Getting started with your estate plan is simple. Here's how:
- Choose a plan: Pick the estate plan that fits your needs. If you're not sure, you can take our helpful quiz to get recommendations!
- Create an account: After choosing the plan you'd like to create, you'll create an account by entering your email and creating a password. Then, you'll start entering your basic details to kick off the process.
- Purchase your plan & complete the questionnaire: Once you've answered the initial questions, purchase your plan to unlock the full questionnaire. From there, continue answering a series of questions to generate your personalized, state-specific documents. Your progress saves automatically, so you can always pick up where you left off.
- Sign and notarize: Once your documents are ready, sign and notarize them as required, then make sure your loved ones know where to find them.
A few handy tips:
- Use Save & Continue to move forward and Back to review previous answers.
- To resume later, log back in and click "Finish your document designations" from your home page.
- Need help? Hit the "Ask Assistant" button in the top right corner at any time or navigate to your Support page from the left-hand side menu.