Create
your estate plan today.

Create your estate plan today.

Provide your loved ones with certainty and leave a lasting legacy. Our user-friendly online platform offers the simplest way to create and maintain your estate plan.

Get started Learn More

Facing
Probate? We're
Here to Help.

Our system ensures that you meet all legal requirements while minimizing stress and delays.

Facing Probate? We're Here to Help.

Your Future, Your Terms

Ensure your estate plans are securely stored and easily accessible when needed.

Unmatched access

Navigate the complexities of wills and trusts with our streamlined process.

Smart & simple

Establish a trust that will protect your assets and support your beneficiaries for years to come.

Your Future, Your Terms

Ensure your estate plans are securely stored and easily accessible when needed.

Unmatched access

Navigate the complexities of wills and trusts with our streamlined process.

Smart & simple

Establish a trust that will protect your assets and support your beneficiaries for years to come.

Get more
familiar with
estate planning.

Estate planning can feel overwhelming, but our platform simplifies the process by guiding you step-by-step in creating a will or trust that reflects your wishes. Whether you’re planning for the future or ensuring your loved ones are cared for, we provide the tools and support you need to make informed decisions.

Get more familiar with estate planning.

Step 1

Answer some questions and we’ll create your Trust Estate Plan

Step 2

Review with an estate planning attorney or on your own

Step 3

Sign and transfer ownership to your trust

Step 1

Answer some questions and we’ll create your Trust Estate Plan

Step 2

Review with an estate planning attorney or on your own

Step 3

Sign and transfer ownership to your trust

Building Your Legacy: Bridging Generations.

Your Wishes, Clearly Documented.

Building Your Legacy: Bridging Generations.

Protecting What
Matters Most.

Our platform simplifies each step, allowing you to create comprehensive legal documents without the hassle.

Building Your Legacy: Bridging Generations.

Expert Advice, Answering Every Concern.

Estate Planning

Comprehensive Planning, Hassle- Free Execution.

Take control of your estate planning by defining your legacy on your own terms. Our solution empowers you to make informed decisions that reflect your unique values and priorities.

Comprehensive Planning, Hassle- Free Execution.

Your Future, Your Terms.

Craft Your Will
with Ease.

Our platform provides the tools you need to ensure your family is taken care of, no matter what the future holds.

Your Future, Your Terms.

Craft Your Will
with Ease.

Perfecting the Details.

Speak to an advisor

Generational clients have access to financial planning, tax advise, and attorney support.

premium and Generation clients have access to goal setting and financial planning.

Call, chat, or email

Have account-related inquiries? Our team’s here 7 days a week to connect with you.

Self-serve help

Find answers to your estate planning questions in our help centre.

Find answers to your investing questions in our help centre, personal finance how-tos, or right in the app.

Guidance at Every Step.

Whether your estate is simple or complex, our platform offers customizable solutions to meet your needs

Starting at $199

Basic Will

Starting at $499

Basic Trust

Living trust
HIPAA authorization
Healthcare directive
Power of attorney
Certificate of trust
Schedule of assets
Bill of transfer
Printing & shipping of documents

Guidance at Every Step.

Whether your estate is simple or complex, our platform offers customizable solutions to meet your needs

Ready to Begin? Start Your Estate Plan Today.

Begin your journey to peace of mind and ensure your legacy is in safe hands.

Ready to Begin? Start
Your Estate Plan Today.

Begin your journey to peace of mind and ensure your
legacy is in safe hands.

Create your estate plan today.

Create your estate plan today.

Facing Probate? We're Here to Help.

Facing Probate? We're Here to Help.

Your Future, Your Terms

Unmatched access

Smart & simple

Your Future, Your Terms

Unmatched access

Smart & simple

Get more familiar with estate planning.

Get more familiar with estate planning.

Get more familiar with estate planning.

Step 1

Step 2

Step 3

Step 1

Step 2

Step 3

Building Your Legacy: Bridging Generations.

Building Your Legacy: Bridging Generations.

Protecting What Matters Most.

Building Your Legacy: Bridging Generations.

Expert Advice, Answering Every Concern.

Comprehensive Planning, Hassle- Free Execution.

Comprehensive Planning, Hassle- Free Execution.

Craft Your Will with Ease.

Craft Your Will with Ease.

Perfecting the Details.

Perfecting the Details.

Speak to an advisor

Call, chat, or email

Self-serve help

Guidance at Every Step.

Starting at $199

Basic Will

Starting at $499

Basic Trust

Guidance at Every Step.

Ready to Begin? Start Your Estate Plan Today.

Ready to Begin? Start Your Estate Plan Today.

Create
your estate plan today.

Facing
Probate? We're
Here to Help.

Get more
familiar with
estate planning.

Get more
familiar with
estate planning.

Protecting What
Matters Most.

Craft Your Will
with Ease.

Craft Your Will
with Ease.

Ready to Begin? Start
Your Estate Plan Today.