Choose Your Level of Support
Select the option that best fits your comfort level. Please note that Private Family Blueprint is not acting as a law firm. Visitors with complex situations may need to consult a licensed estate planning attorney.
Who This Resource May Help
This may be appropriate for:
- ✓ Parents of minor children
- ✓ Homeowners
- ✓ Married couples
- ✓ Single adults
- ✓ Grandparents
- ✓ Blended families
- ✓ Adult children helping aging parents
- ✓ Families who have delayed creating basic estate documents
- ✓ Individuals who want to organize their wishes before a crisis
When to Consult an Attorney
More complex estates may require individualized legal counsel. Examples may include:
- • Significant business interests
- • Complex tax planning
- • Special-needs planning
- • Disputed family relationships
- • Large or complicated estates
- • Property in multiple jurisdictions
- • Complex trust arrangements
How the Process Works
Securing your family's future is completed in six simple steps.
Learn
Review the educational information and understand the purpose of the available documents.
Choose
Select the self-guided package or the package that includes preparation assistance.
Complete
Provide the required information through the secure white-label platform.
Prepare
The documents are generated or prepared according to the selected service level.
Review & Execute
Follow the provided instructions for reviewing, signing, witnessing, and notarizing the documents where applicable.
Organize
Store the completed documents safely and tell appropriate family members or decision-makers where they can be found.