Here is the plan that may fit your family.
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 ready to review
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 checkup
Prepared for review. We will explain it before you sign.
A few items deserve extra care.
Business or side project
An attorney should confirm how this fits into your plan before you sign.
Minor children
You will want to confirm guardians and how money should be managed for children.
Beneficiary checkup
Some accounts may need separate beneficiary updates outside your will or trust.
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.