Estate planning doesn’t have to be complicated or expensive. With Easy as Pie Estate Planning, you’ll get the protection you need for your assets and loved ones — in one simple, affordable process.
What It Is
Estate planning is often confusing, time-consuming, and costly. We've reimagined it to be simple, modern, and affordable.
Easy as Pie Estate Planning is a streamlined, tech-forward solution that delivers the essential legal documents you need, designed for Austin residents who want smart guidance without the full-service price tag.
Highlights:
- Low touch by design, high quality where it counts
- Affordable and straightforward
Who It’s For
This program is designed for individuals and families who value efficiency and peace of mind.
You're a great fit if you:
- Own assets like a home, savings, or retirement accounts (personally, not through a business or trust)
- Want to keep your estate plan simple and direct
- Prefer making straightforward decisions without multiple lawyer meetings
- Are just getting started or have uncomplicated life circumstances right now
The Simple Four-Step Process
Our streamlined process makes estate planning as straightforward as possible while maintaining the thoroughness and attention to detail you expect from experienced estate planning attorneys. Here’s how Easy as Pie Estate Planning works:
1. Make Your Investment and Join Today!
- Flat fee: $1,100 (single) / $1,800 (married)
- Optional $200 Special Needs Trust
- Get 10% off with code EasyAsPie10
2. Complete the Questionnaire
- Fill out a thorough, easy-to-follow form
- Share your situation, assets, and wishes so your documents are fully customized to your needs
3. Review Drafts
- Receive draft estate plan documents
- Review carefully
- Request edits or adjustments if needed
4. Final Signing
- Schedule one convenient meeting
- Sign with our legal team
- Estate plan complete — easy as pie
Comprehensive Document Package Included
Our streamlined process makes estate planning as straightforward as possible while maintaining the thoroughness and attention to detail you expect from experienced estate planning attorneys.
Here’s what is included in Easy as Pie Planning:
Last Will and
Testament
- Your will forms the cornerstone of your estate plan, directing how your assets should be distributed after your passing.
- For parents with minor children, we include contingent trusts within the will to ensure any inheritance is properly managed until children reach maturity.
- This document names your executor and provides clear instructions for settling your estate.
Financial Power of Attorney
- This vital document designates someone you trust to handle financial matters if you become unable to manage them yourself.
- From paying bills to managing investments, your chosen agent can step in seamlessly to protect your financial interests during incapacity.
Medical Power of Attorney and HIPAA Authorization
- Your medical power of attorney designates someone to make healthcare decisions on your behalf if you're unable to communicate.
- Paired with HIPAA authorization, your agent can access medical information to make informed decisions about your care.
Declaration of Guardian Documents
- The Declaration of Guardian in the Event of Later Incapacity helps prevent future guardianship disputes by stating your preferences while you have capacity.
- For those with minor children, this document lets you designate who should care for your children if something happens to both parents.
How it works?
Step 01: Get in Touch
To get started, fill out our online contact form to briefly tell us about your situation. Our intake coordinator will review your submission and send you the appropriate questionnaire to complete.
Step 02: Submit the Questionnaire
Once you’ve completed the questionnaire, our intake coordinator will use that information to match you with the right attorney on our team and reach out to schedule your consultation.
Step 03: Schedule a Consultation
Our intake coordinator will coordinate a free or paid consultation, depending on your situation. During this call, you’ll have the opportunity to get any initial questions answered and learn more about what the process might look like. If you choose to move forward, we’ll send along a contract and request any relevant documentation we might need from you.
Step 04: Connect With an Attorney
You’ll meet with one of our attorneys virtually or at our Austin office to discuss your situation in depth. Once we have analyzed the specifics of your case, the attorney will walk you through your legal options and their potential outcomes. From there, we’ll build a strategy and outline clear next steps.
Affordable Estate Planning Without Compromise
A simple, affordable way to protect your family’s future. Fill out our Easy as Pie questionnaire to begin your plan today.
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Need more comprehensive planning?
You can explore our full-service estate planning options here