The all-in-one platform that combines personal estate planning with business succession. Built on a Revocable Living Trust foundation.
Personal and business protection, working together seamlessly.
The foundation of your estate plan. Avoid probate and keep your affairs private.
Learn morePowers of Attorney and Health Care Directives for everyone in your household.
Learn moreThree simple steps to protect your family and business.
Answer questions about your household, assets, and business structure. We'll recommend the right package for you.
We generate your complete estate and succession plan—all coordinated to work together seamlessly.
Get attorney review, execute your documents, and store everything in your secure digital vault.
Choose the package that matches your business structure. Both include complete personal estate planning.
For LLC business owners
+ $99/year for digital vault access
Personal Estate Planning
Business Succession
Included
For unincorporated businesses
+ $99/year for digital vault access
Personal Estate Planning
Business Succession
Included
Join small business owners who've simplified their estate planning. One package. One process. Complete peace of mind.