Write a valid will, POA, and advance directive yourself
A complete foundational estate file executed to your state's formalities — a will signed and witnessed correctly, a durable financial power of attorney notarised, a healthcare proxy and advance directive completed, beneficiary designations on accounts reconciled with the will, and the originals stored where the people who need them can find them.
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Included with every copy
- Your own copy — keep it forever
- Gets better over time — free updates included
- Run it on web and mobile
- Invite a partner to go through it with you — you share the same progress
- 4 knowledge checks to test what you've learned
- The playbook's community — ask questions, get additions, and see how other buyers improve it, right on the step
Who it's for
U.S. adults with a house, children, or savings who have no estate documents and do not need a trust. If you have a blended family, a special-needs beneficiary, a business interest, or a taxable estate (over roughly $13 million in 2026), consult a lawyer instead.
About this playbook
This guide walks you through creating a complete estate file — a valid will, a durable financial power of attorney, a healthcare proxy, and a living will — without paying a lawyer or an online service. You start by inventorying your assets and learning your state's execution rules, then fix beneficiary designations that would otherwise override your will. You draft each document using state-specific templates, execute them with the correct witnesses and notary, and store the originals where your executor can find them. This guide covers straightforward estates only: it does not cover trusts, business interests, special-needs planning, or strategies for taxable estates.
What you'll do, step by step
Free preview — these steps are open to read in full before you buy.
Phase 1: Take Inventory of Assets, Family Situation, and State Law
0/4List what you own and how it is titled, decide who should get what and who should manage your estate, look up your state's will-execution rules, and confirm you do not need a lawyer.
- 30 min
- 0/520 min
- 15 min
- 10 min
Phase 2: Reconcile Beneficiary Designations with Your Will's Intent
4 stepsPhase 3: Draft Your Will Using a State-Specific Template
4 stepsPhase 4: Prepare the Durable Power of Attorney and Healthcare Documents
4 stepsPhase 5: Execute the Documents According to Your State's Formalities
4 stepsPhase 6: Store Originals and Distribute Copies to Your Representatives
4 stepsDetails
What you need first
You own a home, have children, or have significant savings. You have no existing estate documents, or your documents are outdated. You are willing to spend five to seven hours on this project over two to three weeks, including waiting periods for beneficiary form processing.
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