This online platform is dedicated to simplifying the estate planning process. It offers user-friendly tools that enable individuals to create customized estate plans efficiently. The platform provides state-specific documents to ensure compliance with local laws and offers expert support throughout the process. Users can complete their estate plans in under 90 minutes, with options including Trusts, Wills, and Powers of Attorney. The platform emphasizes privacy and flexibility, allowing users to update their plans as needed at no extra charge.
Access resources and documents customized for each state’s unique laws, ensuring legality and relevance to your situation.
Complete a customized estate plan in under 90 minutes. Expert support is available to walk you through the estate planning process.
Bypass probate by Establishing a Trust that can safeguard your assets from probate court and maintain your financial matters in confidentiality.
Achieve the utmost protection for your assets and loved ones through a thorough and all-encompassing approach. By implementing a Trust-Based Estate Plan, you can sidestep probate court and ensure a smooth transfer of your assets to your beneficiaries.
This package encompasses personalized estate planning documents, facilitating the nomination of guardians for your children, detailing your assets, and establishing protocols for medical emergencies. This comprehensive solution allows you to have peace of mind, knowing that all aspects of your affairs are well-organized and in order.
A Power of Attorney (POA) is a legal document granting an individual the authority to represent another person, encompassing a wide range of responsibilities and actions.
Enhance the full benefits of a Will while alleviating the responsibilities on your loved ones by avoiding probate court. Designate your assets, including property, cash, and retirement accounts, to your loved ones while avoiding probate costs.
Your Will and Power of Attorney are also included.
Payment plan available
A comprehensive strategy outlining the distribution of your assets, your desired care arrangements for future needs, and the designated guardians for your children.
You’re just a few steps away from completing your estate plan.
If you’d like assistance with entering your information, [click here to schedule a call] for personalized guidance or click the appropriate red button above to make your payment, then follow the instructions for steps 1, 2, and 3 below.
Do you prefer to save money and do it all yourself? Our AI-driven DIY platform includes step-by-step video instructions. Click here to set up your account and make your payment. Go to steps 1, 2, and 4 below. Paralegal assistance is available upon request for an additional $100 on the platform.
Click here to fill out the form.
Once submitted, you’ll receive a copy by email for your records. When your account is activated, simply log in and copy the information into the platform to generate your living trust. If you prefer our data assistance, go to step 3 below.
You’ll receive an email shortly with your secure login instructions. This will give you access to your personal estate planning dashboard. You’ll receive an email shortly with your secure login instructions. This will give you access to your personal estate planning dashboard.
Let us take care of it, Just forward your:
Login credentials
Completed intake form
📧 Click here to email form
Your trust will be created and ready within 7 business days. This option is not available for DIY option.
Click here to create your Trust Transfer Deed.
This deed is required to legally transfer your home or other real estate into your trust.
Need help? Click here to schedule a free 30-minute consultation Zoom call with Kevin.
Disclaimer: I am not an attorney and the content on this website is for informational purposes only. Please consult a licensed attorney if you have any legal questions or concerns.
Affiliate Disclaimer
Some of the links on this website are affiliate links. This means that if you click on the link and purchase the item, I may receive a commission at no extra cost to you. I only recommend products and services that I believe add value to my audience.