How It Works

Simple, self-service, online-only document preparation for straightforward California situations.

1. Start with the checklist

Review the “Before you start” section and gather your names, dates, beneficiaries, and decision-makers before you begin.

2. Use only structured entries

Names, dates, amounts, percentages, and selected options only. No custom sentences or custom clauses are accepted through this platform.

3. Review carefully

Your documents may use your information exactly as entered. When payments go live, all sales will be final and no retained data will be available for later correction.

4. Download your PDFs

Documents are delivered as PDF only. No printed mailing service is offered. Save your files immediately after delivery.

Policies

Online only. Email support only.
No phone support. No in-person meetings.
No user-written clauses or sentence drafting.
No saved progress in the intake.
No retained completed client data after final implementation.
Documents are intended for relatively simple California situations only.

No in-person meetings. No phone support. Email only.