Which documentsdo you need?
Five questions about your household, then a straight answer: the documents that fit, the ones you can skip, and roughly what it costs. No account, no email, nothing stored.
Runs in your browser. We keep none of it.
Answer five, get the list
It asks the same five things the platform's own interview asks first, because these are the five that change the answer.
Is anybody under eighteen dependent on you?
Children, stepchildren, or anybody you are raising.
Do you own a home or other real property?
Owned or mortgaged, in your name or jointly.
Do you own property in more than one state?
A second home, land, or a rental in another state.
Do you own a business, or a share of one?
Including a partnership, an LLC or a family company.
Are you married, or planning to be?
Also answer yes for a long term partnership with shared finances.
Your list
0 of 5 answered.
Answer all five and the list appears here. Nothing is sent anywhere, and there is no result to unlock with an email address.
Four more, in build order
Listed rather than linked, because a tool that does not work yet is not a tool.
Net worth tracker
Already inside Legacy Lens™, where it belongs beside your documents.
Education cost projection
What eighteen years of a specific goal actually requires, month by month.
The cost of waiting
What another year of no plan means in administration time for your family.
State rules lookup
Witness counts, notary requirements and self proving affidavits, state by state.
You have the list. The documents take an evening.
Create a free account and see where you stand. A plan is what you start when you want the documents on that list.
Card required. Cancel before day 15 and you are not charged.