Individual Estate Plan

The Individual Estate Plan gives you everything you need to protect yourself and the people you care about. Here's exactly what you'll receive:

Last Will and Testament: Outlines how you want your assets distributed, names a guardian for any children, and designates someone you trust to carry out your wishes after you're gone.

Advance Healthcare Directive: Documents your medical preferences if you're ever unable to speak for yourself, and designates someone to make healthcare decisions on your behalf.

Financial Power of Attorney: Authorizes someone you trust to manage your finances — paying bills, handling accounts, filing taxes — if you're ever unable to do so yourself.

All documents are state-specific, attorney-designed, and customized to you. Once complete, you can download them instantly or have them shipped to your door.

Why it matters: Most people put estate planning off for years. The Individual Estate Plan makes it something you can check off today, in under 30 minutes.

A Last Will and Testament is a legal document that outlines how you want your assets distributed after you pass away. It lets you name beneficiaries, designate a guardian for any children, and appoint someone you trust to carry out your wishes.

Most people in their 20s and 30s assume this can wait. It can't. Getting it done now, while life feels manageable, is exactly when it's easiest.

Why it matters: Without one, the state decides what happens to your money, your belongings, and your kids. Not you.

The Individual Estate Plan includes a Last Will and Testament customized to your life and your wishes.

An Advance Healthcare Directive is a legal document that spells out your medical preferences if you're ever unable to speak for yourself. It tells doctors and loved ones what treatments you do or don't want, and designates someone you trust to make healthcare decisions on your behalf.

Nobody wants to think about this. But if something unexpected happens and this document doesn't exist, your family is left guessing — and in some cases, fighting — over what you would have wanted.

Why it matters: It takes minutes to set up and gives everyone peace of mind for years.

The Individual Estate Plan includes an Advance Healthcare Directive customized to your wishes.

A Financial Power of Attorney is a legal document that authorizes someone you trust to manage your finances if you're ever unable to do so yourself. Think paying bills, managing bank accounts, handling investments, or filing taxes on your behalf.

Here's what most people don't realize: without one, even your closest family members can face serious legal hurdles accessing your accounts in an emergency.

Why it matters: Setting this up now means that if life throws you a curveball, the person you trust most can actually step in and help.

The Individual Estate Plan includes a Financial Power of Attorney customized to you. It takes less time than you think.

Honestly, yes. Estate planning sounds like something your parents do, but it's really just a set of documents that make sure the people you love are protected if something happens to you. The truth is, the earlier you do it, the easier it is — your life is simpler now than it will be in ten years. Having these documents in place means you're covered from day one, not someday.

Because the best time to set up an estate plan is before you need one. Most people mean to get a will. Very few actually do it, because it never feels urgent until it is. The Individual Estate Plan removes every excuse: no lawyer appointments, no confusing paperwork, no intimidating process. You handle it in under 30 minutes.

Why it matters: Whether you're changing your name, navigating a life transition, or just finally getting around to it — right now is exactly the right time.

Yes. The estate planning documents included in the Individual Estate Plan are attorney-designed, state-specific, and fully legally valid.

Once you complete your estate plan through our partner LifeLegacy, you'll receive documents customized to your state's laws and your specific wishes. To make them legally binding, you'll sign them after receiving or downloading them.

Why it matters: A lot of people assume online estate planning is a shortcut that won't hold up. It isn't. These are the same documents an estate planning attorney would prepare for you, at a fraction of the cost and time.

LifeLegacy is a trusted online estate planning platform that has helped thousands of individuals and couples create legally valid Wills, Healthcare Directives, and Powers of Attorney — without the cost or hassle of hiring a lawyer. Their estate planning tools are available in all 50 states.

Most people complete their estate plan in under 30 minutes. LifeLegacy's guided process walks you through everything step by step — no legal jargon, no confusing forms, no attorney's office required.

Here's how it works:

1. Answer a series of simple questions about your wishes, your assets, and who you'd like to designate for key roles.
2. Review your customized documents generated specifically for you based on your answers.
3. Download or receive your documents, then sign them to make everything legally binding.

You don't have to complete it in one sitting either. Your progress is saved so you can pick up right where you left off.

Why it matters: The number one reason people put off estate planning is because they think it's going to be a big, complicated project. It isn't. Most people finish in under 30 minutes.

Not at all. The Individual Estate Plan is designed to be straightforward and guided. You answer a series of questions about your wishes and the platform generates your legal documents automatically. No lawyer's office required. Most couples complete their estate plan in about 30 minutes. You can also save your progress and come back anytime.

Yes, we recommend it. When you sign legal documents like a Will, your name needs to match the new name on your photo ID. Completing your name change first means everything lines up cleanly from the start.

The Couples Estate Plan covers both of you for $179 — that's $79 less than buying two Individual plans separately. If you both need coverage, it's the smarter move. See the Couples Estate Plan →

We built the Newlywed Starter Set for people who need both. It includes the NewlyNamed Box and a Couples Estate Plan together — and saves you $59 compared to buying them separately. See the Newlywed Starter Set →