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 that 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 payment is complete.
3. Sign, store, and breathe easy.
We’ll give you clear instructions on next steps to ensure your documents are legally valid. You sign them, keep them safe, and enjoy the peace of mind that comes with being prepared.
1. Make sure we’re the right fit.
Answer a few quick questions so we can confirm that 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 payment is complete.
3. Sign, store, and breathe easy.
We’ll give you clear instructions on next steps to ensure your documents are 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.