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Getting your estate plan in order is an important way to ease stress of the unknown and provide peace of mind for yourself – and your loved ones. We're here to help make it easy and affordable with a digital estate planning tool.Estate planning made available through our trusted partner Trustage™ and their relationship with One Digital Trust, a leading provider of online estate planning solutions.

Summit Members Save Money

  • Get a full year of access to any estate plan documents you need for just $199!
  • Plus, you can renew for just $36 per year – so you can keep your estate plans updated for any life changes or milestones.

Go Beyond Just Your Basic Will

This may be a will and testament or a trust with your wishes, a living will or power of attorney ensuring someone acts in your best interests if you can’t, guardianship so children are cared for, or instructions for pets. Get an up-to-date view into your overall financial standing and easily record and track any inheritance you want to leave for your loved ones. Assets, debts and important documents are automatically catalogued in a secure and customized digital vault you can access and update at any time. Download finished documents and save them in the secure digital vault. Print any that need notarization (official signing with a notary), then return the signed copies to the vault. Register your account and explore creating your plan, starting with your basic will. Check out the great things this tool has to offer before committing and paying to unlock all features!

Estate Planning FAQs