Healthcare directive (includes living will and medical power of attorney)
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Financial power of attorney
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3 educational guides
•
Last will & testament
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Healthcare directive (includes living will and medical power of attorney)
•
Financial power of attorney
•
3 educational guides
•
Living trust
•
Pour-over will
•
Healthcare directive (includes living will and medical power of attorney)
•
Financial power of attorney
•
4 educational guides
•
HIPAA authorization
•
Certificate of trust
•
Declaration of trust
•
Schedule of assets
•
Bill of transfer
•
Living trust
•
Pour-over will
•
Healthcare directive (includes living will and medical power of attorney)
•
Financial power of attorney
•
4 educational guides
•
HIPAA authorization
•
Certificate of trust
•
Declaration of trust
•
Schedule of assets
•
Bill of transfer
Who it’s for
Good for people who want an estate plan that’s simpler to set up and maintain.
Good for people who want an estate plan that’s simpler to set up and maintain. Plus, want attorney support throughout the process.
Good for people who want to help keep their family out of probate court. Requires more ongoing maintenance than a will.
Good for people who want to help keep their family out of probate court and want attorney support throughout the process. Requires more ongoing maintenance than a will.
Benefits
Name guardians for children
Name guardians for pets
Name agent to manage finances
Decide who gets assets & property
Communicate final wishes
Communicate healthcare wishes
Designate healthcare proxy
Define asset distribution criteria
Help family avoid probate court
Additional features
Document revisions
30 days included
1 year included†
30 days included
1 year included†
Library of 150+ downloadable legal forms
Secure, online document storage
Document printing & shipping
First set included
First set included
First set included
First set included
Attorney support
Unlimited 30-minute calls with network attorneys on new legal topics
#1 choice for online estate plans: Based on a February 2021 survey of consumers who used an online legal service for setting up an estate plan.
#1 brand for online estate plans: Based on responses to a February 2021 survey asking consumers about brand awareness for online legal services for estate planning. The survey was completed by consumers that had previously done estate planning or intended to do estate planning.
† Telephone consultations with a participating firm, during normal business hours, of up to one half (1/2) hour each, limited to one consultation for each new legal matter. Excludes business-related matters. Limit one Legal Assist Plan per estate plan. Benefits to the Legal Assist Plan continue automatically for $199 per year. You can cancel online or by calling. Attorney services are fulfilled through Legal Advantage Plus. For full details, see the Legal Plan Contract and Subscription Terms.
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