2 out of 3 educated Americans currently do not have any Estate Plan in place. While life is unpredictable, the most common reason for not having one is to think you don’t need it right now, which leaves loved ones in a complicated legal mess to deal with in case of the loss of their loved ones.
Our mission is to make estate planning easily accessible to Americans, make it cost effective and done completely online.
WHY WE STARTED?
During Covid, a close friend of ours lost his dad. This is something no one has experience in how to deal with - still in grief and coping with the idea that your support system is no more.
Instead, we found their family in a legal mess preparing paperwork for grant of probate, figuring out dad’s assets, attending probate court, spending a lot more on legal advice and a lot more time figuring these things out.
Being technology enthusiasts this whole process stayed with us.
Why wouldn’t one keep these details handy for their loved ones? This would have been a lot easier to handle if they had created documents that mentioned all of their wishes in one place.
It took our friend’s family a few years to settle the entire process with probate.
We want to help families avoid such situations and live life without worrying about the future.
The most pressing confusion after deciding to create your estate plan is how to get started. Most people end up abandoning the plan due to lack of knowledge or good resources around them.
Between multiple appointments with different attorneys, taking days off work & family to work on your estate plan is not always feasible
Even today, a simple Will with an attorney can cost you thousands of dollars making it prohibitive to most of America
Most people think of estate planning to be as something done in the future. But life is unpredictable, by the time you realise that it’s too late to create a plan… well, it’s too late.
Helped hundreds of families secure their future
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