Financial Fitness

Will-Based Estate Plan

Customized, state-specific Wills for $159, or $259 for couples

Create My Will

Will-Based Estate Plan

A plan for who will look after our children and what should happen to your assets, if something happens.


Also includes the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes.

Benefits

  • Nominate child and/or pet guardians
  • Decide who will handle your affairs
  • Leave specific gifts (money, possessions, property, etc,)
  • Determine how your assets will be distributed 
  • Exclude individuals from receiving your property
  • Specify your final arrangements
  • Note any special requests
  • Decide what should happen in a medical emergency
  • Designate health care agents
  • Grant trusted individuals access to your medical records

Included Documents

Last Will & Testament

Last Will & Testament

Your final wishes for your possessions, dependents, and arrangements.

HIPAA Authorization

HIPAA Authorization 

Authorizes trusted individuals to receive your protected health information for specified purposes.

Living Will

Living Will

Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

Power of Attorney

Power of Attorney

Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.

HOW IT WORKS

The modern way to create, manage, & update your Will

1

Answer a few

simple questions

Create your Will-Based Estate Plan by deciding what's right for your and your family with options customized to your specific needs.


2

Instantly download or

ship your documents

Instantly download your documents or request a complimentary shipment - included with your initial purchase.


3

Sign & notarize at

your convenience

Finalize your documents and make them legally binding with your signature and a notary.



Ensure your children and loves ones 

are taken care of. 

A Will-Based Estate Plan includes customized and state-specific documents to name guardians for your children, catalog your assets, and outline what should happen in a medical emergency.  Your family and loved ones are taken care of when things are handled the way you want.

It's your Will. It should be created by

you, with help if you need it.

Creating a Trust-Based Estate Plan ensures your children, pets, assets, final arrangements, and health care preferences are exactly as you'd like them.  Experts are standing by to help every step of the way.


Create My Will

A Will that's built by attorneys & customized by you

Last Will & Testament

Your final wishes for your dependents and arrangement, with specific references to the details outlined in your Trust.


HIPAA Authorization

Authorizes trusted individuals to receive your protected health information for specified purposes.


Power of Attorney

Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.



Living Will

Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.



FAQ

What is the difference between a Trust and a Will?

What is the difference between a Trust and a Will?

A Trust goes into effect immediately after it is funded, while you are still alive.  Trust offer greater control over when and how your assets are distributed and allow you to avoid probate.

Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

Does my WIll have to be notarized?

Does my Will have to be notarized?

Legally, your Will does not have to be notarized*. However, it will be harder to administer after your death with no notarization.  Most Wills today are designed to be 'self-proving'. This makes it easier to administer after death.  A self-proving Will does require notarization.


*Unless you live in Louisiana, in which case you are legally required to have your Will notarized.

When should I update my Will?

When should I update my Will?

We suggest that individuals review and /or update their Wills after any life milestone or every three to five years.  Milestones can include: marriage or remarriage, the purchase of a home, the birth of your first child and subsequent children, the first time you travel without your children, and any deaths in the family.

Can I write a Will for someone else?

Can I write a Will for someone else?

Yes, you can create a Will for someone else.  Whether it's for your spouse, child, or a loved one with dementia.  Keep in mind however, that the person for whom the Will is created (known as the Testator) will need to review 

What happens if I don't have a Will?

What happens if I don't have a Will?

If you pass away without a Wil, it's known as dying interstate.  Intestacy laws vary from state to state but typically, the court will decide how your assets and debts will be distributed.  Prioritizing your Estate Planning is the best way to ensure that your wishes will be properly executed.

Does a Will protect me from probate?

Does a Will protect me from probate?

A Will alone will not protect your from probate.  Any assets that are titled in the decedent's sole name, not jointly owned, not payable-on-death, don't have any beneficiary designations, or are left out of a Living Trust are subject to probate.