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Provide our platform to their supporters while gently encouraging legacy gifts
Create a plan to support the people and causes they care about
Provides an intuitive estate planning platform that makes it easy to make an impact
Not an estate planning expert or even know where to start thinking about a will?
We make it easy with our full suite of estate planning tools:
Will / Trust*
(Start Fresh)
Trust
(CA Only)
Codicil
(Update Will)
Beneficiary Designation
Assistance
Durable Power
of Attorney
Advanced Healthcare
Directive
Donor Advised Fund
Tool
Stock Gift
Tool
Qualified Charitable
Distribution Tool
Our documents are legally binding in all 50 states and D.C.
*Revocable Living Trusts are only available for California residents currently
