The most comprehensive estate plan ever!
Documents written by expert estate planning attorneys, customized to fit your needs
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Estate Planning Made Simple and Accessible
Protecting your family shouldn’t come with a hefty price tag. Unfortunately, many families go without an estate plan because the cost of traditional attorney fees feels out of reach.
That’s why we created this platform—to provide everyone with access to affordable, attorney-drafted solutions designed to safeguard your loved ones and bring you peace of mind. Our innovative software simplifies the complexities of the legal process, making estate planning effortless and stress-free.
Software designed by Expert Estate Planning Attorneys
Our platform brings together the expertise of seasoned estate planning attorneys and cutting-edge technology specialists to make comprehensive estate planning accessible to everyone. With thousands of hours dedicated to crafting these attorney-backed documents and our user-friendly software, we’ve created a seamless solution that simplifies the process. Now, protecting your family’s future is so straightforward, anyone can do it.
"Our attorneys have worked tirelessly to make
sure these documents are compliant in all 50 states.
So you can have a comprehensive estate
plan, and know that it was done right!
-Mark K. CPA, JD.
Listen to Our Latest Podcast: Protect Your Legacy with the Right Estate Planning
"What a great experience this has been!
We really appreciate your patience and thoroughness through this process. You have helped us understand what we need to do.
Thank you for finding solutions to our unique problem, and for your helpful and professional attitude every step of the way."
Angie and Albert
Satisfied Customer
Simplify Estate Planning the Way You Simplify Taxes
Made Easy for Everyone
We believe "legalese" creates unnecessary barriers between you and your estate plan—and we’ve eliminated it. Our process is designed to be straightforward and easy to understand, using plain English every step of the way.
With our simple, step-by-step interview and helpful pop-ups to explain estate planning terms, you don’t need any prior experience to create a plan tailored specifically to your needs. We make estate planning accessible for everyone—just like it should be.
Fast and Hassle-Free: Get Your Plan in About 1 Hour
You could be printing your plan in about an hour. Our revolutionary technology streamlines the interview process and our servers compile your documents as you complete questions.
You can print your complete plan as soon as you finish the interview, no waiting.
Affordable and Accessible:
Our innovative technology makes expert estate planning affordable by sharing the cost of hiring top attorneys across thousands of users. With this approach, you get high-quality, attorney-drafted estate plans at a fraction of the price.
to ensure your plan stays current. Need to make changes? No problem—we never charge extra for revisions. Everyone deserves the best, most up-to-date estate plan, without breaking the bank.
Flexible: Tailored to Fit Your Unique Needs
Our estate planning documents are crafted by attorneys with decades of experience assisting thousands of families across the country. Whether your family situation is simple or complex, no matter your assets or specific wishes, our platform gives you the tools to create a plan that’s right for you.
With our technology, you’re always in control. Build a plan that fits your needs and preferences, ensuring your family’s future is exactly how you envision it.
WALL STREET JOURNAL SMART MONEY MAGAZINE, January 2012.
"If you have some assets (maybe just a car and some nice furniture) or minor children, you still need an estate plan --even if taxes are not an issue."
Trust
A Revocable Living Trust allows you to set clear instructions for managing and distributing your assets, ensuring your wishes are carried out exactly as you intend.
Privacy
Unlike a will, a trust avoids probate, keeping your family’s affairs out of the public eye and safeguarding their privacy.
Secure
Our attorney-drafted plans are designed to protect your family’s future, ensuring your assets are handled securely and your loved ones are cared for in any situation.
Revolutionary Technology:
Guides you step by step to create your customized estate plan
Answer simple questions in plain language.
If you don't have a plan,
The government does...
(and it will cost you)
Without an estate plan, the government steps in with a "one-size-fits-all" solution that may not align with your wishes. This default plan is often slow, costly, and completely
public, exposing your family’s affairs to scrutiny.
Don’t leave such important decisions to a system that doesn’t know your family or your values. Take control today. Protect your loved ones, your assets, and your peace of mind with a personalized estate plan tailored to your needs.
I am a single mom that worried my kids would be sent to foster homes if something happened. THANK YOU for making this so affordable. No I know my children will always be in a good home
Tiffany
Arizona
My dad planned ahead and got an estate plan. It made things so much easier for the family adther he was diagnosed with Alzheimers. When he finally passed, we knew we were able to honor him as he wished.
Steve E
Virginia
How to buy:
Thank you for your interest in getting your estate plan! Our software is licensed to many financial professionals, investment advisors, agents, and financial institutions across the United States for their clients use.
To make a purchase on this site, please use the link provided to you by a licensed financial professional. If you do not have a link (e.g. found us on a web search) click the request info button.
If you are a financial professional and are looking to add our software to your product line, please click the request info button.
Once you have your link, you will only need to enter it once and the system wil remember. (You must have cookies enabled to use this site).
If you already own a Estate Plan, you can just login and our system will automatically refresh the link. If you have link, but it does not seem to be working, please click the request link button for support assistnace.
COMPREHENSIVE
ESTATE PLAN
Revocable Living Trust
Income Only Option
A/B Trust Option
Spendthrift Provisions
IRA "Look-through"
Last will / testament
Certificate of Trust
Financial Power of Attorney
Healthcare Power of Attorney
Living Will
Advance Directives
Online Funding Kit
Unlimited Funding Letters
Online Document Vault*
Unlimited Changes*
Unlimited Updates*
Unlimited Restatements*
1st year account subscription included ($129.95
*Unlimited access to make changes and restatements with an active account
*Update and Changes and Restatements are at no extra cost every 12 months
About Us
Estate Planning Has Never Been Easier or More Affordable!
The days of complicated, time-consuming, and expensive estate planning are over. With our innovative platform, you can create a personalized, attorney-drafted estate plan in just a few simple steps—quickly, affordably, and on your schedule.
Protecting your family and securing your legacy has never been more straightforward. The time to plan is now—your peace of mind awaits!
Fully Customizable, Attorney-Drafted Plans at Your Fingertips
Say goodbye to long waits, unnecessary travel, and sky-high lawyer fees. Our platform puts a fully customizable, attorney-drafted estate plan right at your fingertips.
Create your plan from the comfort of your home, on your schedule, and tailored to your unique needs. It's estate planning reimagined—affordable, convenient, and designed for you.
Build Your Estate Plan Portfolio from the Comfort of Your Home
Our cutting-edge technology brings estate planning to you, making it easier than ever to create your customized Estate Plan Portfolio right from your own home.
No office visits, no hassle—just a simple, secure, and convenient way to protect your family and your future. Start building your plan today, on your terms!
Find out more in these Podcasts we were invited to_
Decades of estate planning experience, plus years of software
development, coming to put a comprehensive Estate Plan, Customized to the needs of your family, in your hands in just a few minutes
Software Licensed from / Powered by Estate Doc Prep
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