Estate planning documents, one at a time
You do not have to buy a plan to get one document. Every document below can be answered, generated and downloaded on its own, and what you pay for it counts in full toward a package if you want the rest later.
Free with an account
Worksheets and authorizations that bind nobody. They cost nothing because charging for them would buy nothing but friction.
Beneficiary designations checklist
A checklist of every account that passes by beneficiary form rather than by your will, and who is currently named on each.
Free with an account.
Executor organizer
An organizer is the single sheet that tells whoever is clearing up after you what exists and where to find it.
Free with an account.
HIPAA authorization for Pennsylvania
A HIPAA authorization lets the people you name receive information about your health. It does not let them decide anything.
Free with an account.
Letter of intent
A letter of intent is the non-binding letter that sits beside your legal documents and says the things they cannot.
Free with an account.
Wishes
A personal wish, signed with witnesses, granting no financial authority.
Digital assets directive for Pennsylvania
A digital assets directive gives the person handling your affairs written authority to reach your online accounts and files.
$9, or $5 for a second household member ($14 for both).
Disposition of remains for Pennsylvania
A disposition of remains directive says what you want done with your body and names the person with authority to arrange it.
$9, or $5 for a second household member ($14 for both).
Executor handoff packet for Pennsylvania
The executor handoff packet is the document your executor opens first - what your plan contains, where things are, and what to do in the opening weeks.
$9, or $5 for a second household member ($14 for both).
Living will for Pennsylvania
A living will writes down what treatment you would and would not want if you were dying or permanently unconscious and could not say so yourself.
$9, or $5 for a second household member ($14 for both).
Organ donation directive for Pennsylvania
An organ donation directive records your decision about donation in writing, in your own terms, so your family and your documents agree.
$9, or $5 for a second household member ($14 for both).
Personal property memorandum for Pennsylvania
A personal property memorandum lists who receives particular belongings, so the will itself does not have to be rewritten every time you change your mind.
$9, or $5 for a second household member ($14 for both).
Pet care directive for Pennsylvania
A pet care directive names the person who takes your animals in and records what you want done for them.
$9, or $5 for a second household member ($14 for both).
Temporary guardian consent for Pennsylvania
A temporary guardian consent lets an adult you name authorise routine and emergency care for your child during a defined period while you are away.
$9, or $5 for a second household member ($14 for both).
Authority
Documents that let another person act for you.
Who can make decisions for me
The Decisions package is the four documents that answer one question - who can act for you, for your health and for your money, if you cannot act for yourself.
$29, or $16 for a second household member ($45 for both).
Financial power of attorney for Pennsylvania
A financial power of attorney names one person who can act on your money and property while you are alive but cannot act for yourself.
$14, or $7 for a second household member ($21 for both).
Guardian nomination for Pennsylvania
A guardian nomination puts on the record who you want to raise your children if you and the other parent cannot.
$14, or $7 for a second household member ($21 for both).
Medical power of attorney for Pennsylvania
A healthcare power of attorney names one person who can make medical decisions for you at the moment you cannot make them yourself.
$14, or $7 for a second household member ($21 for both).
Estate
Who inherits, and who administers.
Property
Documents that create a trust or move title.
Deed into trust for Pennsylvania
A prepared deed is the document that actually moves your home into your trust, drafted with the exemption statement your county expects.
$29, or $15 for a second household member ($44 for both).
Revocable living trust for Pennsylvania
A revocable living trust holds your property during your life and passes it on afterwards without probate, provided the property is actually moved into it.
$99, or $50 for a second household member ($149 for both).
Trust funding suite
The funding suite is the paperwork that moves your assets into a trust you have already signed, which is the step that makes the trust do anything.
$19, or $10 for a second household member ($29 for both).
Or take the whole plan
Packages cost less than the documents inside them, and the price list shows both numbers.