Why do I need an estate plan?
An Estate Plan Assures Your Wealth Goes to the Ones Who Matter.
Protect What Matters
Ensure the safety and care of the people, pets, and communities you cherish.
Ease for Loved Ones
Offer your family a clear plan and reduce complications by detailing how your estate should be managed.
Security and Peace of Mind
Protect your loved ones and assets, no matter what, and minimize burden on your family.
OWL Planner & Estately Make Estate Planning Easy.
- Navigate estate planning with Estately’s intuitive solutions, tailored to common needs.
- Craft a will or a trust, plus other essential documents like a financial power of attorney and advance healthcare directive.
- For intricate situations, easily pair with a specialized attorney.
What Does An Estate Plan Include?
Personalized, state-specific plan for your assets, children, medical care, and final arrangements.
- The Last Will and Testament / Revocable Living Trust documents key decisions about your assets and children.
- The Financial Power of Attorney lets you choose who makes financial decisions for you.
- The Advance Healthcare Directive lets you choose when loved ones can make medical decisions for you.
- The Beneficiary Plan helps you organize assets distributed outside of your will or trust.
- Access documents forever with unlimited updates.
Will-based Plan
Personalized, state-specific plan for your assets, children, medical care, and final arrangements.
Documents included:
- Last Will & Testament
- Financial Power of Attorney
- Healthcare Directive
- HIPAA Authorization
Trust-based Plan
All of the coverage of a Will, plus the benefit of avoiding probate to reduce family burden.
Documents included:
- Revocable Living Trust
- Pour-over Will
- Financial Power of Attorney
- Healthcare Directive
- HIPAA Authorization
Incapacity Only
Choose when individuals are able to act on your behalf
Documents included:
- Financial Power of Attorney
- Healthcare Directive
- HIPAA Authorization
Estately Resources
Guide: What is a Legal Guardian?
As a parent, one of the most crucial decisions you'll make is choosing a legal guardian for your child. This guide will help you understand what a legal guardian is and how to select one wisely. Wh...
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When planning your estate, one crucial decision is choosing who will carry out your final wishes. This person is known as the executor of your will. Let's explore what this role entails and how to ...
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Guide: 9 Considerations Before Creating your Will
Creating a will is a crucial step in managing your legacy and ensuring your wishes are respected after you're gone. While the process may seem daunting at first, breaking it down into manageable st...
Read moreGet Your OWL Planner™ Today!
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