Frequently asked questions
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Estate Plans
The Will Plan includes a Last Will & Testament, HIPAA Authorization, Living Will, and Power of Attorney. The Trust Plan includes everything in the Will Plan plus a Revocable Living Trust, Schedule of Assets, and Certification of Trust.
A will directs who receives your assets and names guardians for your children, but still goes through probate. A living trust lets your family avoid probate, keep things private, and manage assets if you become incapacitated.
Answer a few simple guided questions about your family and assets. We generate your documents based on your inputs — most people finish in about 15 minutes.
Yes. Every document is tailored to California's specific requirements, and we include clear signing and notarization instructions.
Updating & Upgrading Your Plan
Log in any time and update beneficiaries, executors, guardians, or anything else — directly from your account.
You can make updates for free. Optional membership adds ongoing benefits like a digital vault and document shipping.
Yes. If your needs change — for example, you buy a home — you can upgrade and we'll carry your information forward.
Finalizing & Notarizing Documents
Download or print your documents, then follow our step-by-step instructions to sign them with the required witnesses and notarization for California.
Some documents require notarization and/or witnesses to be valid. We tell you exactly what each document needs and how to complete it correctly.
Trust Funding
Funding means transferring assets — like your home or accounts — into your trust's name. We provide detailed instructions, and our Deed Transfer service can help with real estate.
Most funding can be done yourself with our guidance. For real estate you can use our Deed Transfer service instead of visiting a lawyer.
Support & Security
Reach us through our Contact page or live chat. Our team is happy to help with questions about your account or the platform.
We use bank-level encryption to protect your personal information and never sell or share your data without your consent.
We're a self-service platform that helps you prepare documents based on your inputs. We are not a law firm and do not provide legal advice.
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