Everything you need. All in one place.
Estate planning documents, powers of attorney, and life insurance — combined so your family is protected from every angle.
The Complete Trust Vault
Pass your assets to your loved ones while avoiding probate, keeping things private, fast, and under your control.
- Avoid probate
- Keep your estate private
- Stay in control
The Baseline Will Vault
Cover the essentials, name guardians for your children, choose your beneficiaries, and leave clear instructions.
- Name guardians
- Choose beneficiaries
- Set your wishes
The Lifeline Guard
Essential protection for life's unexpected moments, key decisions covered before they're ever needed.
- Durable Financial Power of Attorney
- Advance Health Care Directive & HIPAA
- Final Disposition Instructions
Power of Attorney
Appoint someone you trust to handle your financial or medical decisions if you're ever unable to.
- Financial decisions
- Medical decisions
- Peace of mind
Life Insurance
A will and trust protect what you have. Life insurance protects what your family needs if something happens to you. We've partnered with Ethos so you can get covered in minutes, right from your plan.
Protect your family's financial future with affordable, reliable life insurance through our trusted partner, Ethos.
- Powered by Ethos
- Coverage in minutes
- No medical exam options
Why choose our services?
Only partners we'd trust with our own families
We vetted every service so you don't have to. No random referrals.
Your whole plan in one dashboard
Docs, insurance, and directives all linked to your My Wise Legacy account.
Know what you're paying before you start
Flat fees, shown upfront. No billing surprises.
Expert guidance
Real people ready to help you make confident decisions.
Not sure where to start?
Tell us about your situation and we'll point you to the right next step.