Free Estate Planning Tool

Answer the questions to find out what kind of estate plan might be right for you.

We’ve helped thousands of families avoid unnecessary court costs, delays, and confusion.

If you’re ready to take the next step, we’ll connect you with a licensed estate planning attorney in your state who can guide you through exactly what you need — no pressure, no obligation.


Click below and we’ll pair you with one of our estate planning legal partners located in your state
















Need help with all of this?

We’ve helped thousands of families avoid unnecessary court costs, delays, and confusion.

If you’re ready to take the next step, we’ll connect you with a licensed estate planning attorney in your state who can guide you through exactly what you need — no pressure, no obligation.


Click below and we’ll pair you with one of our estate planning legal partners located in your state

How it Works

If you like many others have never thought about death or what comes after, estate planning and its many facets might be a completely new and unfamiliar concept.

Our goal with this tool is to help you understand what type of estate planning service you might need without wasting time on countless forums, law sites that want all of your personal information in exchange for basic estate planning information.

Simply provide your email and your situation, and we will email your results.

Starting the Process Now May Prevent

❌ Disputes in inheritance

❌ Waiting to get full legal ownership

❌ Creditor Harassment

Starting the Process Now May Protect

✅ Your Inheritance

✅ Your Time

✅ Your Future

✅ Your Peace of Mind...

Take The 2-Question Survey

(Only takes 30 seconds!)

Explain your situation as best as possible, including:

  1. Marital Status + Dependents

  2. Estimate of Total Assets

  3. Residency (State & Country)

  4. Your Goals (Preserve wealth, minimize taxes, donate, etc)

  5. List of Existing Documents

The Power of AI in Estate Planning

Efficiency

AI tools like ChatGPT can help inform individuals about the different facets of estate plans quickly and efficiently. By answering a series of questions before even meeting with an attorney, the tool can generate help inform you on the types of estate planning you might need.

Accessibility

AI-powered tools are available 24/7, making estate planning accessible to anyone with an internet connection. This eliminates the need for time-consuming paperwork & can help you find an estate planning attorney who best suits your needs.

Estate planning is an essential aspect of life that often gets overlooked or postponed. However, in today's digital age, there's an innovative solution that can streamline the estate planning process and ensure your assets are well-protected and efficiently distributed. Welcome to the future of estate planning, where AI, and ChatGPT, are making a significant impact.

Estate planning involves making decisions about how your assets and wealth should be managed, preserved, and transferred to your heirs and beneficiaries. It's a comprehensive strategy that includes wills, trusts, powers of attorney, and other legal documents. With AI and ChatGPT, this process is becoming more accessible and user-friendly than ever before.

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Assessments provided by our AI tool should be considered as general information and not a substitute for personalized legal advice from a qualified estate planning attorney. Estate planning is highly individualized and depends on various factors, including state laws and specific family circumstances.