start here for your easy and affordable peace of mind

Not sure where to start with your estate planning? Start ANYWHERE BELOW.

The most important step in estate planning is taking the first one. Start now. Whether it’s a Power of Attorney, a Will, or a Trust—just start.

We strongly recommend beginning with our Simple Trust. From there, we’ll work together to build a complete plan tailored to your needs.

We believe that estate planning should be simple, transparent, and accessible to everyone. That’s why we created our online store—to offer our services at clear, upfront flat rates with no hidden fees or hourly billing. What you see is what you get. Browse our offerings and take control of your estate planning with confidence, knowing exactly what you’re paying for.

Estate Planning Quiz

Estate Planning Quiz

Answer a few questions to find the perfect services for your needs

Question 1 of 8
What is your current age range?
Under 40
40-65
Over 65
Question 2 of 8
What is the approximate value of your estate?
Under $100,000
$100,000 - $500,000
$500,000 - $2,000,000
Over $2,000,000
Question 3 of 8
What is your marital status?
Married
Single/Divorced/Widowed
Question 4 of 8
Do you have children or dependents?
Yes, I have minor children
Yes, but they are adults
I have dependents with special needs
No children or dependents
Question 5 of 8
Do you own a business or have complex assets?
Yes, I own a business
I have complex investments or multiple properties
I have cryptocurrency or NFTs
My assets are relatively straightforward
Question 6 of 8
Do you have specific concerns or needs?
Asset protection from creditors or lawsuits
Tax reduction strategies
Care for my pets
I own firearms/NFA items
General estate planning protection
Question 7 of 8
Do you currently have any estate planning documents?
No existing documents
I have a basic will
I have documents but they're outdated
I have a trust that needs updating
Question 8 of 8
What level of service and support do you prefer?
Basic documents and instructions (self-service)
Standard support with additional legal protections
Full-service with personal meetings and custom binder

Your Personalized Estate Planning Recommendations

Categories: