For your convenience, Goat Planning has partnered with the leading online legal estate documentation platform, so you can prepare a will, powers of attorney, and advance directive at group cost savings. Like Goat Planning, the company holds an A+ rating and accredited status from the Better Business Bureau. You may certainly choose to work with an attorney — and for complex situations you should — but for straightforward documents, this is an excellent, cost-effective alternative.

For revocable living trusts, irrevocable life insurance trusts, and special-needs planning (protecting an heir who relies on means-tested benefits, or a minor who can’t inherit outright), we help with their creation outside this online platform — reach out and we’ll walk through it together.