About Succession Plan
What is Succession Plan?
It is a Living Plan for your family and your business. It holds your will, powers of attorney, and health wishes. If you own a business, it holds your succession plan too. It stays current as life changes.
Is this legal advice?
No. Succession Plan is not a law firm. We give you information and documents built from your answers. For advice, talk with your own lawyer or accountant. A lawyer review is also available for a flat fee.
Do I need a lawyer?
Many people sign their documents without one. If your situation is complex, a lawyer is a good idea. You can invite your own lawyer into your plan, or add our flat-fee lawyer review.
Does it work where I live?
Yes. It is available in every US state and Canadian province. Each one shows its review status. Your documents and signing steps follow its rules.
How much does it cost?
Estate plans cost $199, $499, or $1,495 to set up, with the first year included. Then $49, $99, or $249 a year. The Owner plan is $149 a month, or $1,490 a year. Starting is free.
Your will and estate plan
Is my will valid?
A will works when it is signed the way your state or province requires. We give you those exact steps as a checklist. We cannot tell you a will is valid. A lawyer can.
Can I sign my will online?
No. You print your will and sign it in ink with witnesses. Some other papers can use remote online notarization, where your state allows it, never for wills.
What happens after I sign?
Store the originals somewhere safe and tell your chosen people where they are. Your plan keeps a copy and a record of when you signed. We prompt you to review it after big life changes.
What if I already have a will?
Upload it. We show a plain-English summary and what may be missing or out of date. That part is free.
Can my children help me?
Yes. Invite them with one link. They can help, and you stay in charge of what they see and change.
Can my advisor see my plan?
Only if you invite them. You can give your lawyer, accountant, or financial advisor a seat and choose exactly what they see. You can remove them any time.
What happens if I cancel?
Your finished documents stay yours to download. Updates and monitoring stop. Estate setup fees have a 30-day money-back guarantee.
Is my information safe?
Your data is encrypted in transit. Sensitive numbers are encrypted field by field. Every change is written to a log that cannot be edited. We never sell your information.
Your business
What is an EOT?
An EOT, or Employee Ownership Trust, is a Canadian trust. It buys and holds a business for its staff. As of 2026, a qualifying sale to an Employee Ownership Trust can exempt up to $10 million of capital gains. Confirm with your accountant.
What is an ESOP?
An Employee Stock Ownership Plan is a US retirement plan that buys shares of the company for its employees. As of 2026, selling to an ESOP may let you defer the tax on your gain (Section 1042). It applies to C corporation stock when the ESOP ends up owning 30% or more. Confirm with your accountant.
Do you sell my business?
No. We get you and your business ready to sell, then refer you to a broker or marketplace. We are not a business broker, and we take no fee on a sale.
How do you estimate what my business is worth?
We start from your profit before your own pay and add personal costs the business covers. Then we apply what similar businesses sold for, from published market data. This is an estimate, not a formal valuation.
Is the 5-minute check really free?
Yes. No credit card and no financial statements. You can get your result by email and book a free call if you want one.