preparation to filing, we help with all your property deed transfers and account retitling, ensuring your trust is properly funded and probate-protected.

Stress-Free Estate Solution

Step 1:
Zoom Meeting

Scehudule a convenient Estate Consultation Zoom meeting. We'll discuss your goals, answer any general questions about estate planning, and book the next meeting.

Step 2:
Answer Questions

On a Zoom meeting, you fill out an online questionnaire. You decide who, what, when, and how your beneficiaries receive your assets, and who will have Powers of Attorney.

Step 3:
Sign & Notarize

Within five days of completing the questionnaire, you'll receive a fully customized, state-specific, and legally sound estate plan that protects your family’s future.

Here’s What You Will Get

Wills, Trusts, and POAs: State-specific, planned appropriately, and legally protected.
Human Expert Review: Clear, easy-to-understand overview of the entire estate plan, which allows you, your beneficiaries, and other trustees to better understand the plan
State-Specific Compliance: plans are tailored to meet your state's legal requirements, meaning your estate plan will be legally valid.

Quick Turnaround Time: Estate plans are completed within 5 days, with an option for 24-hour rush service if needed.
Ongoing Support: We provide continuous guidance through the estate planning process, helping you feel confident and informed about your decisions.
Visual plan summary: You receive a clear, easy-to-understand overview of the entire estate plan, which allows you, your beneficiaries, and other trustees to better understand the plan.

Affordable pricing: Achieve peace of mind knowing you’ve secured your legacy at a fraction of the cost typically charged by estate planning attorneys.
Deed Prep and Filing: Property deeds are correctly transferred into trusts as part of the estate plan. Assets will be correctly titled, preventing issues with trust funding.
Regular Updates: Easily update or adjust your estate plan as life circumstances change (e.g., marriage, children).

To get all this and more…

Estate Planning Made Easy

Estate Planning Gap Leaves Families Vulnerable

Get Unconditional Protection For Your Family's Future