Our Process

How It Works: Create LegalDocuments In Minutes

Our simple 4-step process makes creating legally binding estate planning documents quick and easy.

15 min
Average Completion Time
50+
States Covered
100K+
Documents Created
4.9/5
Customer Satisfaction

Our Simple Process

Creating your legal documents is straightforward with our guided process.

Step 1

Choose Your Document

Select from our comprehensive library of legal documents including Last Will & Testament, Living Trust, Power of Attorney, and Living Will. Each document is tailored to your state's specific requirements and reviewed by experienced attorneys.

  • Last Will & Testament
  • Living Trust
  • Power of Attorney
  • Living Will
Team reviewing documents
Step 2

Answer Simple Questions

Our intuitive questionnaire guides you through easy-to-understand questions about your family, assets, and wishes. No confusing legal jargon — just clear questions that take 10–15 minutes to complete at your own pace.

  • Takes less than 15 minutes
  • Attorney-designed templates
  • 30 days of free revisions
Person interacting with a digital interface
Step 3

Review Your Document

Instantly generate your customized, state-specific legal document. Review every detail carefully, make unlimited edits, and ensure everything reflects your exact wishes before finalizing.

  • Last Will & Testament
  • Living Trust
  • Power of Attorney
  • Living Will
Two people reviewing a document together
Step 4

Sign & Store Securely

Download your completed documents with detailed signing instructions specific to your state. We'll guide you through the proper execution process including witnessing and notarization. Store securely with our digital backup options.

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Why Choose Wise Legacy

This highlights our skills, experience, and quality of work, demonstrating our commitment to excellence.

20+
Years of Experience
2000+
Happy Clients
1000+
Resources
15
Global Offices
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See How Our Platform Works

Watch our short video to understand how easy it is to create your legal documents online.

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Compare: Traditional V/S Online Estate Planning

See how our online estate planning solution compares to traditional attorney services.

Features
Traditional Attorney
Online Platform
Time to Complete
Weeks to months
15–30 minutes
Cost
$1,000 – $5,000+
$129 – $629
Document Updates
Additional fees
Included with subscription
Convenience
Office visits required
Complete from home
Legal Compliance
Attorney-created
Attorney-reviewed

Get the Best of Both Worlds

Our platform offers attorney-reviewed documents and legal protections at a fraction of the cost of traditional legal services.

Why Choose Our Online Platform

  • Save Time

    Complete your documents in minutes, not weeks.

  • Expert Guidance

    Attorney-reviewed templates and clear instructions.

  • Unlimited Updates

    Easily update your documents as life changes.

Happy team
Still got questions?

Frequently asked questions

Find answers to common questions about online wills and our service.

We completely understand this fear — it's the #1 concern we hear. Wills and trusts created through Wise Legacy are built to meet California's specific requirements. We guide you step by step and give you clear signing and notarization instructions so it's done right.

Our questionnaire is designed to surface every common gap — guardians, beneficiaries, special bequests, and more. You can update your documents any time at no extra cost.

Most families finish in about 15 minutes. We save your progress automatically and walk you through one simple question at a time — no legal jargon, no guesswork.

Generic templates aren't tailored to your state. We customize every document to your situation and California's laws, so it actually fits your family.

Absolutely. Log in any time and update beneficiaries, executors, or anything else — free — directly from your account.

Most people complete a will in about 15 minutes. More complex estate plans may take 30 minutes or so.

Ready to Secure Your Legacy?

Join thousands of families who have protected their future with Wise Legacy. Start your plan today in just minutes.

Start your estate plan today

  • NO CREDIT CARD TO START
  • READY IN ABOUT 15 MINUTES
  • UPDATE ANYTIME FOR FREE
4.9/5|100+ Reviews