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What is the DIY Estate Planning Package?

The DIY Estate Planning Package is a simple and affordable way for Solo Agers to create essential legal documents to plan for their future. You will answer questions to create custom legal documents that make your wishes known and designate trusted people to act on your behalf

The package includes:

  • Last Will and Testament
  • Durable Power of Attorney
  • Health Care Proxy
  • Advanced Directive (Living Will)
  • Emergency Contact Document

Important: All documents are based on Massachusetts law and must be signed before two witnesses and a notary to be valid.

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No attorney-client relationship is established.

How It Works

The DIY Estate Planning Package is a simple and affordable way for Solo Agers to create essential legal documents to plan for their future. You will answer questions to create custom legal documents that make your wishes known and designate trusted people to act on your behalf

01. Answer a Few Questions:

Complete our simple step-by-step questionnaire to gather the necessary information for your estate plan.

02. Download and Print:

Complete our simple step-by-step questionnaire to gather the necessary information for your estate plan.

03. Execute Your Documents:

Complete our simple step-by-step questionnaire to gather the necessary information for your estate plan.

04. Store and Share:

Complete our simple step-by-step questionnaire to gather the necessary information for your estate plan.

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Need Extra Help? You can purchase our attorney review service for personalized support.

Who Is the DIY Estate Planning Package For?

This package works well if:
  • You know who you want to inherit your assets.
  • You know who you want to appoint to important roles (e.g., Power of Attorney, Health Care Proxy, or Executor).
  • You are comfortable printing and executing documents yourself.
This package is NOT a good fit if:
  • You have complex financial or family situations.
  • You aren't sure who to appoint for key roles.
  • You need legal or tax planning advice.
  • You need assistance executing the documents.

If you need more personalized support, consider our attorney-guided estate planning offered through Senior Solutions.

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Need Help? Add Attorney Review and Signing Support ($499)

Need extra peace of mind? Add a one-on-one session with a Massachusetts attorney to review your plan and guide you through proper document execution.

This includes:

  • Brief meeting with an attorney
  • Document review and limited revisions before execution
  • Guidance to ensure legal signing requirements are met
  • Help identifying a mobile notary (if needed) outside Greater Boston
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Frequently Asked Questions

Will these documents work outside of Massachusetts?
No, these are designed for Massachusetts residents. We hope to expand to other states in the future.
Documents must be signed before two witnesses and a notary. You can use a mobile notary service, and they may be able to help with witnesses.
This is a tough decision, especially if you don’t have a trustworthy family member to count on. Attorneys are sometimes willing to serve in these roles.
Yes! A secure account login protects your data, and your answers are only used to generate your documents. We do not store or share your sensitive information.

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