Estate planning packages

Estate Planning Package (Power 5)

Protect your family, finances, and healthcare decisions with one complete estate-planning package you can start online. Five documents that cover property, finances, healthcare decisions, access to medical information, and end-of-life wishes, drafted from an attorney's Florida templates and signed without an office visit.

The five most important documents, covering the majority of what your family will need.

$650single
$950married

Married pricing covers both spouses: two full sets of documents, for less than two single plans.

You'll continue on our secure document system to build your plan.

Not sure this is the one? Find my plan: a few questions, about a minute.

Why a will on its own leaves a gap

A will speaks only after you die. It has nothing to say about the years in between, and the harder scenario for most families is not death. It is the stretch where someone is alive but unable to sign, decide, or explain what they want.

The Power 5 closes that gap. One document set handles both moments: who inherits, and who acts while you cannot.

What each of the five documents does

Each one covers a different failure point. Together they are the standard core plan.

  • Last Will and Testament: names who inherits what passes through your estate, appoints your personal representative, and nominates a guardian for minor children.
  • Durable Financial Power of Attorney: names an agent who can handle banking, property, tax and legal matters if you cannot, and stays effective after incapacity.
  • Healthcare Power of Attorney: names the person who makes medical decisions for you.
  • Living Will: your written instructions on life-prolonging procedures, artificial nutrition and hydration, and comfort care.
  • HIPAA Release: lets the people helping with your care actually see your medical information.
  • Personal Property Memorandum: a list of specific items and who should receive them, which you can update without redoing the will.

How you get it done

You answer plain-English questions online, at whatever hour suits you. Your documents are assembled from templates a Florida estate planning attorney wrote and keeps current. Then you sign, with witnessing and notarization handled online where Florida law allows it, and your documents are stored where your family can find them. If you want an attorney to look at your plan or handle it for you, that is available separately.

What's included

  • Last Will and Testament with beneficiary designations
  • Personal Representative appointment
  • Durable Financial Power of Attorney
  • Healthcare Power of Attorney
  • Living Will
  • HIPAA Release
  • Personal Property Memorandum
  • Attorney-written Florida templates

What it does not cover

  • A revocable living trust: that is the Legacy Trust Package
  • Deeds transferring real property: those are priced separately
  • Retirement accounts, pensions and life insurance with a named beneficiary, which pass by beneficiary form
  • Property owned jointly with right of survivorship, which passes to the surviving owner

Is this you?

If none of these quite fit, that is worth a conversation rather than a guess.

  • Families who want complete protection, not just a basic will
  • Parents, homeowners and married couples
  • Caregivers, and adults putting documents in place for a parent
  • Anyone who wants a will plus the financial and healthcare documents in one package
  • Parents of minor children who need a guardianship nomination in writing

Power 5 package, answered.

More general questions live on the questions page.

What does the married price cover?

$950 covers both spouses: two complete sets of the five documents, typically naming each other as agent and beneficiary with contingent choices. That is less than buying two single packages.

Is this different from a downloadable form?

The documents come from templates an estate planning attorney wrote and keeps current to Florida law, and you finish the whole thing online, signed, witnessed and notarized. A form site hands you an unsigned PDF and leaves the rest to you. If you want an attorney to review your plan or represent you, you can add that separately.

Do I still need a trust?

Not everyone does. A trust mainly buys probate avoidance and privacy. If those matter to you, or you own real property you would rather keep out of court, look at the Legacy Trust Package.

Can I sign without going to an office?

Florida allows wills to be signed, witnessed and notarized remotely. Online notary sessions are available as an added service.

Ready when you are.

Start now if you know what you need, or answer a few questions and we'll point you at the right plan. Nothing here locks you into anything.

You'll continue on our secure document system to build your plan.

Still deciding? Ask our AI assistant at any hour, no charge, no form.