LegalZoom Estate Planning creates online estate planning documents from answers to a questionnaire. Plans include a last will or living trust, financial power of attorney, healthcare directive, and HIPAA authorization. A will can name people who receive assets and nominate guardians for minor children; a living trust is presented as a way for a family to avoid probate court. Customers can view their documents in a LegalZoom account, review them independently or with a lawyer on a call, then print and sign. Premium Will and Premium Trust plans include attorney document review and unlimited 30-minute calls with an attorney for one year. LegalZoom says its last wills have been accepted in all 50 states. The service is web-based and paid, with listed one-time prices from $99.00 USD per once for Basic Will to $549.00 USD per once for Premium Trust. LegalZoom says sensitive information is encrypted and offers multi-factor authentication for accounts. It also states that it is not a law firm and generally does not provide legal advice except through its subsidiary law firm where authorized.
Who it is for
The plans are for individuals and couples planning for children, assets, or healthcare and financial decisions. Premium plans may suit customers seeking attorney document review and calls.
What is good
- Plans include financial and healthcare documents.
- Wills can nominate guardians for minor children.
- Trust plans include a living trust option.
- Premium plans add attorney review and calls.
- Last wills are stated to be accepted in all 50 states.
What to know first
- No free plan is listed.
- Documents must be printed and signed.
- LegalZoom says it is not a law firm.
- Basic Will costs $99.00 USD per once.
Verdict
LegalZoom offers questionnaire-based will and trust documents with supporting healthcare and financial forms. Review its service limitations and choose a plan based on whether you need attorney review or a trust.
Get started with LegalZoom Estate Planning
- Open the LegalZoom estate planning website.
- Choose a will or trust plan.
- Answer the estate planning questionnaire.
- Review the resulting documents in your LegalZoom account, alone or with a lawyer on a call.
- Print and sign the documents.
Limits to know first
Basic Will and Basic Trust include 30 days of free revisions; Premium Will and Premium Trust include one year. Attorney document review and unlimited 30-minute attorney calls for one year are limited to Premium plans.
Questions about LegalZoom Estate Planning
How much does LegalZoom Estate Planning cost?
Basic Will is 99.00 USD per once, Premium Will is 249.00 USD per once, Basic Trust is 399.00 USD per once, and Premium Trust is 549.00 USD per once.
Is there a free plan?
No. LegalZoom Estate Planning is a paid service.
What documents do the plans include?
Will plans include a last will, healthcare directive, financial power of attorney and HIPAA authorization. Trust plans include a living trust and additional trust documents; Premium plans add attorney review and calls.
Can customers get attorney support?
Premium plans include attorney document review and unlimited 30-minute calls with an attorney for one year.
What platforms are supported?
The service is available on web.
Does LegalZoom provide legal advice?
LegalZoom says it is not a law firm and does not provide legal advice except through its subsidiary law firm where authorized.
LegalZoom Estate Planning plans and pricing
All plansCompared on legal forms software
- Free plan
- No
- Planning scope
- will_and_poa
- Trust support
- Yes
- Power of attorney
- Yes
- Beneficiary planning
- Yes
- Attorney review
- Yes
- State coverage
- 50 states
- Document storage
- Yes
