LegalZoom Estate Planning
LegalZoom Estate Planning creates online estate planning documents from a questionnaire, with options for a will or living trust and supporting healthcare an…
What LegalZoom Estate Planning is
LegalZoom Estate Planning creates online estate planning documents from a questionnaire, with options for a will or living trust and supporting healthcare and financial documents. Plans include a financial power of attorney, healthcare directive, and HIPAA authorization; trust plans also include trust-related documents such as a certificate of trust and schedule of assets. A will can name recipients for assets and nominate guardians for minor children. LegalZoom says a living trust can help a family avoid probate court, and that its last wills have been accepted in all 50 states. Customers can view documents in their LegalZoom account, review them independently or with a lawyer on a call, then print and sign them. Premium Will and Premium Trust plans add attorney document review and unlimited 30-minute attorney calls for one year. Basic Will costs $99, paid once, while Premium Will costs $249, paid once; Basic Trust is $399, paid once and Premium Trust is $549, paid once. The service is web-based and has no free plan. LegalZoom says it is not a law firm and generally does not provide legal advice except through its subsidiary law firm where authorized.
Good
- Plans include healthcare and financial authorization documents.
- Wills can nominate guardians for minor children.
- Documents are accessible through a LegalZoom account.
- Premium plans include attorney review and calls for one year.
Watch out
- No free plan is available.
- Basic Will costs $99, paid once.
- LegalZoom says it is not a law firm.
- Documents must be printed and signed.
Who it suits
This service suits individuals and couples preparing for children, assets, or healthcare and financial decisions. Those who want attorney review and calls can consider a Premium plan.
Verdict
LegalZoom offers a web-based route to create wills, trusts, and related planning documents, with premium options for attorney review and calls. Keep in mind that the service does not generally provide legal advice, except through its subsidiary law firm where authorized.
Plans and prices
From LegalZoom Estate Planning's own pricing page, checked 2 Oct 2001.
| Plan | Price | What it gives you |
|---|---|---|
| Basic Will | $99, paid once | Last will · healthcare directive · financial power of attorney · HIPAA authorization · 30 days of free revisions · printing and shipping of one set |
| Premium Will | $249, paid once | Basic Will features · attorney document review · unlimited 30-minute attorney calls for 1 year · 1 year of free revisions |
| Basic Trust | $399, paid once | Living trust · pour-over will · healthcare directive · financial power of attorney · HIPAA authorization · certificate of trust · schedule of assets · bill of transfer · 30 days of free revisions · printing and shipping of one set |
| Premium Trust | $549, paid once | Basic Trust features · attorney document review · unlimited 30-minute attorney calls for 1 year · 1 year of free revisions |
The facts
Each one read from LegalZoom Estate Planning's own pages, with the date it was checked.
What it does
- Attorney support
- Premium plans include attorney document review and unlimited 30-minute calls with an attorney for one year.checked 2 Oct 2001
- Availability
- LegalZoom says its last wills have been accepted in all 50 states.checked 2 Oct 2001
- Core documents
- Each estate plan includes a last will or living trust, financial power of attorney, healthcare directive, and HIPAA authorization.checked 2 Oct 2001
- Customer support
- The estate planning page lists customer care and attorney contact options, including phone support hours.checked 2 Oct 2001
- Document access
- Customers can view their estate planning documents in their LegalZoom account.checked 2 Oct 2001
- Intended users
- The estate planning page describes plans for individuals and couples planning for children, assets, and healthcare or financial decisions.checked 2 Oct 2001
- Purpose
- LegalZoom creates online estate planning documents based on answers to its questionnaire.checked 2 Oct 2001
- Security
- LegalZoom says sensitive information is encrypted within its systems and offers multi-factor authentication for customer accounts.checked 2 Oct 2001
- Service limitation
- LegalZoom states that it is not a law firm and does not provide legal advice except through its subsidiary law firm where authorized.checked 2 Oct 2001
- Signing workflow
- After creating the documents, customers can review them on their own or with a lawyer on a call, then print and sign.checked 2 Oct 2001
- Trust capabilities
- LegalZoom says a living trust allows a family to avoid probate court.checked 2 Oct 2001
- Will capabilities
- A last will can specify who receives assets and nominate guardians for minor children.checked 2 Oct 2001
The company
- Founded
- 2001checked 28 Sep 2001
- Headquarters
- Mountain View, California, United Stateschecked 28 Sep 2001
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