iPlanned Virtual Estate Planning

Business Services

Create and organize essential estate-planning documents online

iPlanned is a secure virtual estate-planning platform that guides individuals and families through creating important documents and storing them in a digital vault.

Benefit highlights

Revocable trust and living will and testament
Medical and durable powers of attorney
HIPAA release and directive to physician
5GB secure storage vault
First year at no charge, then $35 per month

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