Estate plan bundle
Book a call with an estate planning attorney from our network to discuss your wishes and needs. They can walk you through how the estate planning process works and answer any initial questions you may have.
Simply provide answers to a series of questions in our online questionnaire. We'll use your answers to create your estate plan, which you'll be able to access in your account.
Review your estate plan with one of our network attorneys, then sign. Even after your estate plan is finalized, one year of unlimited attorney access is included in your plan—get guidance on revisions as well as help with other legal matters.
For 1 person
Last will and testament This document lets you decide what happens to your property, and who raises your minor children.
1 year of legal questions related to your estate plan, answered by our network of advocates
Legal advice renews annually at UgX 800,000 —cancel anytimeFinancial power of attorney (POA) and a living will (advance healthcare directive)
Unlimited revisions—update and edit your documents, as often as you need, whenever things change, at no cost for one year
1-person bundle includes: 1 last will, 1 POA, and 1 living will
For 1 person
Living trust This document allows you to decide the same things as a last will, but can also help your family avoid the potential delays and costs of the probate court.
1 year of legal questions related to your estate plan, answered by our network of attorneys
Legal advice renews annually at UgX 800,000 —cancel anytimeFinancial power of attorney (POA) and a living will (advance healthcare directive)
Unlimited revisions—update and edit your documents, as often as you need, whenever things change, at no cost for one year
1-person bundle includes: 1 last will, 1 POA, and 1 living will
Nominate someone you trust to keep your financial affairs in order when you can't do it yourself. This can include paying bills, collecting income, and more.
Decide who gets your assets after your death. With a living trust, your loved ones can avoid probate court, which can be costly and time consuming in some states.
Provide treatment instructions medical staff must follow if you lack the capacity to make your own health care choices. You can also appoint a representative to make medical decisions on your behalf.
Legally empowers you to pass on your assets after your death. You can also nominate guardians for your minor children.
Like a last will, it allows you to choose who will receive your assets after your death. But living trusts allow your family to avoid probate court.
Designates a person to make decisions about your financial affairs if you're unable to do so yourself.
Gives instructions for medical staff about what treatments you want to receive if you can't communicate. It can also appoint someone to make these decisions on your behalf.
An estate plan is more than just a set of legal documents. Estate planning is how you take care of your family's needs now and in the future.
Choose a trusted guardian to take care of your minor children should anything happen to you.
Let your family continue to benefit from everything you've worked to provide for them. Give everyone peace of mind.
Appoint people who know you well to make the financial and health care decisions you'd make for yourself when you're not able to.
As long as you're over 18 years old, there's no wrong time to start estate planning or to speak to an estate planning attorney. Most people start estate planning after a major life event such as getting married, buying a home, or having kids, or after a death in the family. But everyone can benefit from planning ahead. You can always start by speaking with an estate plan attorney.
While a last will and a living trust both lay out how to transfer your assets and personal property after your death, there are some key differences. An estate plan attorney can also advise which might meet your needs best. A last will may be easier to set up, but it often needs to go through the court probate process after your death. A funded living trust should avoid probate, but transferring your assets into a trust can take time and require additional paperwork. To help you decide which is best, our estate planning bundles include a year of Advocate assist. Once you get an estate plan bundle, you can immediately schedule an estate plan attorney call. An estate planning attorney can help you become an informed estate planner when making decisions after reviewing your assets, family situation, state laws, and other factors.
A last will is a single legal document that is part of an estate plan. It details who will inherit from you after you pass away, but an estate plan does more. For example, estate planning also gives you the power to appoint people you trust to make financial and health care decisions on your behalf and share treatment preferences with medical staff when you can't communicate.
No, but it can help to speak to an estate planning attorney. Once you buy a bundle, we encourage you to schedule a call with an attorney. You can speak with an estate plan attorney from our network before starting the questionnaire to create your documents.
With the estate plan bundle, you can revise your documents as often as you need, at no additional cost, for one year. If you have questions, an estate planning attorney can help. Our network of attorneys is here for you.
It's a good idea to review it every few years—or if there's a big change in your life, such as having a child or getting married. You can also consult a lawyer for estate planning services.
It depends. Estate tax planning is typically a consideration for larger estates. But, you may want to consult with a financial planner, estate plan attorney, and a tax advisor to assess your potential inheritance tax or estate tax liability.
You'll be all set to start building your estate plan using our online questionnaire. Before you begin, we recommend scheduling a call with an estate plan attorney from our network to answer any questions you may have about the process. Once you've submitted your answers, we'll prepare your paperwork and make everything available for download so you can review and sign. An estate plan attorney can review your completed documents, too
Have questions, need support, or want to learn more about our services? Our team is ready to assist you. Reach out to us through any of the channels below, and we'll get back to you as soon as possible. Your legal needs are our priority.
Get Legal Help
