Plan ahead for your family.
Decide who gets what. Name who decides if you can’t. Sign it under your state’s rules. Loop in a lawyer to guide you.
From first idea to signed plan
Inhouse executes every step, from your first choices to a signed, funded plan.
Choose heirs,
executor and guardians
- Who inherits, when and how, with staged payouts at the ages you choose
- An executor, a trustee and a guardian for your children, each with a backup
Draft your will
or living trust
- A will, or a living trust with a pour-over will, written for your state and family
- Special needs, spendthrift and children’s trusts when your family needs them
Name who decides
if you can’t
- A durable power of attorney for your money, your property and your business
- A healthcare directive, a healthcare agent and a HIPAA release for your doctors
Sign it right and
fund your trust
- Your state’s signing steps: you sign with the witnesses and notary it requires
- Deeds, account retitling and beneficiary forms that move assets into your plan
Pricing
Two ways to plan ahead
Do it yourself with expert AI. Bring in a lawyer when it counts.
Inhouse AI
Inhouse drafts your estate plan and guides every signature.
- Advice on wills, trusts and who to name, for your state
- Will, living trust, powers of attorney and healthcare directive
- Signing checklist with your state’s witness and notary rules
- Step-by-step help to sign, store and fund your plan
Legal services
Dispute Guard
Accuracy Guarantee
Discounted legal services
24-hour money-back guarantee If you're not happy with the product or service, we'll refund everything.
Cancel anytime. No long-term commitment.
What we
see go wrong
Cheap to avoid while you plan. Expensive to fix later.
Signing a living trust and never funding it
Assets left in your own name can still go through probate. Deed your home to the trust, retitle your accounts and assign your business interests.
Forgetting that beneficiary forms override your will
Transfer-on-death accounts and retirement plans pass by their own forms, not by your will. Check each one so it matches your plan.
Using a codicil to change a living trust
A codicil changes a will, not a trust. One family’s update had to be redrafted as a trust amendment, with ten details to fix first.
Using a generic form that doesn’t fit your state
One South Carolina form listed the wrong witness age, and its power of attorney wasn’t durable. Follow your own state’s signing rules.
Trusting a trust sold to hide assets from the IRS
“Non-statutory trust” isn’t a legal category, and courts and the IRS look past the label. Use a standard trust under your state’s law.
Naming no backup executor, agent or guardian
If your only choice dies first or can’t serve, state law or a court decides for you. Name a second choice for every role.
Results
Real examples of how we’ve helped families plan ahead.
A parent with three companies built one plan to protect a 7-year-old daughter.
Inhouse drafted a living trust, a pour-over will and powers of attorney, then the deed and LLC assignments that move the land and companies into the trust, with guardians named for the child.
10
documents in one estate plan
Two guardians named for the child
They updated a 2022 will to hold their kids’ shares in trust until 30, with early draws for college.
He set up a special needs trust written to work with his adult child’s state benefits.
A living trust, powers of attorney and a succession plan, starting with who runs the company if you can’t.
A trust with staged payouts. We compared the options and what banks charge as trustee, about 0.5% to 1.5% a year.
A joint trust that keeps the survivor in control and pays future children at 25, 30 and 35.
Yes. We drafted the will with a self-proving affidavit and explained why to name a backup in case she dies first.
No. A codicil changes a will, so we drafted a trust amendment and flagged ten details to fix first.
Unlikely. Non-statutory isn’t a category courts recognize, and we flagged the terms that put both trusts at risk.
Seven fixes, from the notary block to an agent acceptance, plus the two witnesses and notary Florida requires.
Yes. The two do different jobs, so we drafted the health care power of attorney and a HIPAA release.
A quitclaim deed to record with the county, and which accounts to retitle and which to leave out.
For personal accounts, yes. Trust-owned accounts need no form, and a TOD form overrides your will.
Related documents
Power of attorney
Name who handles money if you can’t.
Living trust
Pass trust assets on outside of probate.
Last will and testament
Name who inherits, your executor and guardians.
Healthcare directive
Put your care wishes in writing.
Healthcare agent
Name who makes medical choices for you.
Pour-over will
Catch anything left out of your trust.
Trust amendment
Update your trust without starting over.
Deed to your trust
Move your home into your trust.
HIPAA authorization
Let your agents see your medical records.
Business interest assignment
Move your LLC shares into your trust.
Digital asset memorandum
A map of your accounts and passwords.
Personal property memorandum
Leave heirlooms and keepsakes by name.
Certificate of trust
Show banks your trust without the details.
Special needs trust
Leave money to a child who gets benefits.
Letter of final instructions
Your wishes and contacts, in one letter.
Pet trust
Provide for your pet’s care.