Estate planning made easy.
Special offer for credit union members: get 20% off any estate plan.
Which plan is right for you?
Credit union member discount automatically applied at checkout. Need help deciding? Take our quiz here.
Trust
Avoid probate by creating a complete Trust-Based Estate Plan for the protection and transfer of your most important assets.
$499
$399.20
(20% off)
-
Will
A plan for who will look after your children, what should happen to your assets and how you’d like to be cared for, when you need it.
$199
$159.20
(20% off)
How it works
We're the smart, modern way to create, manage, & update your estate plan online.
- 1
Choose your plan
Pick the plan that's right for you. Your 20% discount will be automatically applied toward the plan you choose.
- 2
Answer a few simple questions.
You will be guided through our step-by-step process to complete your documents. Your answers will save as you go, and our member support team is always standing by to help if needed.
- 3
Instantly download your documents
Your 20% off discount will be automatically applied at checkout toward the plan of your choice, then download your documents on your computer or request shipment.
- 4
Sign and notarize at your convenience.
Finalize your documents and make them legally binding with your signature and a notary.
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A Will-Based Estate Plan
A plan for who will look after your 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.
Your dedicated support team.
Questions about your plan? Don’t rely on googling or guesswork - your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.
We’re available:
• Monday-Friday 7am-5pm PT
Get started today.
Your family’s future is in your hands. Complete your estate plan today and gain peace of mind tomorrow.
Get started today.
Your family’s future is in your hands. Complete your estate plan today and gain peace of mind tomorrow.
