DIY Estate Docs

Simplicity. Accessibility. Integrity.

Take control of your life.

Create your Estate Plan today.

If you’re unsure which services best meet your needs, please review the information provided for each option below and consult our FAQs.

When you’re ready, just complete the questionnaire, download your documents, and sign as instructed.

Relax and celebrate, knowing your choices will now be honored.

Estate Planning Documents

  • Healthcare Power of Attorney

    Everyone needs a healthcare (aka medical) power of attorney, which tells healthcare professionals who can make medical decisions for you when you are unable.

  • Durable Power of Attorney

    A durable (aka financial) power of attorney identifies who is authorized to handle your money and other assets when you cannot.

  • Last Will and Testament

    A Will tells the Court who acts on your behalf after you die and how your assets are disbursed.

  • Trust

    Like a Will, a Trust appoints someone to act on your behalf after your death and says how your assets are disbursed. Nothing needs to be filed in Court though, which saves your beneficiaries time and money, and protects everyone’s privacy.

  • Living Will

    Similar to a healthcare power of attorney, this relieves your loved ones from having to make difficult end-of-life decisions for you in predesignated situations, providing medical professionals with your advance directive.

  • Trust Certificate

    Provides basic trust information to those who need this information without divulging all the details regarding your assets.

  • Quit Claim Deed

    Used in connection with a Trust to re-title your home in the name of your Trust.

  • Funding Instructions

    Tells you what steps you need to take to place your assets into your trust (i.e. fund your trust).

Create Your Documents

“A goal without a plan is just a wish.”

Antoine de Saint-Exupéry