A Tool for Living
An estate plan is more than just a will.
It is a collection of documents that work together to protect your wishes and legacy during your lifetime and beyond, ensuring that your directions are upheld if you are unable to speak for yourself and that your legacy is preserved after you’re gone.
It determines:
Who makes decisions on your behalf
Who will care for your children & pets
Where your assets & belongings go
Get started now with our free Prepare to Plan quiz.
Life changes and so should your plan.
You need a plan at every stage of life and it needs to be continuously updated through major milestones and changing preferences.
Without a plan, the court decides — leading to:
$60-$150K in legal fees & lost assets*
* Average LOSS per $1M estate due to inadequate planning.
1-2 years of probate delays on average
Family conflict
As well as the chance that your wishes and preferences might not be honored.
Planning Myths (That Might Be Holding You Back)
Myth:
Estate planning is only for the aged and affluent.
Reality:
If you're 18 or older, you need a plan. It’s about protecting yourself, your people, and your wishes—at every stage of life.
Myth:
I need an expensive lawyer to get started.
Reality:
Not necessarily. Digital tools like Mitzi make it easy, affordable, and effective to create plans for those with basic planning needs.
Myth:
Estate planning is a set-and-forget transaction.
Reality:
Estate plans require attention and care. Major milestones like marriage, kids, or buying a home are all moments to revisit and update.
Mitzi helps you plan for life.
Our platform is designed for everyone — not just the legally savvy or affluent. With the right tools and support, we know planning can be simple, empowering, and even kind of satisfying.
Mitzi will be available soon! Get started with our free Prepare to Plan quiz. You’ll get a customized checklist in minutes.