# 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.

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#### 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.

[Explore Solutions](/content/solutions/index.html)

## Turn a hidden stressor into a completed plan.

[Request a Demo](/content/demo/index.html)