Start for free by choosing a plan. 

Once you start a plan below you will navigate a step by step interview that will ask simple questions to customize your documents. Pay when you print.

side by side comparison

Basic Will Package - Individual
$119
  • o Last Will & Testament
  • o Guardianship of Minors
  • o Gifts of Personal Property
  • o Financial Power of Attorney
  • o Health Care Directive
  • o HIPAA Release
  • o Guardianship of Pets
    Basic Will Package - Couple
    $219
    • o Last Will & Testament (2)
    • o Guardianship of Minors (2)
    • o Gifts of Personal Property (2)
    • o Financial Power of Attorney (2)
    • o Health Care Directive (2)
    • o HIPAA Release (2)
    • o Guardianship of Pets
    Advanced Will and Trust - Individual
    $479
    • o Revocable Living Trust
    • o Pour-Over Will
    • o Guardianship of Minors
    • o Gifts of Personal Property
    • o Financial Power of Attorney
    • o Health Care Directive
    • o HIPAA Release
    • o Guardianship of Pets
    • o Trust Funding Documents
    Advanced Will and Trust - Couple
    $579
    • o Revocable Living Trust (2)
    • o Pour-Over Will (2)
    • o Guardianship of Minors(2)
    • o Gifts of Personal Property (2)
    • o Financial Power of Attorney (2)
    • o Health Care Directive (2)
    • o HIPAA Release (2)
    • o Guardianship of Pets
    • o Trust Funding Documents

    planning ahead

    Get organized

    Start by thinking about the people you want to include in your estate plan. If you have a blended family, take care to record a detailed family tree highlighting each individual and their relationship to you. Then, ask a trusted family member or friend to consider serving as your executor.

    Next, document what you own (your assets) and what you owe (your liabilities). This can help you get a more complete picture of your financial situation to determine how complicated your estate is and what type of estate planning needs to be done. Before you begin it’s suggested to have the names, addresses, phone numbers, and emails of the persons to be listed in your documents. 

    Lastly, think about how you’d like some important issues to play out:

    • Who do you want as guardian of your minor children?
    • Do you want your children to receive everything you own equally?
    • Who do you want to have legal authority to distribute your assets?
    • Do you want assets left to your spouse to be held in trust?
    • What instructions would you like to include about your final resting place?
    • Do you plan to leave money to any charities?
     

    Complete your final tasks

    Review, print, and sign your documents. In California a Will does NOT have to be notarized to be valid. The Will can be validated by two adult witnesses.  The Trust, Financial Power of Attorney, Heath Care Power of Attorney, DO need to be notarized. Paper and electronic copies should be stored in a secure place.

    Lastly, although much of this information is considered confidential, it’s important to inform family members, loved ones, and also your advisors. Here are few things you can do:

    • Talk with your family about your goals and wishes. Let them know where you store your documents and consider providing someone with copies.
    • Write down the names of your trusted advisors such as a CPA or attorney so your executor, trustee, and family members can contact them if necessary.