CorePlus Estate Planning – Digital Estate Planning Made Easy

An estate plan is a collection of legal documents that outline how your assets should be managed and distributed if you become incapacitated or pass away. It ensures your wishes are clearly communicated and legally protected, helping to ease the burden on your loved ones during difficult times.

A typical estate plan may include:

A Will or Trust – Specifies how your assets should be distributed

Durable Power of Attorney – Appoints someone to handle your financial matters if you’re unable to do so

Healthcare Power of Attorney – Designates someone to make medical decisions on your behalf

Guardianship Designation – Names a guardian for your minor children, if applicable

Final Wishes – Outlines your preferences for funeral arrangements and memorials

Additional Elements – May include life insurance policies, digital asset instructions, or charitable giving plans

An estate plan is about more than just distributing property—it’s about ensuring your voice is heard when it matters most.

Estate planning is about making sure your wishes are known and honored—both in life and after. If you pass away or become incapacitated without a plan in place, your assets will be managed and distributed according to your state’s laws. Unfortunately, that process may not reflect your personal wishes and could create unnecessary stress, delays, and financial strain for your loved ones.

Having an estate plan allows you to:

Ensure your assets go to the people or causes you care about

Appoint trusted individuals to make important decisions on your behalf if needed

Minimize confusion, conflict, and potential legal hurdles for your family

Provide clear guidance during emotionally difficult times

It’s not just about what you leave behind—it’s about protecting the people and values that matter most to you.

It’s a common misconception that estate planning is only necessary for the wealthy or those with large properties and significant assets. In reality, estate planning is important for everyone—regardless of income or asset size.

Your “estate” includes everything you own: your home, car, bank accounts, personal belongings, digital assets, and even pets. Without a plan in place, the decisions about how those assets are distributed—and who will make important decisions on your behalf—are left up to state law, which may not reflect your wishes.

Creating an estate plan gives you control, clarity, and peace of mind—ensuring that your intentions are honored and your loved ones are supported.

If you have a complex financial situation or significant assets and holdings, consulting with an estate planning attorney is a smart and recommended step to ensure all aspects of your estate are handled properly.

However, for individuals with a more straightforward asset structure, a self-guided digital solution like One Digital Trust (ODT) can be an effective and efficient way to create a legally valid estate plan. It’s designed to meet the needs of most Americans, offering a convenient and affordable way to manage your essential planning documents.

Not at all. The platform is designed to be user-friendly and intuitive, guiding you step-by-step through the process. Whether you’re comfortable with technology or not, you’ll find it easy to navigate and complete your estate planning at your own pace.

What you can create and store with the tool:
You’ll have the ability to create and securely store a wide range of essential estate planning documents, including:

Last Will and Testament

Living Will

Power of Attorney

Pet Trust and Care Instructions

Guardianship Directions

Final Instructions

Instructions for Property Distribution

And much more

All of your documents can be stored safely in a secure digital document vault, making them easily accessible whenever you need them.

Additional features include:

Estate Snapshot – Gain a clear overview of your current financial picture, including your assets and liabilities

Document Storage – Securely store and organize important materials such as:

Title and Deeds

Insurance Policies

Pet Trusts

Other Key Legal Documents

Stay in control of your future.
Track how your assets will be distributed and keep a detailed inventory of the personal items you’ve accumulated over time—ensuring your wishes are clearly documented and easy to access.

Creation of your estate planning documents, including:

Last will and testament ● Living will ● Power of attorney ● Pet trust and instructions ● Guardianship directions

Final instructions ● Instructions for property distribution and much more

Storage of your documents in a secure Digital document vault

Estate plan documents you created  ● Title and deeds ● Insurance policies ● Pet trust and instructions

Accessing your Estate Snapshot

Know where you stand at any given point with respect to your assets and liabilities; how they will be distributed; as well as a list of all those personal items that have been accumulated

Many customers create their essential estate planning documents—such as a living will—within the first year of subscribing. The benefit of continuing your subscription beyond the first year is the flexibility to update your estate plan as life evolves, ensuring it reflects important changes and milestones for you and your family.

That said, if you feel your needs were fully met during the first year and you don’t anticipate needing updates, you’re welcome to cancel your subscription before the renewal period with no obligation.