Free · No signup required · Attorney-quality drafts
Build Your Complete Estate Plan — Free
Answer a few questions about your wishes and family. We'll generate a complete, attorney-quality estate planning document package — ready to print, sign, and make legally binding.
⚠️ Important Legal Notice
The documents generated by this tool are educational drafts intended to help you understand estate planning and prepare for working with a professional. They are NOT a substitute for advice from a licensed estate planning attorney. Laws vary by state and individual circumstances. DigitalWealthSource strongly recommends having a licensed attorney review any documents before signing. Generated documents have no legal effect until properly witnessed, notarized, and executed per your state's requirements.
Step 1 of 8
0%
📋
Review Your Estate Plan
Review your information below before we generate your documents. You can edit any section by clicking "Edit."
📦 Your Estate Plan Package Will Include:
🎉
Your Estate Plan Is Ready
Review each document below. Print them, have them signed and notarized, and consider having an attorney review before finalizing.
📧 Send Your Documents to Your Email
Get a copy of all your estate planning documents, plus a signing checklist and reminders to review annually.
✅ How to Make These Documents Legally Binding
1
Review Carefully
Read every document completely. Make sure all names, dates, and wishes are accurate. Any errors should be corrected before signing.
2
Consider Attorney Review
For your Will and Trust especially, we strongly recommend having a licensed estate planning attorney review the documents before you sign. Many offer flat-fee reviews for $200–400.
3
Sign in Front of Witnesses
Your Will requires 2 adult witnesses who are NOT beneficiaries. Sign in all of their presence simultaneously. Requirements vary by state.
4
Get Notarized
Most documents require notarization to be fully effective. Visit a bank, UPS Store, or use an online notary service (RON). Cost: $5–25.
5
Fund Your Trust (If Applicable)
A Living Trust only controls assets that are titled in the trust's name. Retitle your real estate, bank accounts, and investments into the trust after signing.
6
Store & Communicate
Keep originals in a fireproof safe or safety deposit box. Tell your executor and healthcare proxy where documents are. Review every 3–5 years or after any major life change.
Want an Attorney to Review Your Documents?
For complete peace of mind, have a licensed estate planning attorney review your documents before signing. Many offer affordable flat-fee reviews.