Estate Plans

Estate planning

Who do you plan for?

Online-First Estate Planning

We get it: nobody wants to think about “it.” But “it” comes to us all. So why not discuss end-of-life plans in the place where you are most comfortable – wherever that is.

That’s one of the differences between us and a “traditional” law firm: we’re online-first, charge flat fees, and we make estate planning collaborative and convenient. So, whether you want to draft a will while wading in the ocean, make bequests from your bed, or direct your end-of-life care from a comfy recliner, we make the process as simple as filling out a guided form.

You’ll then review the documents with an attorney licensed in your state, giving you the expertise and peace of mind lawyers and template websites can’t match.

Elements of a Plan

Wills

Your 'Last Will & Testament' is a basic document that outlines your wishes with regards providing for your family members and the distribution of your assets after you pass away.

Living Trusts

A form of estate plan that puts your assets in a revocable trust - essentially holding them for you and those that would benefit from your will - to avoid lengthy probate court procedures after your death.

Special Needs & Spendtrift Trusts

A trust that provides for those who cannot manage their own finances, for whatever reason, while maintaining eligibility for federal and state benefits.

Financial POA

A financial power of attorney gives someone you trust the ability to manage your financial and business matters if you become incapacitated. This power is typically springing, meaning it does not take effect until you have been ruled incapacitated by a physician.

Healthcare POA

Outlining your healthcare wishes in advance will save your loved ones from the agony or guilt that comes with such decisions.

Gun Trusts

Putting your firearms in a trust ensures that they will pass to someone who is legally able to own them after you're gone, plus trusts may be exempt from certain firearm restrictions.

Pricing

Basics Package — $900/person

Will, healthcare & financial plan.

- Basic will
- Guardian of children
- Living will / healthcare power of attorney
- Financial power of attorney
- Text (SMS) and email updates
- Archived online for 7 years
- Free annual checkup
- Attorney licensed in your state

Get started.

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Revocable Trust — $1,800

Includes Basics Package. Married/joint trust add $500.

- Everything in the Basics Package, plus a revocable living trust
- Avoids probate court, protects privacy
- Assets typically immediately available to your beneficiaries
- Control assets after you're gone
- Investments and assets managed if you become disabled

Get started.

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Specialty Trusts — $200 each

When added to a Trust Package.

- Pet trusts
- Special needs trusts
- Spendthrift trusts
- Gun trusts

Contact us to discuss specialty trust options.

Benefits of Our Firm

Online Archive

We store your plan in a secure online locker - with bank-level encryption - for a minimum of seven years.

Plan From Anywhere

No more waiting in traffic to get to an attorney's office where you'll ... wait some more. Instead, connect to your lawyer from wherever you are comfortable. We handle the entire process online, then mail you the completed estate plan.

Complimentary Checkup

We'll send you an annual reminder to schedule a free checkup to determine if your plan still meets your needs and hasn't been affected by changes in tax or estate law.

Real Lawyer

Most online services are paperwork mills. You'll have a real lawyer draft and review your estate plan with you.

Flat Fees

Whenever possible, and for nearly all cases, flat fees apply. This means no surprises and no motivation to drag out your case for as long as possible.

Speed

We pride ourselves on speed: calls, texts, and emails returned promptly and work done without undue delays.

Ready to Get Started?

Contact us for a free consultation at (929) 437-3767 or start your case review.