
Homeowners
Handle real estate, trust funding, transfer instructions, and the assets families usually worry about first.
Custom guide
Pick the job you need done — before you decode legal products. We’ll route you to the right plan.
Suggested path
Living Trust Plan + healthcare directive
Plan moments

Handle real estate, trust funding, transfer instructions, and the assets families usually worry about first.

Name guardians, backup decision-makers, and the people who should manage assets if something happens.

A specialist checks beneficiaries, signing rules, powers of attorney, and the final packet before release.
Inside your hub
Every answer flows into your private workspace — assets, heirs, and the final packet, all in one view.
Asset List
Add AssetBeverly Hills Home
Real Estate · $1.4M
Joint Brokerage
Charles Schwab
Cash Reserves
$245,000
Retirement IRA
Vanguard · IRA
Heir Tree
Live previewSarah
Heir · 25%
Document Preview
Last Will & Testament
of Jordan A. Mills
Jordan A. Mills
Signature
Choose by the decisions you need handled, not by a vague feature list. Every path includes the guided hub, core directives, and reviewer checkpoint.
Individual will or trust
$995
For one person choosing baseline protection or a probate-avoidance trust.
Couples coordinated plan
$1,195
For partners who need aligned instructions, agents, assets, and backups.
Sensitive family details stay organized in a private planning workspace you can return to.
A reviewer checks the choices that usually create confusion later: agents, backups, assets, and signing context.
Documents arrive with clear signing steps, storage guidance, and the decisions behind the plan.
Take the quiz or begin the guided application. You can save and come back anytime.