We thought we just needed a will, but the hub helped us coordinate directives and storage instructions too.
Protect what matters with a clear,
complete estate plan
Wills, trusts, and directives—structured to reduce uncertainty for you and your family. Start with a plan that matches your goals and jurisdiction.
Estate plans that work together—not a stack of disconnected documents
This hub corridor covers the major components: will vs trust decisions, probate exposure, healthcare directives, and financial authority—so people can choose a plan with fewer gaps.
Why households start with an estate plan hub
One coordinated baseline
Wills, trusts, and directives are easier to maintain when the facts and roles are captured once and reused consistently.
Probate-aware sequencing
We surface the decisions that impact probate timelines and family confusion before you finalize documents.
Execution guidance included
Witnessing, notarization, and storage reminders are tied to your plan so it’s usable in real life.
How to build a complete estate plan here
01
Pick the right baseline (will vs trust)
Start with a will-based plan or trust-friendly structure based on goals, complexity, and property scenarios.
02
Add directives and authority documents
Coordinate healthcare directives and powers of attorney so medical and financial decisions have a clear pathway.
03
Finalize, sign, and store for access
Complete the execution checklist and store originals where your family and executor can retrieve them quickly.
Ready to choose an estate plan baseline?
Start with the plan that matches your goals and jurisdiction—then expand as life changes.
- Will
a will clarifies guardians, beneficiaries, and executor duties for many households
- Trust
trust structures can reduce probate exposure depending on state and assets
- Directives
healthcare and financial authority documents reduce decision gaps during emergencies
People who needed a complete plan, not just one document
The trust vs will explanation was the first time it felt practical instead of legal jargon.
What this hub covers
- Will planning and guardian/executor setup
- Living trust structures and funding reminders
- Healthcare directives and decision-maker appointments
- Financial powers of attorney and continuity planning
Plans built for real life
Transparent pricing. Upgrade or add documents as your needs evolve.
Will-based plan overview
Essential
$199+ state fees
Core documents for individuals with straightforward needs.
Get started- Will-based plan overview
- Healthcare directive guidance
- Secure document checklist
Most Popular
Most popular
Complete
$399+ state fees
Broader coverage for families and modest complexity.
Get started- Trust-friendly structuring options
- Beneficiary coordination
- Attorney review pathway where available
Deeper scenario mapping
Comprehensive
$699+ state fees
For blended families, business owners, or multi-state considerations.
Get started- Deeper scenario mapping
- Priority support
- Ongoing update reminders
Clarity today, confidence tomorrow
A practical contrast—what many families want versus what actually holds up over time.
DIY templates
Fast, but fragile
One-size language
Generic clauses may not reflect your state rules or family structure.
No continuity
Updates and signatures are easy to lose across years and moves.
Guided estate planning
Structured and defensible
Jurisdiction-aware flow
Questions and outputs aligned to how filings are actually reviewed.
Coordinated documents
Powers, healthcare, and dispositive documents read as one plan—not three PDFs.
Frequently asked questions
Do I need a will or a trust?
It depends on assets, privacy goals, probate exposure, and state rules. Many families start with a will-based plan and graduate to trust structures when complexity increases.
How long does setup take?
Most people complete intake in under an hour; finalization timing depends on review pathways and any state-specific steps.
Can I update my estate plan after major life changes?
Yes. Estate plans should be reviewed after marriage, divorce, relocation, births, deaths, or material changes to assets and beneficiaries.
Are witness and notarization requirements included?
Yes. Your execution checklist includes state-specific witnessing and notarization guidance where required.
Should healthcare directives and powers be prepared with my will or trust?
In most cases, yes. Coordinating these documents helps avoid gaps between your estate, medical, and financial decision pathways.
When should I involve an attorney?
Attorney support is recommended for higher-complexity estates, blended families, business interests, or multi-state property scenarios.
Need help deciding which estate path fits?
Compare will and trust options
Start with a baseline and expand your plan as complexity grows.
Ask an attorney
Get guidance for blended families, business interests, multi-state property, or higher-complexity estates.
