From “I don’t know where to start” to “everything is in order.”
Most families put off succession planning because it feels too complicated. We broke it into simple steps you can do at your own pace.
Start with what you have.
You probably have some documents already: a will, a trust, a deed, maybe some insurance policies. Upload them. Our system reads each one and shows you a plain-English summary.
- Who is named and in what role
- What assets are covered
- What is missing or outdated
- What might conflict with your other documents
Answer a few questions.
We guide you through the rest of your plan with simple, one-at-a-time questions. Each question comes with a plain-English explanation of why it matters.
- Who should make medical decisions if you cannot?
- Who should manage your finances if you are unable to?
- How should your assets be divided?
- Who should raise your minor grandchildren if needed?
Build your documents.
Based on your answers, we generate your documents using your state or province's legal requirements. Everything is in plain language with legal terms explained where they appear.
- A will
- A living trust
- A pour-over will
- A healthcare directive
- A financial power of attorney
Bring in your team.
Invite your attorney, CPA, financial advisor, and insurance agent to review your plan. Each person sees only what you want them to see.
- Your attorney reviews the documents for legal accuracy
- Your CPA checks the tax considerations
- Your financial advisor confirms the numbers work
- Everyone is on the same page
Sign and make it official.
We walk you through exactly how to make your documents legally valid in your state or province. The rules are different for each document.
- Your will is signed in person, on paper, with two witnesses. That is the law. Remote notarization never completes a will. It can only add the self-proving affidavit.
- Your financial power of attorney and healthcare directive can be notarized on video from home, where the law allows it.
- On our Concierge plan in Iowa, we send a notary and two witnesses to your home for $350 per visit.
Keep it current.
Life changes. A grandchild is born. You buy new land. You move. When the law changes, our team reviews it with our attorney partners. When your plan needs an update, we let you know.
- Your plan-health score shows what is current
- We flag what needs your attention
- We highlight what is missing
You are never alone.
Every step of the way, you have:
Ready to start?
Start free. Upload your documents and get a plain-English summary and gap report. No credit card needed.
Start Your Plan: Free to Begin