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
How to get started
- 01
Visit iplanned.io and select Begin Your Journey.
- 02
Create an account and verify the code sent to your email.
- 03
Follow the step-by-step instructions to complete your documents.
- 04
Download, print and notarize documents according to the execution instructions.
- 05
Upload completed documents to the 5GB secure vault and share access with loved ones if desired.