Get a Personalized
Estate Plan Roadmap.
This is the paid next-step report for households that already want a full estate-planning roadmap. It is built around your family structure, assets, beneficiary setup, and state signing rules.
Your roadmap gives you a prioritized document list, execution notes, and a cleaner attorney handoff before you start drafting.
Use this page after the free assessment
This page is the paid product page. It is not the main educational starting point. If you still need the broad document map, use the free resources first and come back when you want a tailored report.
Free Estate Planning Assessment
Start here if you are still deciding which documents you need or whether trust planning is worth it.
Estate Planning Hub
Use the hub for the broad overview of wills, trusts, powers of attorney, directives, and beneficiary cleanup.
Estate Planning Documents
Read the educational version if you want the document-by-document breakdown before buying a custom roadmap.
Estate Planning Checklist
Use the checklist if you want a free order of operations before you decide on a personalized plan.
What's in Your Roadmap
Seven sections of personalized guidance, built from your answers and your state's rules.
Situation Summary
A clear overview of your household, assets, and planning needs.
Recommended Documents
Prioritized list: must-have, strongly recommended, and worth considering.
Why These Fit
Plain-language explanation of why each document matters for your situation.
State Execution Steps
What your state requires to make each document legally valid.
Beneficiary Cleanup
Checklist of accounts and titles to review and update.
Probate Avoidance
Opportunities to keep your estate out of probate court.
Attorney Guidance
When professional help adds value, with specific questions to ask.
Who This Is For
Ready to move past the free assessment and build a document-by-document plan
Reviewing an existing plan after a life change
Preparing to meet with an estate planning attorney
Need a prioritized list of documents, beneficiary updates, and execution steps
Want a clear order for wills, trusts, powers of attorney, and directives
How It Works
Answer a Few Questions
Tell us about your household, assets, and planning concerns. Takes about 4 minutes.
Secure Checkout
One-time payment of $19. No subscription, no account needed. Powered by Stripe.
Get Your Roadmap
Your personalized roadmap is delivered to your inbox in about 15 minutes. Print it or save it.
What This Is Not
Not a template. Every roadmap is generated by an AI consultant that analyzes your specific household, assets, and concerns: your state, your family structure, your goals.
Not a DIY document generator. This tells you which documents you need and exactly how to get them done in your state: execution steps, signing requirements, and what order matters.
Not a replacement for a lawyer. It's the preparation that makes your first attorney meeting productive, because you arrive knowing what you need and why.
What Our Customers Say
“My wife and I kept putting off estate planning. This roadmap showed us exactly which documents we needed and why. We walked into our attorney meeting already knowing what to ask. Worth every penny.”
Robert K. · Ohio
“After my divorce, I needed to completely redo my estate plan. The roadmap laid out exactly what had changed and what documents needed updating. Clear, specific, and actually useful.”
Susan M. · Florida
“We have a blended family and I was worried about making sure all the kids are protected. The plan explained exactly which trust structure works for our situation and what signing requirements California requires.”
David C. · California
Frequently Asked Questions
What exactly is an Estate Plan Roadmap?
It's a personalized report based on your household, assets, and concerns. It tells you which estate planning documents you need, why they fit your situation, state-specific execution steps, and when you might benefit from an attorney.
Is this legal advice?
No. This is informational guidance based on your answers and publicly available state rules. It helps you understand your situation and prepare, but it is not a substitute for a qualified attorney.
How long does it take to get my roadmap?
You'll receive your roadmap within about 15 minutes of completing checkout. It arrives by email as a complete, printable report.
Do I still need a lawyer after getting my roadmap?
The roadmap helps you understand what documents you need and why. For actually drafting and executing those documents, most people benefit from working with an estate planning attorney. Your roadmap includes specific questions to ask.
Do I need to create an account?
No. Just answer the questions, check out, and your roadmap is delivered to your email. No login or account needed.
What if I already have some estate planning documents?
The intake asks about existing documents. Your roadmap will focus on what's missing or needs updating based on your current situation.
Ready to Get Organized?
Stop wondering which documents you need. Get a personalized roadmap built for your situation and your state.
Get My Estate Plan RoadmapThis content is for informational purposes only and does not constitute legal advice. Probate laws and procedures in your state can change. Consult with a qualified attorney for advice specific to your situation. Full disclaimer.