The most comprehensive
estate plan ever!
Documents written by expert estate planning attorneys, customized to fit your needs
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 solution simplifies the complexities of the legal process, making estate planning effortless and stress-free.
Documents drafted 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, 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 was done right!"
-Mark K. CPA, JD
Your Local Estate Plan Coordinator
is Ready to Assist
"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 understand that "legalese" often creates confusion and unnecessary barriers in estate planning, so we’ve removed it entirely. Our process is straightforward and written in plain English, guiding you step-by-step without requiring any legal experience. With simple interviews and helpful explanations of key terms, our platform ensures accessibility for all. You can create a plan tailored to your unique needs without hassle, making estate planning clear and approachable.
Your 1-Hour Plan
Quick & Easy Plan
With our revolutionary technology, you can complete your estate plan in about an hour. The process is streamlined through an easy-to-follow interview, and your documents are instantly compiled as you go. Once finished, your complete plan is ready to print immediately, without any waiting. We’ve simplified estate planning to make it efficient and stress-free, so you can focus on what matters m
Affordable and Accessible:
Our innovative solution makes high-quality estate planning accessible at a fraction of traditional costs. By pooling the expertise of top attorneys for thousands of users, we deliver attorney-drafted plans that are both reliable and budget-friendly. Need to make changes later? No problem—our plans include unlimited revisions at no extra charge, ensuring your documents always stay up-to-date without breaking the bank.
Flexible: Tailored to Fit Your Unique Needs
Our documents are crafted by attorneys with decades of experience helping families create personalized estate plans. Whether your situation is simple or complex, our platform empowers you to build a plan that fits your unique preferences and priorities. You remain in complete control of the process, creating a plan that protects your family’s future exactly the way 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:
Experts guide 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 solution 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!
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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