Estate Planning, Simplified.
Protect what matters most with a clear, guided process you can trust.
Estate planning shouldn’t feel overwhelming or cost a fortune. We make it simple, affordable, and stress-free, with services designed for individuals and families who just need the essentials.
You’ll get:
-
Experienced attorney-designed documents
-
Step-by-step guidance
-
Transparent pricing
Peace of mind, made easy.
How It Works
Estate planning made easy, from start to finish.
Our process keeps things clear and simple, and is designed to give you peace of mind.
1. Make sure we’re the right fit.
Answer a few quick questions so we can confirm our plans meet your needs. If you’re a fit, you’ll complete a short questionnaire, enroll, and choose the payment option that works best for you.
2. We prepare your documents.
Our attorney-designed templates keep things simple and affordable, with oversight where it matters most. Pay in full and we’ll get started right away; choose a payment plan and your documents will be ready once payments are complete.
3. Sign, store, and breathe easy.
We’ll give you clear instructions to make your documents legally valid. You sign them, keep them safe, and enjoy the peace of mind that comes with being prepared.
Need extra help?
If we discover your situation is more complex, we’ll let you know and will connect you with the right resources to offer the help you need.
Planted Estate Planning is here to make sure the essentials are covered with simplicity, accessibility, and confidence.
Plans and Pricing
Two Simple Options. No Surprises.
Our estate planning services are designed to be affordable and transparent. Pricing is provided directly during the enrollment process so you’ll know exactly what’s included before you get started.
Roots Plan
Includes:
-
Simple Last Will & Testament
-
Health Care Power of Attorney
-
Financial Power of Attorney
-
Advance Directive / Living Will
-
HIPAA Release
-
Clear instructions for signing and storing documents
Branches Plan
Includes everything in the Roots Plan, plus:
-
Revocable Living Trust to help avoid probate and protect key assets
-
One trust per plan (joint trust for couples)
-
Instructions for funding your trust
-
Guidance for keeping your plan current
-
Short attorney consultation to answer your basic questions
A Note About Complex Planning:
Our plans are designed for individuals and families with simple, straightforward needs. If your situation involves things like:
-
Leaving property or money to a child with special needs
-
Protecting children who aren’t ready to manage money responsibly
-
Placing restrictions on a spouse’s use of property after your death
-
Making detailed gifts of specific items or sums of money
-
Business ownership, tax planning, or blended families
then you will likely need a full-service estate plan. If that’s the case, we’ll help point you in the right direction. Additional services may also be available for an added fee. Planted Estate Planning makes the essentials easy with the clarity and confidence you deserve.
Employer Advantages
A benefit that truly benefits.
Estate planning is an important task many people put off, often because it feels too overwhelming or expensive. By making Planted Estate Planning available, you give your employees a simple way to protect their families and their futures.
Why it matters for your employees:
-
Removes barriers to taking care of essential planning
-
Provides an affordable, guided option they can trust
-
Offers peace of mind for themselves and their loved ones
Why it matters for your workplace:
-
Enhances your benefits package with no added cost
-
Shows employees you care about their long-term well-being
-
Provides a unique offering that helps set your organization apart
Planted Estate Planning: Simple for you and meaningful for your employees.
About Us
Planted Estate Planning was created by an experienced estate planning attorney who has spent years guiding families through the full spectrum of planning, from simple wills to complex trusts, tax strategies, and business succession.
Through that work, one thing became clear: Not every family needs a full-service estate plan, and not every family can afford one, but every family deserves to have the essentials in place.
That’s why we built Planted Estate Planning, to provide a simple, affordable way for people with straightforward needs to take care of the essentials: wills, powers of attorney, advance directives, and more.
For clients with more complex situations, we can connect you with trusted professionals who provide personalized, comprehensive planning. Planted Estate Planning is here for those who need an accessible starting point that still makes an immense difference for the people they love.
Contact
We’re here to help.
Have questions about whether Planted Estate Planning is right for you? Reach out – we’d love to hear from you!