Wills and Estate Basics

YOUR PERSONALIZED ESTATE PLAN OUTLINE

The documents your family will actually need, mapped

Signing estate documents

A plan, not a template

Answer a few questions about your family, what you own, and where you live. We'll rank the document package that honestly fits your household, show you the beneficiary designations that override any will, lay out who you need to name and what it costs, and give you a dated path to signed documents.

WHY GAIDO

Know What You Need Before You Pay for It

Will or Trust, Ranked for You

Will or Trust, Ranked for You

Simple will, will with a trust for the kids, or a living trust — scored against your family, assets, and state, with the trade-offs stated plainly.
The Designations Nobody Checks

The Designations Nobody Checks

Retirement accounts, life insurance, and payable-on-death accounts pass outside your will. We list every one to audit before you sign anything.
A Dated Path to Signed

A Dated Path to Signed

From inventory and choosing your people through drafting, witnesses, notary, storage, and the conversation with your family.
HOW IT WORKS

Three steps to a real plan

Most people know they need a will and put it off for a decade. The ones who get it done start with a clear picture of what they actually need — this gets you there in minutes.

Estate planning documents
3 PLANS

Choose Snapshot, Plan, or Playbook — from a quick document ranking to the full playbook with probate basics, family scenarios, and the attorney-or-DIY decision.

1. Choose Your Plan

Pick your depth — a quick snapshot of which documents you need, or the complete playbook for getting them signed and kept current.

2. Answer a Few Questions

Your state, your family, what you own, what you already have in place, and what matters most to you. Takes 2-6 minutes.

3. Get Your Plan

Your personalized Estate Gaido lands in your inbox within minutes — package ranking, gauges, timeline, and the people to name.

CHOOSE YOUR PLAN

Three Levels of Depth

Snapshot
Your document package ranked, readiness gauges, and a dated path to signed documents.

Plan
Adds real cost ranges, the people you need to name and how to choose them, and the beneficiary audit that catches what a will can't.

Playbook
Everything in Plan plus probate basics for your state, your family's specific scenarios, the attorney-or-DIY decision, and how to keep it current.