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Estate Planning 

Your financial wellness is our top priority, and that includes planning for the future.

We're excited to announce that Wills and Trusts are now available, exclusively to our members. Whether you're growing your family or preparing for retirement, estate planning ensures your loved ones, assets, and peace of mind are protected.

Getting Started

Getting started is easy:

  1. Log in and take a quick 2-3 minute quiz

  2. Choose the estate plan that best fits your needs

  3. Complete a guided, self-paced questionnaire

  4. Rest easy knowing you have a plan in place

Start Your Plan

Save while you protect

To help you get started, for a limited time* members receive $100 off when you create a will or trust through our estate planning partner. If you're not ready to complete your plan yet, you can still purchase today to lock in your savings. Then take your time completing it at your own pace. Split payment options are also available for your convenience.

Need help?

Our Dedicated Support Team is here for you every step of the way.

Estate planning is an important step, and we're here to make the process simple and accessible. While we provide tools to help you create an estate plan, we are not a law firm and do not offer legal advice.

Using our service is not a substitute for a lawyer and does not create an attorney-client relationship. If you have complex legal questions or need personalized advice, we encourage you to consult a licensed attorney.

*Pheple members are eligible for a $100 discount. The offer is valid on estate planning packages purchased on or before April 30, 2026. Offer is subject to change.