Products
Estate planning, one document at a time.
We ship one document family at a time so each one holds up to scrutiny. Here's what's available today and what's next.
Last Will & Testament
A state-specific, attested will.
Name an executor, nominate guardians for minor children, specify bequests, and decide who inherits the rest. Print-ready PDF tuned to your state's statutory requirements.
- —California, New York, Texas
- —Executor + alternate
- —Guardian nominations
- —Witness attestation + self-proving affidavit
Will Plus bundle
Will + healthcare directive + POA + HIPAA at one price.
The four documents every adult should have, bundled. $179 individual / $268 couples. Saves about $50 vs buying each document separately, and ships when the underlying products complete legal review per state.
- —Last Will & Testament
- —Advance Healthcare Directive (living will + healthcare POA)
- —Durable Financial Power of Attorney
- —HIPAA Authorization
- —Save ~$50 vs piecemeal pricing
Advance Healthcare Directive
Your medical wishes, in writing.
Combines a living will (treatment preferences) with a healthcare power of attorney (who speaks for you). State-specific statutory forms where available.
- —Treatment preferences
- —Healthcare agent + alternate
- —HIPAA release
- —State statutory forms
Financial Power of Attorney
Someone you trust, making money decisions.
Durable financial POA that authorizes an agent to handle banking, real estate, and tax matters if you cannot. Springing or immediate, your choice.
- —Durable or springing
- —Scoped powers
- —Statutory short-form (CA/NY/TX)
- —Notarization guide
Revocable Living Trust
Probate avoidance and privacy, when a will isn't enough.
For estates that are larger, own real estate across states, or want assets to pass outside probate. Includes pour-over will, schedule of assets, certification of trust, and a funding guide.
- —Revocable living trust
- —Pour-over will
- —Schedule of assets
- —Trust funding guide
Young Adult Plan
The first estate plan for 18-to-29-year-olds.
A tailored bundle for young adults: healthcare directive, HIPAA release, financial POA, and a starter will. Designed for renters, graduates, and new parents.
- —Healthcare directive
- —HIPAA release
- —Financial POA
- —Starter will
Special Needs Trust
Provide for a loved one without disqualifying their benefits.
Third-party SNT for parents and family members supporting a beneficiary on SSI or Medicaid. Distributions can pay for things public benefits don't cover, without counting as the beneficiary's income.
- —Third-party SNT
- —Spendthrift + benefit-preservation language
- —Co-trustee structures
- —Letter of intent template
Pet Trust
Care, food, and vet bills — your pet's life after yours.
A statutory pet trust naming a caretaker, a trustee, and a funding amount. Recognized in all 50 states. Distinct from a will bequest, which can't legally be enforced past your death.
- —Statutory pet trust (all 50 states)
- —Named caretaker + alternate
- —Funding amount + payout schedule
- —Remainder beneficiary (often a charity)
Charitable Remainder Trust
Income for life, then to charity — with a tax deduction now.
Most useful for appreciated stock or real estate: donate it to the trust, receive payments for life or a term, the remainder goes to charity. Defers capital gains, generates an immediate income-tax deduction.
- —CRAT (fixed payout) or CRUT (% of value)
- —Immediate income-tax deduction
- —Defer capital gains on contributed assets
- —Annual IRS Form 5227 reporting
Sequencing
Why we don't launch everything at once.
Each document type has its own statutory rules, state variance, and failure modes. Rushing a healthcare directive to market before it passes attorney review in every launch state is how families end up with a form the hospital won't accept.
We'd rather ship fewer documents that hold up than many that wobble. Wills first. Healthcare directive and financial POA next. Living trust after. The plan is on the roadmap page.
Start with the will today.
Free until you finalize. You can add other documents as they ship.