Find Your Way Through Estate Planning
We simplify estate planning with a guided assessment that shows you exactly what you need. Clearly explained, fully sourced, and completely free.
Start the Assessment"Estate planning isn't about death. It's the peace of knowing your family is protected."
Clarity in Three
Simple Steps
Answer 8 Questions
Plain language, no jargon. We ask about your life stage, family, and what you've already got in place. Takes about five minutes.
Get Your Direction
Based on your answers, we'll show you what estate planning likely makes sense for your situation. Clearly explained, with sources.
Download Your Plan
Take your personalized checklist with you. Print it, share it with your spouse, or bring it to your first meeting with an attorney.
Built on Trust,
Not Sales
We created this site to help people at a confusing moment in life, not to harvest leads or sell legal services.
No Data Collected
Your answers stay in your browser. Nothing is stored, tracked, or sent anywhere.
No Referral Fees
We don't sell leads to lawyers or earn commissions on referrals.
Every Fact Is Sourced
Every claim links to state laws, bar associations, and government sites.
Guides for Every
Question
Estate Planning Guides
Read the guideWill vs. Trust: What's the Difference?
What's the difference, and which one do you actually need? A clear breakdown.
Read the guideWhat Is Probate? A Plain-Language Guide
Everyone says to avoid it. Here's what probate actually is, what it costs, and when it matters.
Read the guideNaming a Guardian: The Decision Parents Put Off
The most important decision parents don't realize they're putting off, and how to make it.
Read the guideWhat Is a Living Will? (And Why You Need One)
A living will isn't about death. It's about making sure your wishes are heard when you can't speak for yourself.
Read the guideEstate Planning When You Have Minor Children
If you have kids under 18, estate planning is one of the most important things you can do as a parent.
Read the guide