Private workbook
Get started on your Estate Plan.
Fill this out yourself, at your own pace. Choose a package for one person or for both spouses and then complete as many questions as you can. The information is saved only on this device.
Stays on this device
Answers never leave the browser. There is no account and no cloud copy.
You fill it in
Plain-language questions for a Living Trust, Will, or Powers of Attorney — for one person or both spouses.
Submit the Workbook
Review and then securely submit your information. You can also print or save your info.
How to use it
- 1. Answer what you know. Skip what you do not. A close estimate is enough for values.
- 2. Name a backup. For every person you put in charge, name a second person in case the first cannot serve.
- 3. Submit the workbook to your document preparer so the documents can be drafted from your answers.
This is an information workbook. It does not create a Will, Trust, Deed, or Power of Attorney, and it is not legal advice. Completing it does not create an attorney-client relationship. Laws differ by state.