Smart Review™
$250A licensed attorney reviews any finished document and returns written findings within 48 hours. One document, one flat fee, no hourly billing. The same price on every plan, including Free.
Pass it on
Protect whatyou have built
State compliant, attorney reviewed documents, with unlimited free updates for as long as you are with us.
Included in your plan. No per document fees.
Attorney reviewedAll 50 statesUnlimited free updates
The library
Every document, and the question each one answers
Most families need four of these. The platform tells you which four, based on what you told it about your life.
Why ours are different
Four things that are not true of a downloadable template
Unlimited free edits, permanently
Rewrite any document as many times as your life demands and pay nothing extra. No edit fee, no version limit, no charge for regenerating after a state law change. A will you cannot afford to update stops being accurate the first time something changes.
No edit fee, ever
Attorney reviewed, for the state you live in
Every template is drafted and reviewed by licensed attorneys, then generated against your own state’s rules: witness counts, notary requirements, self proving affidavits, community property. You get the signing checklist with the document, because a will executed incorrectly is not a will.
All 50 states
Connected to Legacy Lens™
Your documents are part of your LQ™ Score, not a separate folder. An unsigned power of attorney or an unfunded trust shows up as a number that has not moved yet. That is why people finish: the gap is visible, and closing it is visible too.
Moves your estate readiness
Part of a wealth strategy, not a standalone form
The document set is chosen from what you told us about your life, not from a menu you price out yourself. And when your situation is genuinely beyond what software should handle, the platform says so and routes you to an attorney rather than generating something that will not hold.
Smart Review™ $250 flat
Professional services
When you want a real attorney on it
Software should say when it is not enough. Two ways to bring a licensed attorney in, neither of them on an hourly meter.
Legacy Counsel™
QuotedA full consultation with an independent estate attorney, licensed in your state. They charge you for the service they provide, with the scope and the cost agreed before the work starts.
Protect it
Start with a plan that grows with you.
Every document included, every update free, for less than a single hour of an attorney’s time.
Free forever. No card. You pay only when you want documents.