(b) How it works

Sealed in four deliberate steps

Estate planning has a reputation for dragging. Ours is designed to end — with signed paper in your hands and a plan that keeps itself current.

  1. 01

    Tell us your story

    A guided questionnaire walks through your family, your home, your accounts, and your wishes. Save and return whenever you like — most people finish in twenty minutes.

    About 20 minutes
  2. 02

    We draft it

    Your answers assemble into full documents written for your state's law. A licensed attorney then reads every page and flags anything that needs a second look.

    2–4 business days
  3. 03

    Sign & seal

    Sign electronically or print and sign before a notary. We arrange remote notarization where your state allows it, and tell you exactly who needs to witness what.

    Same day
  4. 04

    Stored & updated

    Originals ship to your home in an archival folder. Digital copies stay encrypted in your vault, and updates are free forever — marriage, a new child, a move, a new account.

    For life

What you'll need

Gather these first

People

Names of your beneficiaries, executor, guardians, and backups.

Property

A rough list of accounts, property, and anything with a title.

Wishes

Any specific gifts, charitable giving, or care instructions.

Begin your questionnaire