DocuPlan

At DocuPlan we get it. Who wants to think about and especially plan for death or incapacitation? 😬 We make getting your affairs in order fast and easy, saving you $1,000 in legal and estate planning bills along the way. Our proprietary AI tools are the procrastinators dream come true.

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Estate Planning
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Skip the endless "what to do when someone dies" Google searches and generic checklists.

Instead, spend a 10-20 minutes with DocuPlan to get a step-by-step action plan customized to your specific situation.

Whether you’re planning ahead or picking up the pieces—we’ll help you protect your family's future with a plan tailored to your unique situation.


- Click 'Sign up' to claim your no-obligation estate planning scorecard

A platform leveraging AI to analyze market trends and provide personalized strategies for businesses to increase their customer base and revenue.

After Loss Checklist Creator v2

Complete this 10-minute assessment for your personalized estate checklist

Your answers help our AI create a custom task list tailored to your situation. All information is secure and private. Not sure about some answers? No problem—our system works with partial information. Your personalized checklist will be emailed directly to you with no sales calls or pressure.

After Loss Task List

Chat with us below to build your after loss task list, customized to your specific situation.

After Loss Checklist Creator v1

How to assemble the right docs and questions for your estate planner.

Most people walk into their first estate planning meeting unsure of what to ask or what decisions need to be made—this form changes that. In just 10 minutes, you’ll go from “I don’t know what I don’t know” to confidently prepared with the right questions, priorities, and next steps already in hand.

Estate Planning Prep

Curious to get an idea of costs involved in estate planning? We can help.

Estate Planning Costs

Don't leave your beloved pets' futures to chance—our Pet Planning Checklist ensures your animals will be cared for exactly as you wish when you're no longer able to. Discover how to create a bulletproof plan that protects your furry family members from shelter surrenders and gives you immediate peace of mind.

Pet Planning Checklist

Do You Need a Trust?

Want to scrub your info from the internet? We can help.

Remove Personal Info

Complete this 10-minute assessment intended to guide family members, executors, or trusted individuals through critical information and step-by-step tasks in the event of your incapacitation or death.

This is intended to form the framework of your emergency response documentation, you'll fill in the important details later!

In Case of Emergency

At the end of this interview, you'll have documentation you can share with loved ones to help direct them in the case of unexpected incapacitation or death.

ICE Interview

Ask an Estate Planner

Most families think they'll handle estate planning smoothly until they hit unexpected conflicts - like discovering your siblings have very different ideas about 'fair' inheritance, or realizing your parents never told anyone their actual wishes about medical decisions or who they trust to handle their affairs. What assumptions is your family making about estate planning that might not match everyone else's expectations?

Feel free to upload files and use voice to speak.

Family Conversations

Risk Quiz

Use this tool to get answers to the top questions asked of estate planners.

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New Tier

$99 one time fee grants access to "Ask an Estate Planner" and "Tough Family Conversations" tools. If you've purchased DocuPlan Pro, you receive these tools free of charge.

DocuPlan Pro

$99 one time fee unlocks DocuPlan's entire AI library with over a dozen different tools to save you time and money.

Estate Planning made Simple

At DocuPlan we get it. Who wants to think about and especially plan for death or incapacitation? 😬 We make getting your affairs in order fast and easy, saving you $1,000 in legal and estate planning bills along the way. Our proprietary AI tools are the procrastinators dream come true.

Watch the Getting Started Videos