Estate plans designed for you.
Planning for tomorrow shouldn't be complicated or expensive. Create an estate plan that fits your life, your budget, and your wishes.
Limited
Free
Take the first step by assigning someone to make medical decisions for you if you're unable to.
Essential
$125
Decide what happens to your health care, finances, and child care in case of illness, accident, or after you're gone.
Comprehensive
$375
Set up a trust to avoid court involvement in your plan, saving your loved ones time and money.
Limited
Free
Take the first step by assigning someone to make medical decisions for you if you're unable to.
Save $75
Essential
$175
Decide what happens to your health care, finances, and child care in case of illness, accident, or after you’re gone.
Save $175
Comprehensive
$575
Set up a trust to avoid court involvement in your plan, saving your loved ones time and money.
Compare plans
Pricing
Limited
Essential
Comprehensive
One-time fee
Includes creation of your plan and documents, the first year of unlimited updates and document copies, and sharing with family members and caregivers.
Free
Individual – $125
Couples – $175
Individual – $375
Couples – $575
Annual fee
Includes ongoing data storage, unlimited updates and document copies. Ensures your family members and caregivers can access your plan whenever it's needed.
Free
Individual – $45
Couples – $75
Individual – $45
Couples – $75
Capabilities
Specify medical treatment preferences
Avoid probate court and expenses
Keep estate details private
Account for all assets in your estate, even after you die
Choose who will make financial decisions when you're unable
Choose who will make health care decisions when you're unable
Name guardians for your minor children and adult dependents
Name a caregiver for your pets
Decide how your assets will be divided
Leave specific gifts to individuals or charities
Define a celebration of life ceremony
Features
Unlimited updates
Make changes to your plan anytime without starting from scratch.
Unlimited document copies
Automatically translate your plan into documents that you can print and notarize whenever you need them.
Collaboration with a spouse or partner
Build your family's estate plan together on your own schedule, from separate locations or devices.
Detailed signing and filing instructions
Sign your printed documents with confidence, knowing exactly how to notarize and execute.
Sharing and access controls
Grant secure access to the people you trust, with control over what they can view.
Secure data encryption
Protect your sensitive information with bank-level security.
Documents
Revocable living trust
The core of your estate plan, detailing how your assets are managed, controlled, and distributed during your lifetime and after death.
Pour-over will
Ensures any remaining assets transfer to your trust, and makes arrangements for dependents.
Asset schedule
Lists assets held in your trust—easily updated as your life changes.
Will
Provides a plan for dependents, distribution of assets, and who will take charge of distributing assets when you die.
Financial power of attorney
Assigns someone to make your financial decisions if you become unable to do so.
Childcare power of attorney
Assigns a temporary guardian for your children if you become unable to care for them.
Healthcare directive
Outlines your health care preferences and assigns someone to make your health care decisions if you become unable. Also known as a living will.
HIPAA authorization
Allows trusted individuals to access your medical information when needed.
Security
SOC 2 Type II
Independent certification demonstrating our commitment to protecting your data through rigorous security practices.
HIPAA
Federal regulations ensuring the privacy and security of your personal health information.
Commonly asked questions
Why do I need an estate plan?
An estate plan is a legally enforceable set of guidelines designed to protect you and your loved ones in case of medical incapacity or death. It specifies who receives your assets, who makes medical decisions if you're unable to, and who cares for your children if needed. All of these decisions are laid out in a set of legal documents that must be followed by physicians, loved ones, and the legal system. It's your way of ensuring your wishes are followed and your family is protected. Without an estate plan, state laws determine these important decisions, which can lead to lengthy court proceedings and added stress for your family.
What types of estate plans are available, and how do they work?
Estate plans come in two main forms: ones where asset distribution is decided by a will and ones where asset distribution is decided by a trust. A will names guardians and decision makers and can also direct who receives your assets, but it does require going through probate—a lengthy court process that typically takes a long time, costs thousands, and makes estate details public. A trust avoids probate, offering greater privacy and direct, speedy asset transfer to your loves ones. Better Off offers both types of estate plans. The Essential Plan distributes assets through a will for $125, and the Comprehensive Plan distributes them through a trust for $375.
How does Better Off compare to traditional estate planning?
Online estate planning provides the same legal documents as traditional attorneys but through a more accessible process. While traditional attorneys require office visits and charge high hourly rates, Better Off is a fully-online service designed by attorneys to create quality documents at a fraction of the cost. Once properly signed and notarized, our documents carry the same legal weight as those from a traditional attorney.
How does the planning process with Better Off work?
Better Off empowers you to create a plan that's best for your family in as little as 20 minutes, with progress automatically saved if you prefer to take more time. Once your plan is complete, your legal documents are generated and, once notarized, are legally effective in your state. Unlike attorneys that require payment per copy or platforms with limited downloads, you can review and update your plan anytime.
What information do you collect and how is it protected?
To create your estate plan, you'll be asked to provide basic information about your decision makers, beneficiaries, and family members, but only their names, birthdates, and email addresses. You'll also be asked to name and describe your assets, including descriptions and, for any real estate, addresses. You won't need to provide any other sensitive information like social security numbers, medical records, or financial account numbers. Better Off uses SOC 2 Type II security standards and HIPAA-compliant practices to protect the information you share, and processes payments securely through Stripe. Your personal data is never sold or shared with third parties, and you can delete your account data at any time.
What support is available?
If you are experiencing an issue, please reach out to support@getbetteroff.com for assistance.
