Estate Planning Tools & Document Guidance | Homethrive
Plan ahead with simple, guided estate planning
Create essential legal and care planning documents that protect your family, clarify your wishes, and reduce stress when it matters most.
Planning Tools
Estate planning tools built on state statutory requirements.
State Compliance
State-specific document templates aligned to legal requirements.
Self-Guided
Guidance for healthcare and financial planning decisions.
Planning without the complexity
Most families know they need a plan; we provide the accessible tools and self-guided support to finally get it done.
Through Homethrive, families can:
- Create a Last Will & Testament with a state-specific template
- Complete an Advance Healthcare Directive using guided forms
- Assign Financial and Healthcare Power of Attorney with structured documents
- Organize key information with Homethrive's Life & Legacy Workbook
Plan ahead with clarity:
- Personal wishes, ensuring care and assets align with your values.
- Crisis readiness, providing caregivers clarity when time is critical.
- Family legacy, reducing legal costs and preventing future conflict.
Support for life's important decisions
Most families know they need a plan; we provide the accessible tools and interview-guided support to finally get it done.
Tools built on state statutory requirements.
Helping you create essential documents and understand what's needed to make them effective
Guided, step-by-step experience
A simple digital roadmap designed to make essential planning approachable and stress-free.
Integrated care alignment
Directly link your legal documents to healthcare wishes and family care coordination.
Accessible to every family
Complete core documents and organize your wishes without high legal costs.
Decisions shouldn’t be left to chance
Proactive planning protects your family’s future and your peace of mind.
A clear plan restores certainty
Ensure care aligns with personal wishes
Avoid costly legal disputes and delays
Secure financial and digital legacies
This isn’t just a document, it’s a plan.
U.S. Adults
-1651%
Lack a basic estate plan or up-to-date will.
Legal Fees
$10k+
Average cost for families to resolve an unplanned estate.
Families
-25in 3
Report significant conflict when plans are not documented.
How it works
Clear. Structured. Secure.
Create your essential documents
Create key estate planning documents through a simple, guided experience.
Organize important information
Store critical legal, financial, and care details in one place.
Share with your Care Circle
Easily share plans and documents so everyone stays aligned.
Part of the Homethrive caregiving solution
Estate planning clarifies decisions and reduces uncertainty. Homethrive connects it to a broader caregiving solution.
Families can also access:
Backup Care to maintain stability when routines change
Aging & Complex Care for hands-on health navigation
Loss Support for structured post-loss coordination
All in one connected experience.