How It Works
Online Setup
Take our 2 minute quiz to determine which plan is right for you. Then we will guide you through all of the decisions you have to make and help you appoint the right people to take care of things.
Sign Your Plan
Once your documents are complete you will print them out, sign them and upload them to your online vault.
We Store Your Plan
We safely store your plan. If your physical copies ever get lost or damaged you and your loved ones can still access your estate plan.
Relax and Manage
Rest easy knowing that your wishes and loved ones are protected and come update your plan anytime. We are here to answer questions and help with whatever you need.