Mitzi is designed for people with everyday planning needs—especially those without complex family, tax or business considerations. If you have a large estate (over $5M), own multiple businesses, or need advanced tax planning strategies, we recommend consulting an estate planning attorney to make sure you are protected.

I’m young and healthy – do I really need an estate plan?

Yes! If you’re over 18, you need a plan. Life happens—accidents, illness, unexpected changes—and having even a basic plan ensures someone you trust can step in if needed. It's also the only way to make sure your voice is heard when you're not able to speak for yourself.

What documents does Mitzi help me create?

Mitzi helps you generate essential planning documents like a will, revocable living trust, powers of attorney (for healthcare and finances), a living will, and HIPAA release—plus extras like pet care instructions, consolidated asset summaries, and letters of wishes.

What’s the difference between a will and a trust?

A will is a legal document that outlines who should receive your assets and who should care for your children or pets after your death. Wills go through probate, a public court process that can take time and money. A trust allows your assets to skip probate and be transferred directly to the people you choose. It can also provide more control over when and how your assets are distributed (like delaying inheritance until a child turns 25). Trusts are often used alongside wills and can be especially helpful if you own property, have young children, or want privacy and efficiency.

How do I know if I need a trust?

You might benefit from a trust if you own a home or other property; have minor children and want to delay when they receive assets; want to avoid probate, saving your family time and legal costs; have blended family dynamics or more complex distribution wishes; prefer privacy, since trusts typically don’t go through public court; or want ongoing management of assets if you become incapacitated. Trusts aren’t just for the ultra-wealthy—they’re a smart planning tool for many families. Mitzi can help you decide what’s right based on your needs and life stage.

Do estate planning documents need to be state-specific?

Yes, and don’t worry, we’ve got you covered. Estate planning laws vary by state, so it’s important that your documents meet your state’s requirements. Mitzi makes sure your documents are tailored to your state of residence, so you can feel confident in your plan.

Will my estate plan affect my taxes?

For most people, estate planning has minimal tax impact. However, Mitzi focuses on helping you protect your loved ones, identify decision-makers, and avoid unnecessary court involvement—not on tax planning. If you have tax questions or concerns, particularly if your estate is large or includes complicated assets, please speak with a tax advisor.

No. Mitzi is not a law firm and does not provide legal advice. But it was thoughtfully designed by experienced estate planning attorneys to help people who don’t necessarily need one to get started. Our platform offers personalized tools, education, and plan documents to help you create a plan with confidence. If your situation is more complex, we’ll help you understand when—and how—to connect with the right legal or financial professional.

Can I update my plan later?

Absolutely. That’s one of the best parts of using Mitzi - your plan grows with you. We make it easy to update your documents when life changes, like getting married, having a baby, buying a home, or changing your mind about who’s in charge.

When will Mitzi be available?

Mitzi is currently in development. We’ll be opening up our beta to early users later this year so join our list to be the first to know and get early access!

How much does it cost?

We’re building Mitzi to be radically more affordable than traditional estate planning. Pricing will be simple, transparent, and designed to meet you where you are. Stay tuned for details and early-bird offers!

Thinking about getting started with estate planning but not sure where to begin?

Mitzi is here to make estate planning more personal, approachable, and actually doable. This FAQ answers the most common questions we get about how Mitzi works, what the quiz and checklist include, and how to know if you're ready to take the next step. Whether you’re planning for yourself, your kids, or aging parents, we’re here to help you feel clear, confident, and in control.

Estate Planning FAQs

Mitzi launched in Michigan in March 2026 and is expanding state by state. Michigan residents can get started today at app.hellomitzi.com. If you're outside Michigan, join our waitlist and we'll notify you the moment Mitzi is available near you.
Mitzi is designed for people with everyday planning needs—especially those without complex family, tax or business considerations. If you have a large estate (over $5M), own multiple businesses, or need advanced tax planning strategies, we recommend consulting an estate planning attorney to make sure you are protected.
Yes! If you’re over 18, you need a plan. Life happens—accidents, illness, unexpected changes—and having even a basic plan ensures someone you trust can step in if needed. It's also the only way to make sure your voice is heard when you're not able to speak for yourself.
Mitzi helps Michigan residents generate foundational planning documents: a Financial Power of Attorney, a Healthcare Power of Attorney (Patient Advocate Designation), and a Guardian Designation. Wills and trusts are coming soon. We'll let you know as new documents become available.
Mitzi doesn't generate wills or trusts yet (coming soon!), but they're an important part of a complete estate plan. Here's what you should know... A will is a legal document that outlines who should receive your assets and who should care for your children or pets after your death. Wills go through probate, a public court process that can take time and money.
Mitzi doesn't generate wills or trusts yet (coming soon!), but they're an important part of a complete estate plan. Here's what you should know... A trust allows your assets to skip probate and be transferred directly to the people you choose. It can also provide more control over when and how your assets are distributed (like delaying inheritance until a child turns 25). Trusts are often used alongside wills and can be especially helpful if you own property, have young children, or want privacy and efficiency.
You might benefit from a trust if you:
- Own a home or other property
- Have minor children and want to delay when they receive assets
- Want to avoid probate, saving your family time and legal costs
- Have blended family dynamics or more complex distribution wishes
- Prefer privacy, since trusts typically don’t go through public court
- Want ongoing management of assets if you become incapacitated
Trusts aren’t just for the ultra-wealthy—they’re a smart planning tool for many families. If you're considering a will or trust, consulting a licensed estate planning attorney is a great next step. Wills and trusts are coming soon to Mitzi.
Yes. Estate planning laws vary by state, and it's important that your documents meet your state's requirements. Mitzi's documents are designed specifically for Michigan residents, based on Michigan law. If you have questions about whether a document is right for your situation, consulting a licensed Michigan attorney is always a good idea.
For most people, estate planning has minimal tax impact. However, Mitzi focuses on helping you protect your loved ones, identify decision-makers, and avoid unnecessary court involvement—not on tax planning. If you have tax questions or concerns, particularly if your estate is large or includes complicated assets, please speak with a tax advisor.
No. Mitzi is not a law firm and does not provide legal advice or legal representation. Using Mitzi does not create an attorney-client relationship with Mitzi or any individual associated with Mitzi, including its founder. Mitzi's document templates were designed with estate planning experience in mind, but no attorney reviews your completed documents or assesses whether they're right for your situation. If you have questions about whether a document is right for you, we recommend consulting a licensed Michigan attorney.
Yes — Mitzi is designed to grow with you. We're actively building tools to make updating your documents easy as life changes. Right now, if you need to make a change, reach out to help@hellomitzi.com and we'll help you get it sorted.
Mitzi launched in Michigan in March 2026 and is expanding state by state. Michigan residents can get started today at app.hellomitzi.com. If you're outside Michigan, join our waitlist and we'll notify you the moment Mitzi is available near you.
We’re building Mitzi to be radically more affordable than traditional estate planning. Pricing will be simple, transparent, and designed to meet you where you are. Stay tuned for details and early-bird offers!