Every plan is personalized to your family, assets, state, and priorities.
Features | Snapshot | Plan | Playbook |
|---|---|---|---|
| Best for | Figuring out whether you need a will, a trust, or both | Ready to get it done this year | A complete plan with no loose ends |
| Get Snapshot | Get Plan | Get Playbook | |
| Number of Questions | 6 | 9 | 12 |
| Analysis Depth | Brief | Moderate | Extensive |
| Microsite | Summary site | Summary site with analysis | Summary site with analysis, checklist and calendar |
| Document Package, Ranked Will, will plus trust for minors, or living trust scored honestly for your household | |||
| Readiness Gauges Dial gauges for coverage today, estate complexity, and urgency | |||
| Path to Signed Dated checklist from inventory through signing, storage, and the family conversation | |||
| Cost Reality DIY, attorney will, and trust package ranges, versus the cost of probate | — | ||
| People to Name Executor, guardian, trustee, and agents — what they do and who fits | — | ||
| Beneficiary Audit Every account and asset that passes outside your will, with what to check | — | ||
| Probate in Your State What it costs, what skips it, and small-estate procedures to confirm | — | — | |
| Family Scenarios Minor children, blended families, partners, disability, charity, and exclusions | — | — | |
| Attorney or DIY Online documents vs flat-fee attorney packages, with a verdict for you | — | — | |
| Keeping It Current Storage, update triggers, digital assets, and the conversation with your people | — | — |
Figuring out whether you need a will, a trust, or both
6 questions • Brief analysis
Summary site
Ready to get it done this year
9 questions • Moderate analysis
Summary site with analysis
A complete plan with no loose ends
12 questions • Extensive analysis
Summary site with analysis, checklist and calendar