Estate and business succession planning

For everything
you've built.

Your will. Your family. Your business. Bring your wishes and next steps together in one Living Plan.

Plan for my family Plan for my business

Start free.

I'm an advisor

Your next chapter starts here

Two ways to begin.

For your family

Your wishes. Written down.

Make your will and estate plan in plain words, with clear steps for where you live.

A will, powers of attorney, and health wishes. Lawyer review available.

From $199. Your first year is included. Then $49 a year.

Start your plan Explore estate plans

For your business

What comes next. Made clear.

Start your business succession plan with a value range, paths that fit, and the gap to work on first.

Take the free 5-minute check. No financial statements needed.

The check is free. The Owner plan is $149 a month, or $1,490 a year.

Take the 5-minute check Explore business plans

30-day money-back guarantee on estate setup fees.

Compare all plans and prices

See the six paths you can explore

Sell to your employees
Pass it to family
Sell to an outside buyer
Sell to a competitor or larger company
Sell to your managers
Wind it down

A little clarity goes a long way

One step. Then the next.

Start where you are.
Tell us about your family or your business.
Make a plan that fits.
Put your wishes in writing. See your next steps and bring in the people you trust.
Keep it part of life.
Come back as your life changes. Your plan gives your family a clear place to start.

See how it works How we protect your information

A good place to start

Clear answers. At your pace.

Read all guides

Your family

Do I need a will?

Your business

What is my business worth?

Your next chapter

Sell your business to your employees

Common questions

See all questions

Is this legal advice?

No. Succession Plan is not a law firm. We give you information and documents built from your answers. A lawyer can review your plan for a flat fee, and the lawyer gives the advice.

Does it work where I live?

Yes. It is available in every US state and Canadian province. Each one shows its review status, and the signing steps follow its rules.

What if I already have a will?

Good. Upload it. We show you a plain-English summary of what it says and what may be missing. That part is free.

Do you sell businesses?

No. We help you and your business get ready. If selling is your path, we refer you to a broker or marketplace. We are not a business broker.

Can my children or my advisor help?

Yes. Invite them with one link. You decide what each person can see and change, and you can change it any time.

Where we are available

Available in every US state and Canadian province. Each one shows its review status.

Built to your state's or province's rules. Lawyer review available.

See every state and province

United States

Canada

Live somewhere else? Ask for a callback and a person will help you.

Talk to a person

A little planning. A lot of peace of mind.

Start with what matters to you. We will help you take the next step.