Take control of your legacy with simple, guided tools that help you build your will and trust on your own schedule. Our DIY option gives you everything you need to protect your family and organize your wishes—without the overwhelm.

Get hands-on support from a dedicated advisor who helps you design your will and trust, align your beneficiaries, organize your assets, and ensure your documents match your long-term goals. Ideal for families with businesses, multiple accounts, or unique planning needs.