A New Way to Do Estate Planning
Estate Planning in less than an hour:
We understand that the legal landscape is changing, and many people are looking for smarter, more modern ways to create legally binding documents. We offer two easy, affordable, and accessible options to get Your Estate Plan done- in less than an hour!
We handle all the details:
Sit back and relax with our Done-For-You option.
This isn't AI, a real-life person does all your documents to ensure they are done correctly and to your unique life and situation.
Super Easy:
Fill out our quick Questionnaire and we will email you the
completed documents for printing, signing, and notarizing.
Got Questions 🤷🏻♀️:
Not sure what is right for you? No problem. Book a free 30-minute consultation with me to review your situation.
Why Choose Your Estate Plan?
Hi, I'm Lindsay and I'm passionate about helping you protect your hard-earned assets and preserving your legacy. You’ve spent your whole life acquiring assets like investments, bank accounts, real estate, and business interests.
When it comes to protecting your legacy and passing it on to your children, grandchildren, and beyond, estate planning is essential.If you pass away without noting your final wishes, your estate could be divided up by the court of their own accord.
No matter how old you are, it’s never too early to consult with experienced estate planning attorneys to discuss wills, trusts, powers of attorney, and more.
All Your Estate Plan needs in one place
Feeling a little overwhelmed and want us to handle the documents for you? With our new Do-It-For-You option, just fill out a quick questionnaire and we will take care of the rest.
We will then email the documents to you for review, printing, and notarization.
Easy Peasy - we got you!
Includes:
Revocable Living Trust
Certificate of Trust
Pour-Over Will
Assignment of Personal Property
Declaration of Remains
Financial Power of Attorney
Medical Power of Attorney
Living Will
HIPPA Release
Property Transfer Deed
The College Package $150
A power of attorney can make it easier for your loved ones to manage your affairs if you become unable to do so. This can include paying bills, managing investments, and making healthcare decisions. It can provide you with control, convenience, and peace of mind, while also avoiding the uncertainty and expense of court proceedings.
This is a great set of documents if you have young adults who just graduated and are off to college. Now they are adults, you as a parent are no longer able to advocate or help them if they become sick or in an accident.
This set is also great for older adults who are needing someone to step into their shoes to help advocate for them for their finances and medical decisions.
Includes:
Financial Power of Attorney
Medical Power of Attorney
DIY - Your Estate Plan
$250
Your Estate Plan is customizable and state-specific so you are able to seamlessly pass your assets to your beneficiaries, nominate guardians for your minor children, outline what happens in a medical emergency, and who can handle your day-to-day financial tasks.
All with the benefit of avoiding probate for your family and loved ones.
Includes:
Revocable Living Trust
Certificate of Trust
Pour-Over Will
Assignment of Personal Property
Declaration of Remains
Financial Power of Attorney
Medical Power of Attorney
Living Will
HIPPA Release
Property Transfer Deed
$297
Sometimes, all you need is a Will.
Creating a will is an essential part of estate planning that can provide numerous benefits for you and your loved ones. You are able to list who gets your assets, nominate guardians for your minor children and designate your executor.
This set of documents also includes both power of attorneys for finances and medical decisions if you happen to become incapacitated, as well as your end of life decisions.
This is the bare minimum you should have, as your Executor will still need to go through probate.
Includes:
Last Will and Testament
Financial Power of Attorney
Medical Power of Attorney
Living Will
Declaration of Remains
HIPAA Authorization
READ THE REVIEWS
The videos are really, really helpful. The pace of the explanation is great and I love the ability to go back and relook at a section for clarification."
- Deena L.
This is an amazing product.
I feel good about this process!
It is affordable.
The presentation is very personable which I know can be very tough when you are talking to a camera. The word choice and explanations are very understandable."
I love the ability to do this at my pace. I really like the way you stress how much us completing this helps our loved ones."
- Tilly G.
- Tom S.
Say Hello to
Peace of Mind
Creating your estate plan has never been easier. With our attorney-reviewed and fully customizable fill-in-the-blank documents, you'll never have to worry if you made the right decision - Your Estate Plan offers everything you need in order to create and complete the process of estate planning.
Feeling overwhelmed? Let us do the work for you (real people, not AI like some other services). All you do is fill out a quick questionnaire, and we provide all the documents you need to get Your Estate Plan in place. Print, sign, and notarize, and you're ready to go!
How it Works
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Create
Your Estate Plan
Our Done-For-You Estate Plan
Fill out a quick questionnaire and you'll have Your Estate Plan delivered to your inbox the next day.
We can even mail Your Estate Plan as well.
Or
Our DIY Estate Plan with Easy-to-follow (and implement), step-by-step video instructions so you can confidentially complete Your Estate Plan.
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Sign & Notarize
Ensuring your Estate Plan documents are finalized with proper signatures, witnesses, and notarizations is a crucial step in protecting your assets and ensuring your wishes are fulfilled. Signing your Estate Plan documents is not only a legal requirement, but it also provides peace of mind for you and your loved ones.
4
Fund Your Trust
In order to fall under the specific protections and provisions you've outlined in Your Estate Plan and to avoid probate, your assets will need to be physically transferred to your trust. We provide you with a handy guide to help walk you through the process and how to effectively do this.
And if you get stuck, rest assurd we are here to help.
Not Sure Where to Start?
Download our FREE Estate Planning Workbook
We understand that Estate Planning is generally an item on your To-Do list that keeps getting pushed toward the bottom of your list. Let’s be honest, it’s not the prettiest or most fun thing to do and it requires you to think about things that you just don’t want to think about. But, it is so important to ensure that your family is planned for and protected.
We've created an easy-to-follow workbook to help walk you through those difficult questions.
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