01Preserve your wealth
Choose from a variety of estate planning options to protect your assets.
Start planning your family's future
Preserve what you’ve built, protect those you love and grow your legacy with purpose.
About us
Our platform simplifies estate planning into clear, guided steps with the support of our experienced advocates.
01
02Protect your assets
Get comprehensive insurance coverage for your home, health, and more.
03Grow your investments
Invest in stocks, bonds, and real estate to grow your wealth over time all in our platform.
Services
What documents do we offer in our estate plans
- 01
Last Will and Testament
Legally empowers you to pass on your assets after your death. You can also nominate guardians for your minor children
- 02
Family Trust (Living Trust)
Like a last will, a living trust allows you to nominate guardians and choose who will receive your assets after your death. It also allows your family to avoid the time-consuming and costly probate court process.
- 03
Financial Power of Attorney
Lets you choose someone to handle your financial matters if you're unable to do so. They can pay bills, manage property, and make financial decisions on your behalf.
- 04
Medical Power of Attorney
Let your loved ones and doctors know your healthcare wishes if you can’t speak for yourself. You can also choose someone to make decisions for you.
About us
We are committed to delivering straightforward solutions
Our platform makes creating or updating your Will or Trust easy, with attorneys available for personalized support.
Get started- Satisfied Clients
- 6k+
- Successful Cases
- 900+
- Legal Solutions
- 700+
- Trusted Partnerships
- 220
Impact
Delivering reliable legal expertise with proven success.
- Corporate Law87%
- Business Litigation79%
- Contract Negotiation66%
How it works
Complete your estate plan with LEGALIT in 3 easy steps
- 01
Answer our quick questions.
Includes choosing someone to settle your affairs, distributing assets, and naming a guardian for your minor children.
- 02
We'll create your estate plan
We'll use your answers to create your estate planning documents, which you can view in your LEGALIT account.
- 03
Review with an attorney or on your own
Depending on which package you picked, review on your own or with a lawyer on a call. Then print and sign.
Testimonial
Our clients trust us to deliver reliable and effective solutions
LEGALIT helped me simplify a complex process. Their team was professional, empathetic, and thorough in guiding me through setting up my will and trust. Now, I have peace of mind knowing my family’s future is secure. I highly recommend LEGALIT for anyone looking to protect their legacy.
As a high-net-worth individual, I needed personalized estate planning services that aligned with my financial goals. LEGALIT delivered beyond my expectations, offering expert advice on asset protection and succession planning. Their attention to detail is unmatched.
Working with LEGALIT was a game-changer for our family business. They ensured our succession plan was seamless and legally sound, safeguarding our assets for generations to come. The professionalism and care we received were outstanding.
What is Estate Planning?
Estate planning is the process of anticipating and arranging for the disposal of an Estate. Estate planning typically attempts to eliminate uncertainties over the administration of a Probate and maximize the value of the estate by reducing Taxes and other expenses.
Why Is It Important To Establish An Estate Plan?
To provide for your loved ones in the event of your demise and to protect one’s assets. Estate planning enables one to dispose of their assets according to their wishes. An Estate Plan also enables one to put in provisions of how they wish to be taken care of in the event of illness or mental incapacitation.
What Is A Will?
A will is the legal instrument that permits a person, the testator, to make decisions on how his estate will be managed and distributed after his death.
Can I Change My Will After It Has Been Created?
Yes! You can amend, modify, update or even completely revoke your Will at any time, provided you have the capacity to do so and are of sound mind.
What Is The Difference Between A Will And A Trust?
While a Will only takes effect upon your demise, a Trust operates during your lifetime. You can therefore include in your Trust how you wish to be taken care of in the event of sickness or disability. A Trust also offers the family privacy as it is not subject to the probate process and it has tax advantages as compared to a Will. Trusts can also be an attractive option if you have a large estate, because probate can cost up to 7% of your estate’s value.
What are the key steps in an estate planning process?
Here are the steps to create an estate plan: 1. Take inventory of your assets 2. Define your beneficiaries and goals 3. Appoint trusted individuals 4. Create essential legal documents 5. Review and update regularly