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What is the Estate Doc Prep?
Estate Doc Prep is an innovative platform that simplifies estate planning. We provide affordable, attorney-drafted documents that you can customize and complete from the comfort of your home. Our goal is to make estate planning accessible, fast, and stress-free for everyone.
Why do I need an estate plan?
An estate plan ensures your assets are distributed according to your wishes, protects your family’s privacy, and avoids the delays and costs of probate. Even if you only have modest assets or minor children, having a plan in place provides peace of mind and financial security.
How does the process work?
Our process is simple:
- Complete an easy step-by-step online interview.
- Answer questions in plain language with the help of our pop-up explanations.
- Download and print your fully customized estate plan immediately after finishing the interview.
Are the documents legally valid?
Yes, all of our documents are prepared by experienced estate planning attorneys and comply with the laws in your state.
What does the estate plan include?
Our comprehensive estate plans include a Revocable Living Trust, Pour-Over Will, Financial Power of Attorney, Healthcare Power of Attorney, and instructions for funding your trust.
Can I update my documents in the future?
Yes! With an active account, you can make unlimited updates to your plan at no additional cost, ensuring your documents remain up to date as your life changes.
How secure is my information?
Your privacy is our priority. Our platform uses industry-leading encryption and security measures to ensure your personal and financial information is protected.
Do I need to install any software?
No, our platform is entirely web-based. You can access it from any device with an internet connection—no downloads required.
Are there any additional fees?
No additional fees! We don’t charge for revisions, updates, or consultations through our platform.
Is the estate plan customizable?
Absolutely! Our interview process allows you to tailor your plan to your unique needs, including specific family situations, assets, and bequests.
Can I get help during the process?
Yes, our team of Estate Plan Coordinators is available to assist you if you have questions or need guidance during the process.
Will my estate plan avoid probate?
Yes, our Revocable Living Trust is designed to help you avoid the delays and costs of probate, ensuring a smoother process for your loved ones.
What happens if I don’t have an estate plan?
Without an estate plan, the government imposes a default "one-size-fits-all" plan, which can be slow, costly, and public. Protect your family by creating a personalized plan today.
How do I start creating my estate plan?
Click the "Get Started" button on our website, create an account, and begin the step-by-step interview. It’s that easy!
How long does it take to complete an estate plan?
Most users complete their estate plans in about an hour.
What should I know about the terms of service?
By using our platform, you agree to our terms and conditions, which include details about our services, refund policy, and your responsibilities in the estate planning process. Be sure to review our Terms and Conditions page for full details.
Is Estate Doc Prep a law firm?
No, Estate Doc Prep is not a law firm. While our documents are attorney-drafted, we provide self-help tools for estate planning and do not offer legal advice. For specific legal concerns, consult with an attorney.
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