Create an estate plan that lives with you
When you have an online estate plan, all of your information and documents are accessible in one convenient location when you and your designated contacts need them. As life happens, your plan should change too. Todd is designed to make organizing and managing your legacy plan easier through every year and every life milestone. Get started for free.
Basic
Will
Organize and establish
your estate plan
$0
Get started
Includes:
- Step-by-step guidance to complete your estate plan
- Bank-level encryption to keep information secure
- Personalized instructions for loved ones
- Connections to vetted attorneys for review (additional cost)
Documents include:
- Last will & testament
- Healthcare directive
- Financial power of attorney
- HIPPA authorization
Essentials
Will
Keep your plan current
during your lifetime
$5/month
Free for 12 months
Everything in Basic Will, plus:
- Seasonal plan review
- Free plan updates
- Protected storage vault for documents and passwords
- Family collaboration
Documents include:
- Last will & testament
- Healthcare directive
- Financial power of attorney
- HIPPA authorization
Trust
Based
Stay protected and
avoid probate
$20/month
Free for 12 months
Everything included in Essentials Will, plus:
- Avoid probate
- Protect you and your family's privacy
- Distribute your assets over time
Documents include:
- Living trust
- Pour-over will
- Healthcare directive
- Financial power of attorney
- HIPPA authorization
- Certificate of trust, Schedule of assets and Bill of transfer
Your future, our support
An online estate plan should be empowering. With Todd, you can more easily take care of your future. Organize and manage your legacy planning on your schedule, with expert support where you need it most.
Step-by-step-guidance
View personalized tips to add and organize your plan information based on your needs
Exclusive partner rates
Save on advisory fees and estate-related legal documents from a network of trusted and vetted professionals, where available
Automated advisor notifications
Rest easier knowing your advisors will be automatically alerted to any life events that could impact your plan
Periodic checkins
Receive online reminders to identify possible life changes that could affect your legacy planning
Feature Comparison
Check out key features of Todd’s online platform to help you plan your legacy, more easily.
Assisted setup for legal documents that will be created by an attorney
Step-by-step guidance to complete your estate plan
Connections to vetted attorneys for legal document creation
Exclusive partner rates on advisory fees and documents*
Periodic checkins to identify plan updates
Automated notifications for advisors
Personalized instructions for loved ones (coming soon)
Customizable access for contacts (coming soon)
Bank-level encrypted storage vault for documents and passwords (coming soon)
Assisted setup for legal documents that will be created by an attorney
Step-by-step guidance to complete your estate plan
Connections to vetted attorneys for legal document creation
Exclusive partner rates on advisory fees and documents*
Periodic checkins to identify plan updates
Automated notifications for advisors
Personalized instructions for loved ones (coming soon)
Customizable access for contacts (coming soon)
Bank-level encrypted storage vault for documents and passwords (coming soon)
*Additional fees apply for financial and legal counsel and document creation. Services not provided by Todd Inc.
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