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.
Select Your Plan
Which plan do you need?
Compare your options below, or take the quiz and we'll match you.
The Baseline Will Vault
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
The Complete Trust Vault
Avoid probate, protect privacy
Everything in the Standalone Will, 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?
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 DocumentRevocable Living 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 UseAlso known as a living will, it puts your medical and end-of-life preferences in writing so your family never has to guess.
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.
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.