Attorney-prepared documents. Online convenience. Fixed, transparent pricing. No office visits required.
Doing it yourself online is risky — you're preparing complex legal documents without any professional guidance. Hiring a traditional attorney can be expensive, slow, and inconvenient. Plan in Place combines the best of both.
From questionnaire to signed documents, the whole process typically takes less than two weeks — and most of that time is waiting for signatures, not attorneys.
Answer questions about your family, assets, and wishes. Takes about 10 minutes. Designed for real people, not lawyers.
Within 24 hours, your attorney reviews your answers, confirms the plan's direction, and prepares all your documents.
We send your documents with clear, step-by-step signing instructions. Read everything over — if anything looks off, we fix it.
Follow the post-signing instructions, update your beneficiary designations, and you're done. Plan in place.
Fixed flat fees. No hourly billing. No surprises. Trust included.
Refer a client to Plan in Place and you stay in the loop from questionnaire to signed documents — including the beneficiary designation and titling instructions you need to do your job.
No software fees. No liability. No lost clients. Just a plan — prepared by attorneys, coordinated with you.
Start the Conversation →An estate plan is a set of legal documents that determine what happens to your money, property, and children if you die or become incapacitated. If you have kids, a home, retirement accounts, or anyone who depends on you — yes, you need one.
A will alone often means probate — a public, court-supervised process that can take months and cost money. A trust lets your assets pass privately and immediately. We'll recommend the right approach based on your questionnaire answers.
LegalZoom gives you forms to fill out yourself. Plan in Place gives you documents prepared by an attorney who has reviewed your specific situation and confirmed the plan makes sense for you. It's the difference between WebMD and a doctor.
The questionnaire is designed to identify complexity. If your situation needs more attention than Plan in Place is built for, we'll tell you — and Pappas Gibson offers traditional estate planning services for more complex needs.
No. The entire process happens online and by mail. If you want an in-person meeting, we're happy to arrange one — but it's never required.
The questionnaire takes about 10 minutes. We respond within 24 hours. Documents are ready within 3 business days of your approval. Most clients have a complete, signed estate plan within two weeks.
Answer a few questions about your family and your wishes. We'll take it from there.
Start the Questionnaire →Legal services provided by Pappas Gibson LLC · Ohio only
