About your household
Enter your household details, list your assets, and identify beneficiaries and proposed decision-makers.
Estate planning
Estate planning,
clearly organized.
Organize your family information, assets, and wishes. Prepare a planning packet and review the documents and open questions with an attorney.
The process
How it works
From household information to an attorney review packet.
Prepare a planning packet
Your answers become an organized planning packet, with missing details and review questions clearly identified.
Review with counsel
Work through decisions with an attorney and keep your documents and appointments in the same workspace.
One workspace
Everything your
review needs.
Keep family information, assets, planning briefs, and review questions together. Your attorney can follow the reasoning behind your packet and discuss the decisions with you in an in-app appointment.
Explore the planning harnessTrust document libraryDocument outlines and jurisdiction references for counsel.Attorney reviewPlanning briefs, supporting details, and open questions.AppointmentsSchedule a conversation and meet in the app.
Documents remain drafts until reviewed by qualified counsel. Signing is locked in this preview.
Plans
Support for your situation.
Choose a starting point that suits your estate.
Product preview. Plans and pricing are illustrative.
Individuals and couples
Basic Estate Plan
$99 / month
Core documents for a straightforward family plan with attorney review before signing.
- Guided planning intake
- Guardian and beneficiary prompts
- One annual update reminder
- Attorney review queue
Complex estates
Premium Estate Plan
$299 / month
Extra support for homes, blended families, higher-value assets, or trust planning.
- Everything in Basic
- Trust funding checklist
- Complex asset mapping
- One attorney consult credit
Families with more moving pieces
Family Office
$999 / month
Hands-on support for business owners, advisors, and larger family plans.
- Everything in Premium
- Advisor collaboration workspace
- Quarterly plan review
- Priority attorney review
Start your planning packet
Begin with your household details, then add your assets and beneficiaries.