How It Works

Estate planning made simple. Follow our proven 6-step process to secure your family's future in less time than you'd spend at a single attorney meeting.

1

Choose Your Bundle

Select the package that fits your needs—Basic for essentials, Complete for comprehensive coverage, or Premium for couples.

  • Compare features and pricing
  • Chat with Laura for recommendations
  • No hidden fees or surprises
2

Complete Your Profile

Answer simple questions about your family, assets, and wishes. Our guided process makes it easy—no legal jargon.

  • Step-by-step questionnaire
  • Save and return anytime
  • Secure, encrypted data
3

Review Your Documents

We generate state-specific, legally sound documents tailored to your situation. Review everything at your own pace.

  • Customized to your state's laws
  • Plain English explanations
  • Expert review included
4

Sign & Store Securely

Follow our signing instructions to make your documents legally binding. Store them in our secure digital vault.

  • Clear signing guidance
  • Witness requirements explained
  • Cloud backup included
5

Share With Your Family

Use our family sharing tools to communicate your wishes and ensure your loved ones know where to find everything.

  • Controlled access sharing
  • Family meeting guides
  • Emergency contact cards
6

Update As Life Changes

Life evolves, and so should your plan. Update your documents anytime at no extra cost with lifetime access.

  • Unlimited updates included
  • Quarterly reminders
  • Priority support available

Why Our Process Works

No attorney appointments needed
Complete from home at your pace
State-specific legal compliance
Bank-level security
24/7 support access
Lifetime document updates

How Long Does It Take?

30-60

minutes

Basic Bundle

1-2

hours

Complete Bundle

2-3

hours

Premium Bundle

Compare that to weeks of back-and-forth with a traditional attorney!

Ready to Get Started?

Choose your bundle and begin your legacy planning journey today. You could have peace of mind by this time tomorrow.