Estate Planning + Business Succession
The all-in-one estate planning platform for small business owners. Combine household protection with business succession in one seamless package.
Keep your assets private and out of costly probate court with a Revocable Living Trust.
Personal estate planning and business succession documents—coordinated to work together.
Powers of Attorney and Health Care Directives for everyone in your household.
Store, share, and manage all documents securely. Grant access when needed.
Personal Estate Planning
Built on a Revocable Living Trust foundation, your estate plan includes everything your household needs—avoiding probate and ensuring your wishes are honored.
Business Succession
Tailored documents for Single Member LLCs and Sole Proprietorships. Ensure smooth transitions and business continuity.
How It Works
Answer questions about your household, assets, and business structure. We'll recommend the right package for you.
We generate your complete estate and succession documents—all coordinated to work seamlessly together.
Get attorney review, execute your documents, and store everything in your secure digital vault.
Pricing
Both packages include complete personal estate planning plus business succession documents.
For LLC business owners
+ $99/year for digital vault
For unincorporated businesses
+ $99/year for digital vault
Join small business owners who've simplified their estate planning. One package. One process. Complete peace of mind.