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 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.

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.

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. Mitzi can help you decide what’s right based on your needs and life stage.

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.

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 plandocuments 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.

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.

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!

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!