Available first in New York and Georgia
Everything your family will need, in one secure place.
Create your will or trust, have an attorney review it, and keep track of what you own and where it is, so passing it on is simple.
Net worth
$931,400
- Will approved by attorney
- Executor and backup named
- Home not yet moved into trust
- 401(k) beneficiary is out of date
1
Create
Answer plain-English questions. We build your will or trust for your state.
2
Review
A licensed attorney in your state reviews your plan before you sign.
3
Maintain
Plan Health shows what is missing, such as an account that never made it into your trust.
4
Transfer
When the time comes, the right people get verified access and a clear list of what to do.
Your family can find everything
One organized record of accounts, policies, property, advisors and where each original document is.
A plan that keeps working
Most plans fail after signing. We watch for gaps and remind you when life changes.
Attorney review, not just a form
Higher-risk situations go straight to an attorney instead of an automated document.