Here is what LegacyPilot thinks you may need.
Based on your answers, we recommend a plan type, show the documents that may help, and clearly mark anything a licensed attorney should review before you sign.
Premium Estate Plan
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
4 documents queued
Revocable living trust
Prepared for review. We will explain it before you sign.
Pour-over will
Prepared for review. We will explain it before you sign.
Asset transfer checklist
Prepared for review. We will explain it before you sign.
Beneficiary conflict review
Prepared for review. We will explain it before you sign.
A few items deserve extra care.
Business ownership
Operating agreement and succession language require attorney review.
Minor children
Guardian selection and trust distribution ages should be confirmed.
Beneficiary conflict
Retirement beneficiaries may not match estate distribution goals.
Choose your plan
Confirm the support level that fits your family.
Fill in missing details
Confirm trusted people, beneficiaries, and big assets.
Review and sign
After attorney review, follow signing steps and store copies in your vault.