Every family deserves a plan that works.
Why we built this.
We watched too many families struggle with succession planning. Not because they did not care. Because the process was broken.
The legal system gives you documents. Your attorney gives you advice. Your financial advisor gives you projections. But nobody gives you a plan that ties it all together, stays current, and is actually ready when your family needs it.
That is what Succession Plan does.
We built it for the farmer who has 800 acres and a will from 2009 that does not mention his grandchildren. For the family with $8M across three LLCs who cannot get their attorney and their CPA in the same room. For the 74-year-old who wants to get this right but does not know where to start.
We built it for families who have spent a lifetime building something worth protecting.
What we believe.
Your plan should live as long as your family needs it.
A will in a drawer is not a plan. A plan stays current, adapts to changes, and is ready when it matters.
Simplicity is a form of respect.
Our users are accomplished people dealing with complex matters. We owe them clarity, not jargon.
Your advisors should work together.
The best plans are built by a team: your attorney, your CPA, your financial advisor. We give them one place to collaborate.
Fairness takes work.
When a family includes a farm or a business, dividing things equally is often not fair. We give families the tools to model different scenarios and have honest conversations.
Technology should feel like help, not homework.
We designed every screen for someone who would rather be doing anything else. Large text. One question at a time. A real person to call.
Your documents are yours.
Always. We never hold a family's documents hostage. Download everything, anytime.
Get in touch.
Have a question? Want to talk through whether Succession Plan is right for your family?
Call us. A real person will answer. We promise.