We've made this process incredibly easy.
First - You'll create an account and purchase the appropriate package. Either an Individual Will package or a Married Will package. After purchasing, make sure to activate your account with the link that will be sent to your email!
Second - You'll go through our step by step process online to answer a series of questions that will populate your final Estate Planning documents.
Third - You'll download your completed document, print it out and take it to a Notary to make it official.
Fourth - Store your documents somewhere safe, and make sure your Representatives and Agents know where to find them.
The packages include:
If you die without a Will, your state already has a plan for you and all your assets. It means you’ve died “intestate”. Then, the intestacy laws of your state will determine what happens with your property.
The states only recognize blood relatives and marriage. Meaning whether you’re single with no kids, single with kids, married no kids, married with kids, the laws are going to distribute through blood. Unmarried couples and domestic partners have the biggest risk. Some states recognize domestic partnerships, but many don’t. So its important to check your states laws, or consult with an attorney.
If you die without a Will, the children will obviously go first to your spouse, or their other parent. However, if you and your spouse (or the kids other parent) die together, the state will have a plan for your children, but is that what you want to happen? Are those the family members you want your children raised by? Do you even want your family raising your children, or close friends?
Absolutely. If you already know the people you want to serve as your Representatives for your Will, your Agents for your Power of Attorney(s) and Advance Directives…and you have their address, phone number and email handy…that’s half the battle. As long as you aren’t itemizing everything in your possession to give away to 100 different people, then you’ll be able to knock this out before you’re done with a cup of coffee!
Download our Will Prep Guide so you can hit the ground running!
Your Will is filed with the state after death. Your assets will enter what’s called Probate, which is where the state essentially takes control, verifies the authenticity of your assets and Will and then distributes via your Executor to your surviving relatives or beneficiaries.
You’re going to need to put some thought into WHO you want taking care of you, if you have children, who you want taking care of them, what you want to do with all of your things (who you want them to go to) and all of those individuals contact information (address, phone and email address). To help you get started we’ve put together a Will Prep Guide. This will help you get everything you need together to get started.
Most people don’t recognize that they have more than they think. For instance, most student loans are forgiven upon death. So if that is the only debt you have, and you own your car, ugly green couch, TV’s, firearms, etc., then everything remaining in your estate needs to and will go somewhere.
Many times, it is less about your assets, and more about your life. Part of any good estate plan will include Living Will/Advanced Directive documents, as well as Powers of Attorney. If you’re young and healthy, odds are you’ll live a nice long life. But what if you get t-boned on your way home from dinner tonight, and are incapacitated, what happens now? If you don’t have those documents, your family will have to go through an emotional and expensive legal process to have a Conservator named to speak on behalf of you…but then, what do they say? No one knows, because you didn’t leave anything behind to tell them.
The Will is not just about if you have kids or not. More than likely, if you are in your late 20’s or early 30’s…if you’ve saved a penny or two, then you have assets to leave to someone. Who do you want receiving that? Your family? Your brother? A charity? God-children? These are still decisions you have to make if you don’t have a family of your own.
Furthermore, it's less about that. Even if you didn’t care that it would pass along to your parents or siblings, what happens if you become incapacitated? You’re not dead yet, and your family is devastated, and no one knows what you want to have happen with your body. Do you want to be kept alive on life support, or do you want to pass peacefully on? These are decisions you have to make with your loved ones and appoint someone to care for you.
Very simply, the Individual Package provides one individual Early Estate Plan. Which includes one (1) Last Will & Testament, one (1) Advance Directive (Living Will, Health Care Power of Attorney & HIPAA Release) and one (1) Financial Power of Attorney. This is specific to ONE (1) Individual. It does not suffice for a married couple.
The Married Package provides TWO (2) sets of documents. One for one spouse, and a second set for the second spouse.
PLEASE NOTE - We do NOT offer a "Joint Will" for married couples. Each Spouse will have their own individual Will, which is what this package provides. A Joint Will locks all your joint assets up in Probate when the first spouse passes. You will need to talk to an attorney if you feel this is a good idea for you!
Furthermore, Advance Directives are individually focused – meaning each spouse has to specify their individual wishes, which again is why the Married Package includes two separate sets of documents.
In the case of a married couple where one spouse already has these documents and they are up to date, the other spouse can absolutely choose an individual package and just complete one set of documents.
How does this work for a married couple you ask? We’ll explain.
The site is designed, that after you download your document, you’ll go through a few more screens that will trigger emails to your spouse and to your representatives. Here’s what you need to do next:
By selecting the "Married Package", THIS IS NOT A JOINT WILL. It is one Will Package for each of you. The process is setup for the spouse who purchases the package to do their Will first, and THEN the second spouse will receive an email to create an account and do THEIR Will.
So here's how the process works:
First - The initial spouse purchases the package. They create an account and begin the online "fill in the blank" process. Once they have completed their process, an email will be automatically sent to the second Spouse, to create their account.
Second - The second Spouse, will need to check their email, click the link to set a password to create their account, which will send them a second email to activate their account. The second Spouse will then go through the same "fill in the blank" process to create their Will.
You simply need to name one of the individuals as the Primary Guardian, and the second person as the Alternate Guardian. That way, in the event the couple were to divorce or one of them passed, you have the backup taken care of.
This is also something you can come back at a later time and change if necessary.
Unfortunately, in most all states, by law you cannot change your Will until your divorce is finalized. Please check with your divorce attorney to confirm, but most all states – if not all – require that you wait until the divorce is finalized to change your Will.
Again, confirm with your attorney, but once it has been finalized, then yes – you are good to proceed with the Individual package.
Before we had children, our dogs were our children. Many people are like us. You don’t have kids, you may even be single, but you have that fluffy friend who is like a child to you. So much so, you almost pay the same as private school just for them to go to “doggy daycare”. What happens to Fido? Who is taking care of them?
With Epic Will, you can make sure you define exactly who you want taking care of your furry child should you pass. With your printed documents, we include a blank Personal Property Memorandum at the end. This is where you will list each item of your household that is personal property (like your pets, jewelry, car, couch, etc.) and who you want to receive them.
This does NOT need to be notarized. You simply need to sign it and keep it with your documents. You can also print out as many of these sheets as you need and update them as necessary!
Epic Will is a resource to help you complete your Will following your state's specific laws, but we are not attorneys who can offer you legal advice about your specific situation. If you have questions about what you should be doing in specific situations, we highly recommend you work with an Estate Planning Attorney in your area.
Congrats!! Next step is to have your Will notarized and signed by witnesses. These instructions could change for each state, so please reference the actual signing instructions included in your document once you have completed it!
To execute (make official) your Last Will, Advance Directive and Powers of Attorney, you will need two witnesses and a notary public. You can’t just take anyone with you as a witness, please note your states requirements for witnesses for the most part:
Do not sign anything until you and your witnesses are in front of a Notary Public.
For each document, please review the following details and instructions:
If any of your documents need to be amended, you have 90 days from the time you created your documents to change them for free. You can access your completed (but not signed) documents at any time by logging into your account at www.epicwill.com.
If you have any further questions or concerns, please consult an attorney.
Typically, financial institutions and municipalities offer notarization services. You can also get notarized at UPS stores. You may need to make appointments, and ensure that either they can provide witnesses, or you may need to have witnesses meet you there.
NO! Each complete set of documents has three individual items: The Last Will & Testament, the Advance Directive (which includes the Living Will, Health Care Power of Attorney & HIPAA Release) and the Financial Power of Attorney. EACH individual document needs to be notarized. That is a total of THREE (3) notarizations per Early Estate Plan
Well. No. Ultimately, its just a piece of paper until it gets that stamp. For your documents to be complete and recognized by a court, you have to get a Notary and witnesses to sign it with you.
Yes! Once you’re part of the Epic Will family, if you ever need to update your Will, you can come back and do so for free when your named representatives create a FREE account with EpicWill.com so they can have access to your documents if needed. If you don't want to do that, no problem at all. Every update thereafter is only $39!
Login to your account to make edits to your Will anytime your story changes.
The whole point of this service, and you being here is to DO YOUR WILL! If you pay for it (i.e. “have skin in the game”), you’re more likely to actually FINISH it, which is why we’re here in the first place.
Most of the “free online services” provide large blanks and require you manually fill all the information in yourself without any guidance or help into a standard – standard non-state specific, and ultimately crappy looking product. You get what you don’t pay for. Or, they are facades. Meaning they “lure” you in with the whole “free” thing, then make you join a monthly subscription (SaaS) service to access your document with the intention that you’ll forget about it…not complete you Will immediately, and they can charge you over and over.
That is a hard question to answer. You can get super basic plans done by an attorney for $500, or you could get highly detailed Estate Plans for thousands of dollars. There is no set or standard pricing for something like this. Ultimately, we feel that every individual, once you reach a certain economic stature, needs to have an actual Attorney look over your estate. We’re here to cover you until you get there!
Again, there is no legal or right/wrong answer here. Just think about your life. If you have a complicated living situation, divorced and have children from previous marriages, houses you own in states you don’t live in, you’re a Millionaire…then its really best that you connect with an attorney. That’s not advice, that’s a hunch. Keep in mind, we can not give legal advice. But if you’re concerned that an Online Will is not going to cover all the bases…then we suggest getting with an Attorney!
Check out the Legal Jargon section. It should answer any of those questions you have.
If they are technical in nature – meaning, an issue with the website, a bug, etc., then feel free to email us at email@example.com We can help you with that. If they are specific to what you should do in your Estate Planning Documents, then you will need to connect with an attorney for those answers.
We understand you are looking for a Living Trust vs. a Will. That is great! Our service is intended for people building assets and wealth, and then when someone reaches a place they have assets they want to avoid probate by creating a Living Trust – we HIGHLY recommend that you connect with an actual attorney vs. an online service. That is 100% the reason we do not offer Living Trusts (though we could) on our site…because there are so many caveats that an online service won’t do justice.
Furthermore, to fund your Living Trust with a property or the like - you’ll still have to work with an attorney to make that happen.
Do you need suggestions on attorney’s? We HIGHLY recommend you check out our friends at Personal Family Lawyer, they have a network of attorney's around the country that will be able to take care of you!
You can name "Your Estate" as the beneficiary in your retirement accounts, if you want them to pass directly to your desired beneficiaries in your Last Will. However, that means, your retirement accounts will immediately terminate upon distribution, and your beneficiaries will be required to pay the income tax. You are able to name individuals as beneficiaries with each retirement account. In that case, the account remains open to grow.
We HIGHLY recommend you connect with your Financial Advisor or Accountant before naming your Estate as the beneficiary. They will be able to tell you the right thing for YOU!
Short answer - nope. Epic Will is simply an online service that walks you through a simple and guided step by step process, asking you all the questions necessary to complete these documents for YOUR specific state. We can answer questions that are technical in nature, but we are not a law firm, and cannot answer questions specific to you and your family.
We have intentionally kept our product offerings simple to keep the price down. You are welcome to try EpicWill.com, and if you are not comfortable with the process and decide an attorney is the best route, we'll gladly refund your money. We can also help recommend resources to find an awesome attorney near you!