What you've built deserves to endure.
The complete plan for passing on your land, business, and legacy. Not just a will in a drawer. A living plan that grows with your family.
No credit card needed. Start free. Upgrade when you're ready.
You worked your whole life to build what you have.
Your land. Your business. Your home. The life you've made for your family.
You know you need a plan to protect it. But the process feels hard. The legal language is confusing. Your papers are scattered. Your advisors don't talk to each other.
You are not alone. Most families feel this way. That is exactly why we built Succession Plan.
Not just a document. A living plan.
Other services give you a will and send you on your way. That is a start, but it is not enough.
A will in a drawer
- Does not track whether your trust is funded
- Does not flag when beneficiary choices conflict
- Does not update when you buy new land
- Does not update when a grandchild is born
- Does not coordinate your advisors
A living plan
- Tracks whether your trust is funded
- Flags when beneficiary choices conflict
- Updates when you buy new land
- Updates when a grandchild is born
- Keeps your advisors on the same page
Succession Plan is different. It is a living plan that stays right, keeps your advisors on the same page, and is ready when your family needs it.
Three steps to peace of mind.
Start with what you have.
Upload your will, trust, deed, or tax return. Our system reads your papers and shows you what is covered.
Fill in the gaps.
Answer simple questions, one at a time. We guide you through everything your plan needs.
Keep it current.
Life changes. Your plan changes with it. Our team reviews law changes with our partners. Your plan stays ready.
Everything your family needs. Nothing they don't.
Upload what you already have.
Don't start from scratch. Upload your papers. We read them and show you a plain English summary.
One question at a time.
No long forms. No legal jargon. We ask one simple question, wait for your answer, and move on. Save your work any time.
Your advisors, one place.
Invite your attorney, CPA, and financial advisor. Everyone sees the plan. No more playing telephone.
Fair for everyone.
If you have a farm or business, dividing things fairly is hard. Our tools let you model different ways and see the result for each child.
Ready when it matters.
When the time comes, your family has a clear, organized plan. No searching through drawers. No guessing.
Built for people who want to get this right.
Where we are available
Live in 5 jurisdictions. More coming soon.
- Live in Iowa
- Live in South Dakota
- Live in New York
- Live in Alberta, Canada
- Live in Ontario, Canada
Simple, honest pricing.
One payment builds your plan. Your first year is included. After that, a small yearly fee keeps your plan current.
$299
to start, with your first year included
Plans start at $299. Every plan includes your core documents, plan health monitoring, and a real person to call. Compare that to the $5,000 to $15,000 a law firm charges.
Every setup fee comes with a 30 day money back guarantee.
Not ready yet? Start free. Upload your documents and get a plain English summary and gap report. No credit card needed.
Common questions.
Is this a replacement for my attorney?
No. Succession Plan works alongside your attorney, CPA, and financial advisor. We put it all in one place so your team can work together.
What if I already have a will?
Great. Upload it. We will read it, summarize what is there, and show you what else your plan needs.
Is my information safe?
Yes. We use bank-level encryption to protect everything you share. Your information is never sold. You control who sees what.
Can my children help me with this?
Yes. Many families work on this together. You can invite a family member to help while keeping full control of your plan.
What happens if I cancel?
Your documents are yours. You keep full access to download each paper you finished, even after you cancel.
The best time to start was years ago. The second best time is today.
You do not need to finish in one sitting. You do not need to have everything figured out. Start with what you have. We will guide you from there.
Start Your Plan: It's Free to Begin