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The process

How It Works

Create your plan in three steps. When life changes, we guide you through what to update.

  1. Create your account

    Sign up free and start building right away — no credit card required.

  2. Answer questions and review

    Our step-by-step guide walks you through each section. You answer questions about your family, assets, and wishes. Review each document before finalizing.

  3. Download and sign

    Download your documents and follow the instructions for signing and notarization. Requirements are included for your state.

When life changes

Marriage, a new child, a move, divorce, or another milestone can affect your estate plan. Instead of opening each document and guessing what to edit, you tell us the life event. We walk you through exactly what needs to change across all six documents—so you don’t miss anything. Your subscription includes unlimited updates and these guided life-event workflows.

What you get

Clear, guided process

A clear, guided process walks you through each section so you can complete your plan with confidence. Save and return anytime.

Your information is secure

Your data is encrypted and protected. We never sell or share your personal information.

Guided updates when life changes

You tell us the event—marriage, child, move, divorce, or another milestone. We walk you through what to change across your documents so nothing is missed.

Free to start — no credit card required

Get started

Ready to Get Started?

Build your plan free. $149 to finalize — includes your first year. $19/year auto-renews after year 1. Cancel anytime. You keep your documents forever, even if you cancel.

Start Your Estate Plan

Free to start — no credit card required