A will, a living trust, or both — complete state-verified packets with the option of phone support. So your family never faces probate, guesswork, or delay alone.
Each packet's guide walks you through the choice — and all documents are included with the trust.
One verified packet per state. Every document, every step, every blank — red-marked so you know exactly what to fill.
Complete form — independent executor, guardian nominations, self-proving affidavit. Signed by you and two witnesses.
The full instrument — options: 1. revocable, 2. irrevocable (your choice) — spendthrift clause, Schedule A for your assets.
Walks you through each decision in plain language — timing, signing, witnesses, and funding steps. No legalese.
The third-party certification banks and institutions ask for — no need to expose the full instrument.
Special warranty deed, assignment of personal property, and spousal consent for community property.
The step-by-step execution order with an asset ledger — the difference between a trust that works and a paper shell.
Optional 30-minute add-on ($99) for your specific assets and questions.
Catches any asset left outside the trust and pours it in at your passing — no gaps in the plan.
Name someone to handle your finances if you cannot — state statutory form.
Medical power of attorney and treatment wishes in one document.
Your care instructions and preferences, stated in advance.
The people, preferences, and daily details your caregivers need.
Transfer real property as a gift, without a sale — inter vivos deed of gift.
Sworn statement identifying heirs where no probate is needed (Texas form).
Amend your Last Will without rewriting it — executed with the same formalities.
Standalone health care agent designation — separate from the full directive.
Accounts, contacts, and wishes in one place for the person who steps in.
Authorize a caregiver to make medical decisions for your minor child while you're away.
Available in Texas, Arizona & Florida. One-time payment — documents in your inbox minutes later.
Complete document set for your state — you fill in the red-marked blanks with the step-by-step guide.
We prepare the complete set for you from your details, coordinate the steps, and hand you everything ready to sign.
A private 30-minute session to walk through your specific assets, questions, and next steps.
Just added to the library. $25 each with the DIY packet — and with Done-For-You, they are included if your situation calls for one. Tell us what you need.
Transfer real property as a gift, without a sale — inter vivos deed of gift.
Sworn statement identifying heirs where no probate is needed (Texas form).
Amend your Last Will without rewriting it — executed with the same formalities.
Standalone health care agent designation — separate from the full directive.
Accounts, contacts, and wishes in one place for the person who steps in.
Authorize a caregiver to make medical decisions for your minor child while you're away.
One update per month, questions answered by email, and alerts when your state's statutes change. Your plan stays current without thinking about it.
Your documents, kept current — month to month. Cancel anytime.
DIY or Done-For-You. One-time payment; phone session optional.
Documents land in your inbox minutes after purchase.
The step-by-step guide walks you through signing, witnessing, and funding steps.
Every blank is red-marked. Nothing to guess, nothing to miss.
Checklist + ledger take assets into the trust — properly recorded.
The packets are verified, complete, and ready — documents in your inbox minutes after purchase.
Tell me what you're planning — a first will, a trust, or protection from a specific concern. I'll tell you which path fits, usually within 24 hours.