LegalZoom may not be appropriate for individuals:
(1) Considering the implementation of sophisticated estate planning strategies, including any of the following trusts : irrevocable life insurance trusts, irrevocable charitable trusts, qualified personal residence trusts, special needs trusts, grantor retained annuity trusts; or (2) Anticipating the inclusion of sophisticated clauses in your estate planning documents, including: generation skipping tax provisions, no contest clauses, or portability provisions.
Save 20% on LegalZoom® Online Estate Planning Services
Regardless of your financial status, estate planning should be a vital part of your financial plan. Planning ahead and documenting your wishes can give you greater control, privacy, and security of your legacy. LegalZoom is one option to help you with your estate plan.
Fidelity customers will receive a 20% discount, plus chat and phone support, on any estate planning services provided online through LegalZoom.*
Create online documents using LegalZoom
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Create a will to help ensure your wishes are carried out after your passing. |
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Create a trust to help protect your assets and avoid probate. |
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Appoint a power of attorney to make financial and legal decisions for you if you are unable to do so. |
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Appoint a health care proxy to make health care decisions for you if you are unable to do so. |
In addition to online document creation, LegalZoom’s Estate Plan Bundle also includes 1 year of support and guidance from LegalZoom’s network of attorneys. Make the most out of this offer and use LegalZoom’s network to speak directly with an attorney before you start creating your documents and again after you have drafted them.
Is it right for you?
LegalZoom may be right for individuals with simple family situations (e.g., non blended families) and less than $2 million in assets.
Get started today and save 20%
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