Choose the estate plan that suits you.

Core Plan
Appoint individuals to take care of your loved ones and make financial or health care decisions if you are incapacitated or pass away.
$129First Year
Renews at $6 per month
Wealth Platform Access
Manage Your Plan
Keep your estate plan current with unlimited updates.
Vault Document Storage
Securely store important documents, such as tax returns, house deed and more in our digital Vault.
Emergency Access
Choose to grant emergency access to trusted individuals only when the time comes.
Asset Aggregation
Inventory your assets to inform your estate plan. Assets are kept up-to-date through live integrations.
Education Center
Explore and learn about financial management and estate planning from experts.
Advance Health Care Directive
Advance Health Care Directive
Appoint individuals to make health care decisions if you are incapacitated, and leave instructions on end-of-life decisions.
Financial Power of Attorney
Financial Power of Attorney
Appoint individuals to make financial decisions if you are incapacitated.
Guardianship Nomination
Guardianship Nomination
Inform the court who you wish to serve as guardian to your children if something were to happen to you.
Print & Priority Shipping
Print & Priority Shipping
Complimentary, printed copies of your estate plan documents sent directly to you.
Most Popular
Will Plan
Direct how your assets will be distributed to your beneficiaries and name trusted decision-makers, including guardians.
$189First Year
Renews at $6 per month
Last Will & Testament
Last Will & Testament
Direct how your assets will be distributed to your beneficiaries and also name trusted decision-makers.
Trust Plan
Avoid probate, direct how your assets will be distributed to your beneficiaries and name trusted decision-makers, including guardians.
$529First Year
Renews at $6 per month
Revocable Trust & Pourover Will
Revocable Trust & Pour-over Will
Designate who will be your trusted decision-makers and how your assets will be distributed.
Compare Side By Side
Core Plan
Will Plan
Trust Plan
Wealth Platform Access
Manage Your Plan
Keep your estate plan current with unlimited updates.
Vault Document Storage
Securely store important documents, such as tax returns, house deed and more in our digital Vault.
Emergency Access
Choose to grant emergency access to trusted individuals only when the time comes.
Asset Aggregation
Inventory your assets to inform your estate plan. Assets are kept up-to-date through live integrations.
Education Center
Explore and learn about financial management and estate planning from experts.
Advance Health Care Directive
Advance Health Care Directive
Appoint individuals to make health care decisions if you are incapacitated, and leave instructions on end-of-life decisions.
Financial Power of Attorney
Financial Power of Attorney
Appoint individuals to make financial decisions if you are incapacitated.
Guardianship Nomination
Guardianship Nomination
Inform the court who you wish to serve as guardian to your children if something were to happen to you.
Last Will & Testament
Last Will & Testament
Direct how your assets will be distributed to your beneficiaries and also name trusted decision-makers.
Print & Priority Shipping
Print & Priority Shipping
Complimentary, printed copies of your estate plan documents sent directly to you.
Revocable Trust & Pourover Will
Revocable Trust & Pour-over Will
Designate who will be your trusted decision-makers and how your assets will be distributed.
Not sure which plan is right for you?
Take the quiz to personalize your estate plan.