Estate planning, made legible

Plan it yourself.
Fund it confidently.
Keep your family protected.

Hearthwrit gives capable, self-directed people a clear path through estate planning — from plain-language questions to the details that help a plan hold up in real life.

Built for US families. Hearthwrit provides educational guidance, not individualized legal advice.

HFamily plan
01 / 04

Begin with what matters

Put the important things in order.

1People
2Property
3Wishes

Hearthwrit

A plan your family can follow.

The Hearthwrit approach

Estate planning is more than paperwork.

A signed document is only one part of protecting a family. Hearthwrit keeps the thinking, the choices, and the follow-through connected.

01

Start with your life

Plain-language questions help you surface the people and decisions your plan should reflect.

02

Move from draft to action

Practical instructions keep funding, retitling, and beneficiary reviews from becoming an afterthought.

03

Know when to bring in help

A clear self-directed path can include a clear handoff when your circumstances call for a professional.

How it works

A steady path from questions to confidence.

Each step is designed to make the next decision easier to see — without burying you in jargon.

  1. 01

    Answer the real-life questions

    Start with plain language about the people, property, and wishes your plan needs to account for.

  2. 02

    Choose the plan tailored to your state and needs

    Use structured guidance to identify the plan that most closely fits your situation and your state.

  3. 03

    Prepare your documents

    Work through the drafting process yourself with a clearer view of what each part is for.

  4. 04

    Follow through with confidence

    Get practical next steps for funding a trust, retitling assets, and reviewing beneficiaries.

The follow-through

Your plan should keep working after the documents are signed.

Hearthwrit brings the often-overlooked next steps into view, so “done” has a more useful meaning.

Fund the trust

See practical instructions for connecting the right assets to the trust.

Retitle what matters

Keep ownership details aligned with the plan you prepared.

Review beneficiaries

Revisit beneficiary designations as part of the bigger picture.

Check in over time

Optional three-year check-ins can help surface changes that may require updates.

Need a hand? Hearthwrit can point you toward nearby Personal Family Lawyer firms for complex needs or hands-on implementation.

Questions worth asking

Clear about what Hearthwrit is — and what it is not.

Estate planning deserves useful guidance and honest boundaries. Start here, then decide what support fits you.

A thoughtful next step

Start with a plan you can understand.

Tell us what you are trying to protect, and we will help you find the right place to begin.

Email Hearthwrit