ESTATE PLANNING, REIMAGINED.
Choose Your Plan
Is a Will or Trust right for your needs?
WHAT'S INCLUDED IN AN ESTATE PLAN
▷ Watch: Will vs. Trust (1:55)
A Will
A state-specific legal document recording your wishes — who receives your assets, who cares for your minor children and pets, and your other end-of-life preferences.
Healthcare Directive
Ensures your end-of-life care wishes are honored and authorizes someone you trust to make medical decisions if you become incapactiated.
A Trust
A legal agreement where assets are held in your Trust's name and distributed per your wishes. Ideal for assets over 350k, blended families, or business owners. Avoids probate and offers more privacy than a Will.
Power of Attorney
Gives someone you trust the authority to manage your assets, finances, and other responsibilities if you become incapacitated
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Will
$134
$179 (One Time)
A Will Plan is the right choice for:
Straightforward assets
Assets under $350K
You need something quick and easy
Probate is not a big concern
What You Get
Last Will and Testament
Power of Attorney
Healthcare Directive
Personal Messages For Loves Ones
VS
Trust
$359
$479 (one Time)
A Trust Plan is the right choice for:
Multiple properties and/or complex assets
You have a blended family
Control when beneficiaries receive assets
Want to keep assets private to avoid probate
What You Get
Revocable Living Trust
Pour-over Will
Power of Attorney
Healthcare Directive
Personal Messages For Loves Ones
About how much are your total assets?
$350K – $1M
Under $350K
$1M – $2M
$2M – $5M
5m-plus

A Trust is the best fit for your situation
Based on your answers, a Trust is recommended
Trust Plan
General Support Included
$479
one time

Revocable living trust

Pour-over Will

Durable Power of Attorney

Healthcare Directive

Messages to your loved ones
BOTH A WILL AND A TRUST COULD WORK FOR YOU
You don’t require a Trust, but you may benefit from one if control and flexibility are important to you.
Will
$179
Names guardians and directs who receives your assets
Best for families with children or straightforward assets
Completed in a single guided session
Affordable, no attorney meetings required to start
Simple instructions; update anytime
May go through probate
Not ideal for multi-state property
Start a Will-Based Plan
VS
TRUST
$479
Manages assets during life and after; can help avoid probate
Ideal for larger estates, blended families, or added control
More detailed, but still step-by-step and guided
Affordable, no attorney meetings required to start
More detailed control; easy updates
Often helps avoid probate
Helpful for managing property in multiple states
Start a Trust-Based Plan
A simple Will is likely sufficient for you
Based on your answers, your situation is straightforward and does not require a Trust.
Will Plan
General Support Included
$279
one time

Last Will and Testament

Financial Power or Attorney

Healthcare Directive

Personal messages for your loved ones





