Find Out What Your Estate Plan Is Missing in 60 Seconds
Most people already have a plan the government’s planand it’s slow, expensive, and public. Take the quick quiz to see if you need a Will, a Trust, Powers of Attorney, or Advanced Directives.
- Probate can take months and add thousands in fees
- Choose who makes decisions if you’re incapacitated
- Keep your family’s information private
What You’ll Get After the Quiz
A simple roadmap to your complete plan based on attorney-drafted documents and best practices.
Your Plan Readiness Score
Instant guidance on whether you need a Will, Trust, Powers of Attorney, and Advanced Directives.
Life’s 4 Must-Haves
Durable Financial POA • Healthcare POA • Advanced Directives • Revocable Living Trust (for everyone).
Complimentary Strategy Call
Review results and next steps with a licensed advisor—no obligation.
Why Families Choose This Approach
Built to be easy, fast, secure, and flexible without sacrificing legal quality.
Easy
Plain-English steps no “legalese”.
Fast
Create documents quickly with guided interviews.
Affordable
Attorney-drafted documents without hourly fees.
Flexible
Customize distributions and guardianship.
Secure
Encrypted access and private records.
Protections
Spendthrift provisions + sub-trusts for children.
Our 3-Step Estate Planning Process
From decisions → documents → funding organized and stress-free.
Step 1 Complete Will & Trust Package
Interview, input data, and generate attorney drafted documents.
Step 2 Funding Assets
Move assets into the trust, update titles/beneficiaries, and notarize.
Step 3 Completely Organized
Review annually; keep everything accessible in your secure vault.
* Informational only; not tax, legal, or accounting advice. Consult your professional advisors.
What You’ll Learn
Core topics we cover in your results & strategy call.
Wills vs. Trusts
Why a Will doesn’t avoid probate and when a Living Trust makes sense.
Incapacity Planning
Who makes healthcare & financial decisions if you can’t.
Family & Beneficiaries
Protect children (including special needs) and avoid disputes.
Probate & Privacy
Reduce delays, costs, and keep details out of public record.