Complete My Estate Planning
Step 1: Create Essential Documents
Wills & Trusts
Starting at $495, create a new Will and Trust in under 20 minutes, or upload your existing documents.
Health Care Directive
Free with any Will or Trust, create a Medical Power of Attorney and Living Will in under 10 minutes.
Power of Attorney
Free with any Will or Trust, create a Power of Attorney tailored to your state laws in under 5 minutes.
Will-Based Estate Plan
Personalized, state-specific plan for your assets, children, medical care, and final arrangements.
$495
1 year updates included
Documents included:
✔️ Last Will & Testament
✔️ HIPAA Authorization
✔️ Living Will
✔️ Power of Attorney
Trust-Based Estate Plan
All of the coverage of a Will, plus the benefit of avoiding probate to reduce family burden.
$1,400
1 year updates included
Documents included:
✔️ Revocable Living Trust
✔️ Schedule of Assets
✔️ Pour Over Will
✔️ HIPAA Authorization
✔️ Living Will
✔️ Power of Attorney
✔️ Certification of Trust
Step 2: Organize Important Estate Information
In addition to essential legal documents, it's critical to organize important estate information making it easy for your family to handle your affairs with confidence and peace of mind. Below are some of the areas we help you organize and share with a trusted individual...
In the Home section of your Legacy Portal you can add a letter to your family and in the Legacy section you can upload a Life Legacy Video that can provide your thoughts and wishes for future generations.
Step 3: Record Your Life Legacy Video
What is a Life Legacy Video?
A Life Legacy Video is a recorded video message where a person shares their life story, values, wisdom, and messages for loved ones, intended to be preserved and passed down to future generations. Think of it as a living memory, not just a biography.
How do I create my Life Legacy Video to add into my Legacy portal?
We will host a 1-hour online interview that can be downloaded and added into the Legacy section of your portal. The cost is $500 for this service and you can contact us at [email protected] to schedule your interview.
Can I see an example of questions you might ask?
Below is an example of questions we may ask you.
1. Opening & Life Overview (5–10 minutes)
Where were you born, and what do you remember most about your early childhood?
What was your family like growing up? Who influenced you the most?
When you think about your younger self, what stands out?
2. Defining Life Moments (15 minutes)
What were some of the biggest turning points in your life?
What challenges shaped you the most—and what did they teach you?
What accomplishments are you most proud of (big or small)?
Who were the most important people in your life, and why?
3. Values, Beliefs & Wisdom (15 minutes)
What values have guided your decisions in life?
What does a “good life” mean to you?
What lessons did life teach you the hard way?
What beliefs or habits helped you get through difficult seasons?
4. Family, Love & Relationships (10 minutes)
What do you hope your family remembers most about you?
What traditions or memories do you cherish the most?
What advice do you have for maintaining strong relationships?
5. Legacy Messages & Looking Forward (10 minutes)
What wisdom would you like to pass on to future generations?
If you could write a letter to your loved ones 20 years from now, what might it say?
What do you feel is your legacy — not in things, but in impact?
If time allows:
Is there anything you’ve never been asked — but wish someone would ask you?
FAQs
Should I get a Will or Trust?
If you are married we recommend you set up a Trust. You can also CLICK HERE to take a quiz that will help you decide.
What if I need to make updates?
You can make free updates for 1 year. After that every time you make updates it will cost $500 for your Trust and $200 for your Will.
Can I download information entered into my Legacy portal?
Yes, you can download what you enter to also save wherever you like and/or to print and place a physical copy with your other important legal documents.
Will I be asked to enter usernames and passwords to any accounts?
Absolutely not - your passwords should be maintained in a secure password service like LastPass. You can then note in your Legacy portal that your passwords are maintained there and LastPass allows you to share password access with a trusted person.