About | Her Path, LLC

Estate Planning

Her Path provides support, coordination, and encouragement to ensure you’re staying true to your commitment to completing your estate planning documents through the Trust & Will platform, from start to finish.

Estate Planning Checklist

Download this simple checklist to determine whether it’s time to

create or update your estate plan. Click on the link below.

Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Built by attorneys and customized by you, they provide state-specific, legally-valid documents to meet your family’s needs.

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Will-Based Estate Package: For individual or couple

A Will ensures your loved ones and assets are taken care of according to your wishes. Name guardians for your children or pets, outline who receives your property, and document your healthcare preferences.

Will-Based Plan includes:

Last Will & Testament
HIPAA Authorization
Advance Healthcare Directive (Living Will)
Power of Attorney
Her Path's Accountability Partner Offering*

Trust-Based Estate Package: For individual or couple

A Trust helps your loved ones inherit assets quickly and privately, avoiding the lengthy and expensive probate process. Control exactly how and when your wealth is passed down, set conditions for distributions, and ensure your financial and healthcare wishes are followed. Trust-Based Plan includes:

Revocable Living Trust
Schedule of Assets
Last Will & Testament (Pour Over Will)
HIPAA Authorization
Advance Healthcare Directive (Living Will)
Power of Attorney
Trust Funding Guide
Certification of Trust
Her Path's Accountability Partner Offering*

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Her Path Accountability Partner Offering provided with each package

Initial consultation to understand your Estate Planning goals.
Personalized timeline and check-ins to ensure progress, from start to finish.
Assistance in setting up your "Plan" on the Trust & Will platform.
Final documents printed and shipped to you from Trust & Will to be reviewed, signed, & notarized.

Please note: I am not an attorney and nothing I provide or discuss constitutes legal advice. For legal questions, please consult with a qualified attorney.

Estate Planning Next Steps

If you're interested in more information about creating your Estate Planning documents through the

Trust & Will platform, with our assistance, let's set up time to connect!