Estate Planning Software

Know Transfer Know Wealth

Our unique technology enables you to easily complete your attorney-drafted

documents conveniently from the comfort of your home or office.

Plan now and protect what’s yours. Save your family unnecessarily stress, expenses,

and exposure. Secure your legacy today.

Millions prepare & file taxes online,
now you can prepare your estate too...

People have been doing their taxes with software at home for decades. We took this idea and
applied it to an equally complex area, creating a Revocable Living Trust and Estate Plan

We have eliminated the expense, time, and complexity from the process. A simple interview asking
you questions in plain Language allows our system to tailor your plan to your needs.

Easy: Built for you and me

We hate “legalese”. it is an un-needed barrier between you and your plan. We work in plain english, just like you! Follow a simple step by step interview with “pop-up help to explain specific terms unique to estate planning. You don’t need any experience to build a plan customized to you!

Fast: No more waiting

You could be printing your plan in about an hour. Our revolutionary technology streamlines the interview process and our servers compile your documents as you complete questions. You can print your completed plan as soon as you finish the interview no waiting!

Affordable:

Our technology saves you money by spreading the cost of hiring expert estate planning attorneys across thousands of users. Plus FREE updates with an active account. We believe everyone should have the best and most up to date estate plan, so we never charge when you make changes.

Flexible

Our documents were prepared by estate planning attorneys with decades of experience helping thousands of clients nationwide. Every family situation, asset class, and bequest options yours Our technology allows you to build what you want and keep you in control.

Features & Documents

Revolutionary Technology

Our unique technology enables you to easily complete your attorney drafted documents conveniently from the comfort of your home or office.

No appointments or waiting to see an attorney. The entire process can be completed quickly online. Answer simple interview questions and through the power of our technology your plan will be ready to download and print.

There are numerous value added benefits with our technology including a secure document vault with military grade encryption. This virtual “safety deposit box” is available for you online 24/7. Add, update, or remove documents from your vault anytime and anywhere.

Your customized Estate Plan Portfolio provides peace of mind, by knowing that you are in control. You make the important decisions rather than leaving it up to chance (and unnecessary expense & loss of privacy) of the government probate court system

Plan now and protect what’s yours. Save your family
unnecessary stress, expenses, and exposure. Secure your legacy today.

Your Personalized Plan includes:

Revocable Living Trust

The Revocable Living Trust is the centerpiece of your Estate Planning Portfolio.
The trust is completely under your control. As the name implies, your trust is fully revocable while you are alive. You may alter, amend (in whole or in part), or even revoke your trust at any time. You can transfer your assets back out of your trust just as easily as you can transfer your assets into your Trust.
The person who manages the Trust is called the Trustee (in most cases you are the Trustee initially). After your passing, the successor Trustee you appointed can manage and distribute assets to the beneficiaries of the Trust.
If you have children (even grown kids) you have the option of creating a sub-trust to hold their assets until they reach a certain age or split distributions over time at three different ages. This prevents a potentially immature young adult from receiving a windfall that might cause more damage than good. You can even allow early withdrawal for educational expenses, first home, wedding or even a business.
You can even stipulate certain beneficiaries as “income only”, and prevent them from getting a “lump sum” distribution and allow them only to draw an income for education, maintenance and support.

Living Will & Advanced
Medical Directives

Living Will and Advanced Health Care Directives allow you to determine how you want medical care administered if you have a terminal illness or are in a comatose state.
If such a condition should happen to you, these instruments will serve to give notice to
medical professionals your wishes (such as if you desire whether or not to be kept alive by artificial means).
Your Living Will agents are also considered to be the guardian of your person. In most
cases, your Advanced Health Care Directive can take the place of a Living Will.
Many healthcare providers require a Durable Power of Attorney for Healthcare in
conjunction with a Living Will to carry out the decrees of a Living Will. It is important that your agents for your Durable Power of Attorney for Healthcare are the same as your Living Will. (Both documents are included in your comprehensive estate plan.)
Durable HIPAA Statement
- The Durable HIPAA Statement grants an exception to the privacy restrictions of the HIPAA law to allow for personal information to be provided to the Agents you have appointed so they can make an informed decision regarding your medical care.

Last Will & Testament
“Pour Over Will”

The Last Will and Testament included in your document set is better described as a “Pour-Over Will”. It is used in conjunction with a Revocable Living Trust and its primary function is to convey everything you have forgotten to fund into the trust prior to your death (hence “pour-over”).
Please note that unless your remaining assets are minimal in value, all non-trust (un-funded) assets must go through probate first. So be sure to use the Comprehensive Funding Kit (below) to keep your asset funding up-to-date.
In addition you may appoint guardians for your minor or disabled adult dependents so you can be assured who will take custody.

Certificate of Trust

The Certificate of Trust is primarily for providing evidence to a transfer agent (brokers, bankers, account managers etc.) about certain facts concerning your trust.
This document helps protect your privacy by not disclosing the full details of your trust when funding assets into your trust.

Durable Powers of Attorney

“Durable” means that the appointment of the power will “endure” even after your
incapacitation.
A Power of Attorney will give your appointed agent the power to make certain decisions on your behalf when you are unable to do so.
Durable Financial Power of Attorney
- This document appoints an agent(s) to perform financial decisions regarding any assets not funded into your Trust at the time of your legal incapacitation. (For assets already funded into the Trust, the Trustee already has this authority.)
- Not only do you get to decide who makes financial decisions on your behalf, you also protect your privacy and save money by avoiding expensive court and legal fees.
- Having a Durable Financial Power of Attorney will help avoid a court supervised guardianship/conservatorship in the event of legal incapacitation where all finances become a matter of public record.
Durable Power of Attorney for Healthcare
- This document allows your appointed agent(s) to make important health care
  decisions for you in the event of your incapacitation.
- In conjunction with your Living Will, your agent can make all important
  healthcare decisions, including the continuation of life support systems.
Durable Agent Notice
- The Durable Agent Notice serves to notify, in writing “to whom it concerns” that your agent has accepted the appointment and will carry out such duties.

Comprehensive Asset Funding Kit

Your Trust is like an empty basket. You must fill this basket with your assets by
transferring them into the Trust. This process is called “Funding”.
To avoid probate, it’s vital to fully fund your trust once completed, so we have
developed our exclusive Funding Kit to help you through the process of moving your
assets into the Trust, (called “Funding”).
The Funding Kit provides detailed instructions on nearly every possible type of asset
and how you can fund it into your Trust.
Transmittal Letters (for Funding, Retitlement & Beneficiary Changes)
- Our system will generate funding letters for each of your assets for you, just follow the guide.
- Retitlement letters can be mailed to respective agencies (transfer agents) for transfer of title.
- Beneficiary letters allow you to mail to respective agencies a change of
  beneficiary of your various assets.
- There are other documents also included for other functions.
- 24/7 access to the Comprehensive Funding Kit: The key is to get organized, and make a list of your assets. Don’t worry if you do not have everything ready at once. You can login at any time to continue the process and continue where you
  left off!
- Keep your trust up-to-date at no additional charge. When new assets are sold or acquired; log back in to update your funding. Unlike other solutions there is no “change fees”, as long as your account is active you can log in and access all the features.

Features Included:

Maintain Your Property’s
“Character”

Your property will retain its “character”, whether it is jointly owned or
separately owned, asset schedules are provided so you can identify each asset and classify it properly.
The Asset Accounting Ledgers are to be used by the Trustee (usually the
surviving spouse) to designate assets as portioned or held on account to each respective sub trust for record keeping.

No Change Fees

An Estate Plan that Updates With You!
Unlike other solutions we do not have any “change fees”, as long
as your account is active you can log in and access all the features.
Keep your trust up-to-date at no additional charge.
When new assets are sold or acquired; log back in to update your funding kit.
You can even restate your entire Trust and update it with new details such as adding or removing beneficiaries, or when you move to a new state.

Easy “check the box”
process

You can personalize your documents through a simple “check the box” to add or delete items from your document set.

Password Protected
Account

24/7 access to ALL of your documents.
All communications utilize SHA256/RSA 4096 bit keyed SSL encryption,
all data is
encrypted in transit and at rest with sensitive data encrypted at 4096 bits.

Online Document Vault

The Document Vault provides an easy-to-use resource for yourself, your family, and beneficiaries to find your important documents.
Secure online storage of important documents that you, your family, and trusted individuals can access anywhere in the world in case of emergency.
Quickly access your documents when traveling or on weekends to make them available to emergency healthcare workers (such as your Health Care DPA, Living Will, and vital personal medical information such as medications, allergies, and other important data).

Revolutionary Technology:

Guides you step by step to create your
customized estate plan.

Answer simple questions in plain language.