Quickly and easily create professional, customized,
specific estate planning documents for your clients.

Includes Last Will, Living Revocable Trust, Health Care and Financial Powers of Attorney
Why MyCarePlan™
Why MyCare Plan™?

Why MyCare Plan™?

Having essential estate planning documents in place shows your family that you care enough to plan for them. When you put time, thought and effort into planning your affairs it sends a powerful message to your loved ones.

MyCare Plan is a comprehensive, affordable, easy to use package with the essential documents you need. No additional add-ons or fees are required. Simply answer a few questions online, and we'll take care of the rest.

  • Developed by attorneys

  • Fast, easy and affordable package includes Last Will, Living Trust, Health Care and Financial Powers of Attorney

  • Endorsed and utilized by credit unions and community banks

  • Superior, unlimited service

  • Full legal documents sent directly to your doorstep for signing and notarizing

  • Rated “A” by the Better Business Bureau

It’s Easy!

  • Complete our easy online questionnaire.

  • Our MyCare Plan staff will check your answers for spelling, grammar and consistency, and call you directly if any additional information is needed. Your customized MyCare Plan documents are then prepared within one to two business days.

  • Your documents will be shipped to you in a customized MyCare Plan storage binder.

  • Sign and notarize your Last Will and Power of Attorney documents as indicated in your instructions. Follow our easy guidelines to validate and fund your Living Trust.

  • Store your MyCare Plan documents in a secure location. Keep the original copy of your last will in safe place. Copies should be given to appropriate family members and to the person you named as your executor.

  • Keep your MyCare Plan documents up-to-date. Updating your last will is extremely important, especially after significant life events such as marriage or the birth of children. Make sure to review your documents regularly and notify MyCare Plan when any changes are needed.

Why MyCare Plan™?
No add-ons. No suprises.
Everything you need in one comprehensive package.
Update as your needs change
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