Step 1 of 7 · Your Information

Let's start with your basic information

This information will appear on all of your estate planning documents. Please enter it exactly as you'd like it to read legally.

Your Full Legal Name

Date of Birth

Home Address

City

State

ZIP Code

Your Email Address (for document delivery)

Phone Number (optional)

Step 2 of 7 · Children & Dependents

Do you have children or other dependents?

This affects how your assets will be distributed and who you'd like to name as guardian for any minor children.

Do you have children?

Yes No

Do you have other financial dependents? (parents, siblings, others)

Yes No

Step 3 of 7 · Beneficiaries

Who should receive your estate?

Name the people or organizations who will receive your assets. You can split your estate among multiple beneficiaries.

Tip: Most people leave their estate equally to their spouse (or children if no spouse). You can also name charities, trusts, or other entities.

Primary Beneficiaries

List each primary beneficiary, their relationship to you, and the percentage of your estate they should receive. Percentages must total 100%.

Contingent (Backup) Beneficiaries (if all primary beneficiaries predecease you)

Are there any specific bequests you'd like to make? (optional) E.g., jewelry to a daughter, a vehicle to a nephew, cash to a charity.

Step 4 of 7 · Executor & Trustee

Who will carry out your wishes?

Your executor handles your will and estate after you pass. Your trustee manages any trust you create. These can be the same person.

Primary Executor / Trustee

Full Name

Relationship

Address (optional — required in some states)

Alternate Executor / Trustee (if primary is unable to serve)

Full Name (optional)

Relationship (optional)

Step 5 of 7 · Healthcare Decisions

Who will make medical decisions for you?

Your Healthcare Power of Attorney names someone to make medical decisions if you're incapacitated. Your Advance Directive documents your specific wishes for end-of-life care.

Healthcare Power of Attorney Agent

Full Name

Relationship

Phone Number (optional)

Alternate Healthcare Agent (if primary is unavailable)

Full Name (optional)

Relationship (optional)

Life-Sustaining Treatment Preferences

If you have a terminal illness or irreversible condition with no reasonable expectation of recovery, what are your wishes?

Do not use life-sustaining treatment to prolong dying

I want comfort care focused on dignity and pain relief.

Use all available life-sustaining treatment

I want every medically reasonable option taken.

Leave this decision to my Healthcare Agent

My agent will decide based on my overall condition.

Any additional healthcare wishes? (optional) Organ donation preferences, specific treatments, religious considerations, etc.

Step 7 of 7 · Assets & Final Notes

Assets, digital accounts, and anything else

Help us understand your estate so we can make sure your documents are comprehensive and accurate.

Types of assets in your estate (check all that apply)

Primary residence / real estate Investment accounts (brokerage, stocks, bonds) Retirement accounts (IRA, 401k, pension) Life insurance policies Business interests / ownership Cryptocurrency or digital assets Vehicles Personal property / valuables / collectibles

Digital Accounts & Instructions (optional — for Digital Asset Instructions document) List any online accounts, subscriptions, or digital assets and any access instructions. Do NOT include actual passwords here — just descriptions.

Funeral & Burial Wishes (optional)

Anything else you'd like included or that we should know? (optional)

Ready to generate your documents! After you submit, our AI will use your answers to create your personalized, state-specific estate planning documents. They'll appear in your secure portal within a few minutes. You'll receive an email when they're ready.

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