Five Estate Planning Documents. One Conversation. Every Field Populated.

The Legacy Document — What No Attorney Will Ever Write for You

A legal will distributes what you owned. A Legacy Document preserves who you were.

Your life story. The values you lived by. Your messages to your children, your grandchildren, your spouse. The wisdom you want to pass down. The things you never quite found the right moment to say.

This is the document people cry over. The one that gets framed. The one that gets read aloud at family gatherings decades after you are gone.

No attorney writes this for you. No form captures it. Only Vera — through a warm, unhurried conversation — can draw it out.

Revocable Living Trust — Avoid Probate Without an Attorney

A revocable living trust is the most powerful tool in estate planning for most families — and the most commonly skipped because of cost and complexity.

With a trust, your assets transfer directly to your beneficiaries when you pass. No probate court. No 16-month wait. No public record. No attorney fees to distribute what you built.

VoiceWill™ generates a complete trust agreement — including Schedule A (your asset list), trustee succession, beneficiary distribution, spendthrift provisions, and a pour-over will note. Requires attorney review and funding to become legally effective.

Durable Power of Attorney — Protect Your Finances If You Become Incapacitated

If you become incapacitated — physically or mentally — who has the legal authority to pay your bills, manage your accounts, file your taxes, and handle your affairs?

Without a Durable Power of Attorney, your family may need a court-ordered conservatorship — an expensive, time-consuming process — just to access your bank account.

VoiceWill™ generates a complete Durable POA specifying exactly which financial powers your agent holds, whether it takes effect immediately or only upon incapacity, and whether a separate healthcare agent is needed.