The Estate Planning Toolkit is an easy-to-use, subscription-based digital service managed by our partner, TruStage. It guides you step-by-step through creating legally valid estate planning documents—including a last will and testament, power of attorney, living will, and more.

This online toolkit also helps you view your overall financial picture, organize inheritance plans for loved ones, and securely store essential documents.

Beyond financial planning, the Toolkit’s Life Stories feature helps you preserve meaningful parts of your legacy. You can upload photos, videos, memories, recipes, family traditions, and personal messages—creating a digital keepsake for future generations.

About 76% of Americans don’t have a will. Without one, family members may face the stress and difficulty of managing your estate without clear instructions or legal protection.

One of the biggest barriers to estate planning is cost and complexity. The Sandia Area Estate Planning Toolkit removes both obstacles by offering a convenient, step-by-step digital solution at an affordable price.

Yes. All documents generated through the Toolkit are reviewed by a national network of independent attorneys to ensure they meet legal requirements for each state. They are approved for use in all 50 states plus Washington, DC.

This attorney network continually monitors changes in laws and statutes to keep documents up-to-date and legally compliant

Anyone 18 years or older can sign up and use the Estate Planning Toolkit.

Yes! After purchasing the Toolkit for $199, you can make unlimited changes to your documents during your first year. If you’d like the ability to update or edit them in the future, you can keep your subscription active for $36 per year after the first year.

From start to finish, you can expect to spend about 20–30 minutes per document.

Yes! Each estate planning task is divided into short, manageable 5–7 minute sections. You can save your progress at any time and pick up right where you left off whenever it’s convenient for you.

No. The digital estate planning toolkit is designed to be simple and intuitive. Just enter your information and follow the step-by-step prompts on your screen. No advanced technical skills are required — if you can use a basic computer or mobile device, you’ll be good to go.

Nothing about your completed documents changes. Once you finish creating them, you can download and store them safely on your own. The only difference is that you won’t be able to return to the Estate Planning Toolkit to edit or update those documents unless you choose to keep your subscription active.

Yes. The Estate Planning Toolkit includes space for meaningful personal details—photos, videos, recipes, messages, and more—that you may want to pass on to loved ones. You can also outline your wishes for funeral arrangements, personal belongings, and other non-financial aspects of your legacy.

Yes. The Estate Planning Toolkit uses secure, digital vault storage to protect all personal and financial information. This includes both the documents you create within the Toolkit and any files you choose to upload and store. Only you control access to your stored information.

Some people may feel that estate planning is something that only applies to the wealthy or if there are large properties or expensive assets in involved. The reality is that everyone can benefit from having an estate plan. No matter the size of your estate, if you don’t have an estate plan, the decisions around how your assets are distributed are determined by the state in which you reside.

Creation of your estate planning documents, including:

• Last will and testament
• Living will
• Power of attorney
• Pet trust and instructions
• Guardianship directions
• Final instructions
• Instructions for property distribution and much more

Storage of your documents in a secure Digital document vault:

• Estate plan documents you created
• Title and deeds
• Insurance policies
• Pet trust and instructions

Accessing your Estate Snapshot:

Know where you stand at any given point with respect to your assets and liabilities, how they will be distributed, and a list of all those personal items that have been accumulated.