Protect Your Legacy —
Estate Planning Made Simple and Affordable
Your Estate Plan in 4 Simple Steps
No office visit. No legal jargon. Choose your path — AI-guided for a conversational experience, or self-guided if you prefer to move at your own pace with a form.
Choose Your Documents & Select Your State
Browse the bundled packages below or pick individual documents à la carte. Toggle between Individual and Couple pricing. Select your state — your documents will reflect your state's specific witness, notarization, and tax requirements.
Complete Secure Checkout
Pay once via secure Stripe checkout. You'll receive an immediate confirmation email with a link to your private document portal. No subscription required — bundled packages are a one-time fee. (À la carte documents check out at the end of your interview.)
Complete Your Interview — AI-Guided or Self-Guided
From your document portal, complete the 15–20 minute interview. Choose AI-Guided for a warm, conversational experience that explains every question in plain English — or choose Self-Guided to work through a structured form at your own pace. Either way, your answers are saved so you can pause and return anytime.
Receive Your Documents
Rodney reviews your completed answers and delivers your attorney-reviewed documents digitally within 1–2 business days. He's also available at no extra charge to review your beneficiary designations across life insurance and retirement accounts to make sure everything aligns.
A conversational AI walks you through each step, explains legal terms in plain English, and captures your answers in context. Best for first-timers or anyone who wants a guided experience.
Prefer to fill in your own answers without a chatbot? Choose Self-Guided from your document portal and work through a structured question form at your own pace. Same documents, your way.
Simple, Affordable Estate Planning
Traditional estate attorneys charge $1,500–$5,000+. Our AI-guided process delivers attorney-reviewed documents at a fraction of that cost.
Will Package
Essential protection for individuals and families just getting started.
- ✓ Last Will & Testament
- ✓ Healthcare Directive
- ✓ Financial Power of Attorney
- ✓ Guardian Designations (if applicable)
- ✓ Beneficiary Review Consultation
Living Trust Package
Avoids probate, keeps affairs private, and transfers assets immediately at death.
- ✓ Revocable Living Trust
- ✓ Pour-Over Will
- ✓ Healthcare Directive
- ✓ Financial Power of Attorney
- ✓ Guardian Designations (if applicable)
- ✓ Beneficiary Review Consultation
- ✓ Trust Funding Guidance
Complete Estate Plan
The most comprehensive protection — everything in one integrated plan.
- ✓ Everything in the Trust Package
- ✓ Comprehensive beneficiary audit
- ✓ Life insurance integration review
- ✓ Retirement account coordination
- ✓ Personal property memorandum
- ✓ Digital asset instructions
- ✓ Priority consultation with Rodney
Questions about which plan is right for you? Schedule a free consultation with Rodney →
Keep Your Estate Plan Current
Year After Year
People are born, marriages happen, children grow up, assets change hands, and laws evolve. An estate plan written five years ago may not reflect your life today. The Legacy Guardian Plan gives you the ongoing access to review, update, and keep your documents in sync with your life — for less than $8/month.
Already purchased a package? Add the Legacy Guardian Plan at any time — it activates immediately and covers all of your existing documents. Questions? Schedule a call with Rodney.
Only Need One Document?
Browse every available document below. Click Select → to begin. You'll complete a brief AI-guided interview (or self-guided form — your choice) and check out at the end. All documents are attorney-reviewed and state-specific.
Need multiple documents? Save up to 40% with a bundle.
The Will Package, Trust Package, and Complete Estate Plan include every document above at a significant discount.
Not sure what you need? Schedule a free call with Rodney — he'll walk you through the right documents for your situation.
A Complete Estate Plan Covers Everything That Matters
A proper estate plan isn't just a will. It's a full suite of documents that protect you, your family, and your assets — before and after death.
Last Will & Testament
Directs how your assets are distributed, who cares for minor children, and who serves as executor of your estate. Without one, the state decides.
Revocable Living Trust
Avoids probate entirely, keeps your affairs private, and allows assets to transfer to beneficiaries immediately — without court involvement or delays.
Healthcare Directive
Documents your wishes for medical care if you're incapacitated. Takes the burden of impossible decisions off your family.
Power of Attorney
Designates a trusted person to manage your financial affairs if you become unable to do so. Prevents the need for court-appointed guardianship.
Guardian Designations
If you have minor children, this is arguably the most important document you'll ever create. Name who raises your children if something happens to you.
Beneficiary Alignment
We review your life insurance, retirement accounts, and other assets to ensure beneficiary designations align with your estate plan — avoiding costly conflicts.
Revocable Living Trust vs. Will
Understanding which approach — or combination — is right for your family
Not sure which is right for you? Our AI-guided interview will help determine the best fit.
Rodney Cummings
Estate Planning Advisor
Rodney helps clients integrate estate planning into their overall financial strategy — ensuring that life insurance beneficiaries, retirement accounts, and estate documents all work together as a unified plan. He's available to review your completed documents and coordinate beneficiary alignment at no extra charge.
- Holistic approach — insurance + estate + retirement
- AI-guided interviews designed by Rodney
- Coordinates beneficiary designations
- Serving Oregon families since 2018
- OR License #18847712 | Licensed in 22 states
Frequently Asked Questions
Do I really need a trust if I already have a will?
A will still requires probate — a public, court-supervised process that can take 12–18 months and cost $15,000 or more. A revocable living trust avoids probate entirely, keeps your affairs private, and allows assets to transfer to your loved ones immediately. For most families with any significant assets, a trust is the better choice.
How long does the AI-guided interview take?
Most people complete the interview in 15–20 minutes. The AI walks you through 7 key areas — personal information, family structure, assets, beneficiaries, executor selection, special wishes, and healthcare directives. You can pause and come back at any time.
Are the documents attorney-reviewed?
Yes. All documents in our estate planning packages are built on attorney-reviewed templates. They are designed to be legally valid in your state. Rodney is also available to review your completed plan and coordinate it with your insurance and retirement beneficiary designations.
What happens to my minor children if I die without a will?
Without a will naming a guardian, a court will decide who raises your children — and it may not be who you would choose. A will with a guardian designation removes that uncertainty and ensures your wishes are legally documented.
What does a full estate plan cost?
Our Will Package starts at $199 for individuals ($299 for couples). The Living Trust Package is $499 individual / $699 couple. The Complete Estate Plan is $599 individual / $899 couple. Traditional estate planning attorneys typically charge $1,500–$5,000+ for the same documents. Rodney's consultation to review your plan is included.
What if I have questions during the interview?
The AI is designed to guide you through each section clearly. If you have a complex situation or prefer to talk it through first, you can schedule a free consultation with Rodney before starting the interview — just click 'Schedule a Consultation' at the top of this page.
Also Worth Considering
Have you optimized when to take Social Security?
Your estate plan protects your assets — but claiming Social Security at the wrong time can cost you $100,000 or more. As a Registered Social Security Analyst, Rodney can pinpoint your optimal claiming age.
Your Family Deserves a Plan
Don't wait for the "right time." It never comes. Start your estate plan today — in 15 minutes — and give your family the gift of certainty.
Consultation with Rodney is free · Attorney-reviewed documents · Starts at $199
Questions about wills, trusts, or beneficiary planning?
Read Our Complete Estate Planning FAQ →From the Blog
Expert insights on protecting your family and preserving your legacy
Estate Planning Basics: Why a Will Is Not Enough and What to Do Instead
A will alone can leave your family stuck in probate for months. Here's what a complete estate plan actually looks like.
Read More → Oregon TaxOregon's $1 Million Estate Tax Trap: How to Protect Your Family
Oregon has one of the lowest estate tax thresholds in the country. If your estate exceeds $1M, your family could owe thousands — here's how to plan around it.
Read More → Common Mistakes5 Estate Planning Mistakes That Could Cost Your Family Thousands
From outdated beneficiary designations to missing healthcare directives — the most common estate planning errors and how to avoid them.
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Questions about which services are right for you? Schedule a free consultation →