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, signing topics to verify, 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 concerns.
Document Priorities
Priority tiers: must-have, strongly suggested, and worth considering.
Why These Fit
Plain-language explanation of why each document matters for your situation.
State Signing Topics
Witness, notary, and signing rules to verify before using any document.
Beneficiary Cleanup
Checklist of accounts and titles to review and update.
Probate Avoidance
Records and transfer paths that may reduce probate friction.
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 signing topics to verify
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 built from your answers and available source data for your specific household, assets, and concerns: your state, your family structure, your goals.
Not a DIY document generator. This helps you understand which documents may fit your situation and how to prepare to verify signing requirements and sequencing.
Not a replacement for a lawyer. It is preparation for a more focused attorney conversation, not attorney review, document drafting, or legal advice.
Frequently Asked Questions
What exactly is an Estate Plan Roadmap?
It's a personalized informational report based on your household, assets, and concerns. It explains document categories that may fit your situation, why they matter, state signing topics to verify, and when professional help may be useful.
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 printable report.
Do I still need a lawyer after getting my roadmap?
The roadmap helps you understand document categories and attorney-prep questions. For drafting, signing, and final legal decisions, most people benefit from working with an estate planning attorney.
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?
Get a personalized informational roadmap built around 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.