FAQ
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.
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.
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.
Yes, all of our documents are prepared by experienced estate planning attorneys and comply with the laws in your state.
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.
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.
Your privacy is our priority. Our platform uses industry-leading encryption and security measures to ensure your personal and financial information is protected.
No, our platform is entirely web-based. You can access it from any device with an internet connection—no downloads required.
Our pricing is transparent and affordable. You pay a one-time fee for your estate plan, with no hidden charges. We also provide free updates for active accounts.
10. Are there any additional fees?
No additional fees! We don’t charge for revisions, updates, or consultations through our platform.
Absolutely! Our interview process allows you to tailor your plan to your unique needs, including specific family situations, assets, and bequests.
Yes, our team of Estate Plan Coordinators is available to assist you if you have questions or need guidance during the process.
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.
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.
Click the "Get Started" button on our website, create an account, and begin the step-by-step interview. It’s that easy!
Most users complete their estate plans in about an hour.
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.
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.
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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