The TODI Plan

A Simple, Cost-Effective Way to Leave Assets to Your Beneficiaries

If your goal is straightforward — to leave your assets directly to the people you choose — The TODI Plan is designed to give you a clear, efficient estate planning solution without unnecessary complexity.

This plan is ideal for individuals and couples who want a simple estate plan that allows assets to transfer directly to adult beneficiaries while keeping the process affordable and easy to understand.

What Is the TODI Plan?

The TODI Plan includes a Transfer on Death Instrument and Powers of Attorney.

This plan is designed for clients with adult beneficiaries who simply want their assets to pass outright to those beneficiaries without adding complex trust structures or long-term distribution controls.

The TODI Plan focuses on simplicity, efficiency, and clarity, making it a great option for:

• Individuals with adult children
• Clients with straightforward estate planning goals
• Those looking for an affordable estate planning solution
• Anyone who wants a simple way to transfer assets directly

If you do not need advanced planning or ongoing control over distributions, this option provides a clean and effective solution.

How the TODI Plan Works

The process is designed to be simple and convenient.

Clients begin by filling out an online questionnaire that helps us gather the information needed to prepare the documents included in the plan.

Once your documents are ready, you will review and sign them during a Zoom meeting.

Our team helps ensure everything is properly prepared so your wishes are clearly documented and your assets can transfer according to your plan.

What’s Included

All estate planning packages — including The TODI Plan — come with:

• An initial consultation to determine the best plan for your needs
• A Transfer on Death Instrument
• Powers of Attorney
• Unlimited revisions to your drafts
• A document signing appointment completed over Zoom
• Electronic copies of your completed documents
• One year of free revisions after completion

You’ll have guidance throughout the process — not just a set of documents.

Pricing

Is the TODI Plan Right for You?

This plan may be a good fit if:

• You want to leave assets outright to specific beneficiaries
• Your beneficiaries are adults
• Your estate planning goals are simple and straightforward
• You are looking for an affordable option
• You do not need complex trust planning or long-term asset control

If your situation involves young children, blended families, special planning concerns, or more advanced asset protection goals, another package may be a better fit — and we can help you determine that during your consultation.

Start With a Free Consultation

Choosing the right estate plan doesn’t have to be overwhelming.

Schedule your free 15-minute consultation and we’ll help you determine whether The TODI Plan is the right fit for your goals, family, and future planning needs.