A personalized estate-planning outline. You answer a short questionnaire about your state, family, assets, and what you already have in place, and we generate a plan: document packages ranked honestly for your household, readiness gauges, the people you need to name, the beneficiary designations to audit, cost ranges, and a dated path to signed documents.

No and no. It tells you what you likely need, why, and what it should cost, so you walk into an attorney's office or an online service knowing what to ask for. Drafting, state-specific requirements, and anything complicated belong with a licensed estate-planning attorney in your state.

It depends on your state, your assets, and your family — which is exactly what the ranking is for. Many households are well served by a will plus correct beneficiary designations and powers of attorney. Real estate in more than one state, a desire to avoid probate, minor children, or a beneficiary with a disability push the answer toward a trust. The plan says which applies to you.

The plan lists them as documents to execute and explains the roles you'd be naming. It does not offer any medical guidance — care preferences are a conversation for you, your clinicians, and the people you name.

They're approximate national ranges for online document services, flat-fee attorney packages, and typical probate costs. Your state, your attorney, and your estate's complexity will change the numbers — always get a quote before you commit.

Good — the plan treats that as a head start. It focuses on whether the document still fits your life, the beneficiary designations that override it, and the documents most people with a will are still missing.

During our introductory period every level is free.

2-6 minutes to answer, and the plan is emailed within a few minutes after that.

We only use your answers to generate your plan, and we deliver it by email. We never ask for account numbers or document copies, and we don't sell your information.