Estate Planning

An estate plan is a set of legal documents that outline how your assets and care will be managed if you’re incapacitated or pass away. It typically includes a will or trust, powers of attorney, final wishes, and guardianship plans for minor children.

Without an estate plan, state laws decide how your assets are distributed—potentially against your wishes—creating added stress and financial burden for your loved ones.

Estate planning isn’t just for the wealthy—everyone benefits. Without a plan, your state decides how your assets are distributed, regardless of your wishes. Having an estate plan gives you that decision power.

In that case, seeking help from an estate attorney is a wise path to take in creating your estate plan. However, for Americans who have a fairly straightforward asset structure, a self-serve solution like ODT’s could typically meet their estate planning needs.

Creation of your estate planning documents, including:

• Last will and testament, living will, power of attorney, pet trust and instructions, guardianship directions, final instructions, instructions for property distribution and much more.
• Storage of your documents in a secure digital document vault including estate plan documents you created, title and deeds and insurance policies, as well as pet trust and instructions.
• Accessing your Estate Snapshot so you know where you stand at any given point with respect to your assets and liabilities; how they will be distributed; as well as a list of all those personal items that have been accumulated.

Many users create essential documents like a living will in the first year, but keeping the subscription lets you update your plan as life changes. If you’re satisfied with what you’ve created, you can cancel before the renewal period.