Estate Planning, Made Clear and Simple

ClearPlan Legal makes estate planning easy and affordable. Create your will or trust with guidance from a Carolinas-based attorney through a simple three-step process and a flat-rate fee. No confusion, no surprises—just a clear path to protecting your family’s future.

3 Simple Steps to Security


ClearPlan offers a customized, 3-step, easy-to-use estate planning process—guided by experienced attorneys and tailored to your unique needs. It's the smart solution for people who want more than do-it-yourself (DIY) forms, without the cost or complexity of a premium law firm experience.

At ClearPlan Legal, your estate plan documents are never left to chance. A licensed attorney drafts and reviews your documents and answers your questions—so you can move forward with confidence, knowing it’s done right.

Virtual Consultation

You’ll meet with a Carolinas-based attorney who will guide you in choosing the plan that’s right for you and answer all your questions.

Document Preparation

A ClearPlan attorney will prepare your documents

Sign and Notarize

ClearPlan Legal will send final documents for you to review and sign