How It Works

Getting your estate plan in order is simple, secure, and guided every step of the way.

Complete the Intake

Answer questions about your family, assets, and wishes. Takes about 15-20 minutes. Your progress is saved automatically.

Based on your answers, we recommend the right documents for your situation with clear, upfront pricing.

Accept the engagement agreement that establishes your attorney-client relationship, then pay securely via Stripe.

A licensed attorney reviews your documents clause by clause, making sure everything is accurate and appropriate.

Download your finalized, attorney-reviewed documents from your secure vault. Follow the signing instructions to make them legally valid.

Your estate plan is just a few steps away.