Make your estate plan,
and make it count.
Create a personalized will or trust through guided questions — no confusing jargon, no expensive appointments. Protect the people who matter most, in about 15 minutes.
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Select Your Plan
Which plan do you need?
Compare your options below — or take the quiz and we'll match you.
Will Plan
Cover the basics
Essential protection to name guardians, choose beneficiaries, and leave clear instructions.
- Appoint guardians for your children
- Name who inherits your assets
- Set your medical & final wishes
Trust Plan
Avoid probate, protect privacy
Everything in the Will Plan, plus added protection to pass your assets on smoothly and privately.
- Skip probate entirely
- Keep your estate private
- Reduce the burden on your family
What's the difference between a trust and a will?
Both protect your family. The right choice depends on your assets and goals.
Start with a will when:
- You want to cover the essentials affordably
- You need to name guardians for your children
- Your estate is relatively straightforward
Add a trust when:
- You own a home or real estate
- You want your family to avoid probate
- You value privacy and more control
Find Your Plan
Not sure which plan is right for you?
Answer a few quick questions and we'll recommend the plan that fits your family — no guesswork.
- Takes about 1 minute
- Personalized to your situation
- Private — never shared
Do you have children under 18?
Real stories from families like yours
Discover testimonials from Clients who have transformed their families life needs with Wise Legacy.
We tried three attorneys over 2 years. With Wise Legacy, we finished in one afternoon. Finally, we have peace of mind.
Maria Angelica P.
From Overwhelmed to Done
What You Can Create
The documents your family needs
Build a complete estate plan with the essentials — all in one place.
Last Will & Testament
Easy to UseName guardians for your children, choose who inherits your assets, and set your final wishes.
Create DocumentLiving Trust
Easy to UsePass your assets to loved ones while avoiding probate court — keeping things private and fast.
Create DocumentPower of Attorney
Easy to UseAppoint someone you trust to handle financial or medical decisions if you ever can't.
Create DocumentAdvance Health Care Directive
Easy to UsePut your medical preferences in writing so your family never has to guess.
Create DocumentLiving Will
Easy to UseDocument the end-of-life care you do — and don't — want, clearly and in advance.
Create DocumentHIPAA Authorization
Easy to UseLet chosen people access your medical information when it matters most.
Create DocumentOne Living Plan
Plan smarter. Protect more.
Your estate plan shouldn't be a document you file away and forget. Wise Legacy keeps it living, connected, and ready whenever your family needs it.
Unlimited updates
Life changes — a marriage, a new baby, a new home. Update your plan any time, at no extra cost.
Share with trusted contacts
Give the people who matter secure access, so your family always knows where everything is.
Smart alerts & insights
Personalized reminders help you keep your plan complete and up to date as your life evolves.
Why Wise Legacy
Support that evolves with you
Expert tools, tailored to you
Guided questions adapt to your family and assets, so your plan fits your real life — not a generic template.
Guidance you can count on
Plain-English explanations at every step, plus clear signing and notarization instructions for California.
Affordable today, valuable tomorrow
One simple price with no hourly fees or surprises. Update your documents any time as life changes.
Security you can trust
Bank-level encryption keeps your information private. We never sell or share your personal data.
Affordable estate plans. Priceless peace of mind.
"I finally stopped putting it off. The questions were simple and I had my will done before dinner."
Maria A.
Member since 2024
"We set up a trust to protect our home for the kids. It was far easier — and cheaper — than we expected."
David & Priya R.
Member since 2023
"Being able to update our plan for free after our second child was born gave us real peace of mind."
James K.
Member since 2025
Learn Center
Get more familiar with estate planning
FAQ
Common questions
Most people finish their will in about 15 minutes and a full estate plan in around 30. We save your answers as you go, so you can always pick up where you left off.
Yes. Every document is tailored to California's specific requirements. We also give you clear instructions for signing and notarizing so your documents are properly executed.
We're so sorry for your loss. Our guides walk you through the practical next steps, from gathering documents to notifying the right people, one step at a time.
We use bank-level encryption to protect your personal information, and we never sell or share your data without your consent.
Yes. We offer flexible payment options so estate planning stays affordable and accessible for every family.
Ready to Secure Your Legacy?
Join thousands of families who have protected their future with Wise Legacy. Start your plan today in just minutes.