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About Todd
What does Todd, Inc. do?
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Todd, Inc. makes it super easy for anyone to plan for their future, like making a Will or setting up a Trust. We help you keep everything up to date so your family knows what to do when they need to.
Why should I use Todd, Inc for my estate planning
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Just like popular tax filing software, we make estate planning simple. We guide you through gathering all the important info you need and make sure it stays current.
How does Todd, Inc. keep my estate plan up-to-date?
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We check in with you periodically to see if anything's changed. We also use smart technology and then proactively verify updates with you to keep things current without you having to do much.
How does Todd, Inc. ensure my legal documents are both
affordable and legally sound?
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At Todd, Inc., we use cutting-edge technology to gather essential information, then we partner with vetted attorneys to develop your personalized plan— not just filling in the blanks like some other services. This means you get documents tailored to you, at a lower cost, but still strong enough to stand up in court and during probate. No cookie-cutter templates here! Our approach ensures your documents reflect your unique situation and will be respected by legal professionals.
Getting Started
What do I need to get started with Todd, Inc.?
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Just some basic personal information to begin. We'll help you figure out the rest as you go along.
Can Todd, Inc. help me if I don't know much about estate planning?
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Yes! We're perfect for beginners. We'll walk you through everything and explain it in a way that's easy to understand.
How long does it take to set up an estate plan with Todd, Inc.?
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It depends on how complex your needs are, but our process is designed to be quick and easy, guiding you through each step.
Is Todd, Inc. hard to use?
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Not at all! We use AI to make collecting and organizing your info really easy. It's a step-by-step process, kind of like answering simple questions.
What if I have a financial advisor or estate attorney?
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Great! Todd, Inc. can work with them by providing the most current information about your estate plan, making their job easier and your plan more effective.
What kind of documents can I create with Todd, Inc.?
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You can create all the key documents for estate planning, like Wills, Trusts, and POAs, tailored to your needs.
Why is estate planning important?
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Estate planning makes sure that what you own goes to the people you care about in the way you want, and it can make things much easier for your family in tough times.
Plans & Pricing
How much does Todd, Inc. cost?
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We offer different plans based on your needs. Go
here
for specific pricing.
What happens if I change my mind about something in my plan?
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You can update your plan anytime. We're here to make sure your current wishes are always reflected in your documents.
What if I already have a Will or Trust? Can Todd, Inc. help me update it?
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Right now, Todd, Inc. is focused on helping people create new estate plans from scratch. If you already have a Will or Trust, hang tight! We're working on a feature that will let you upload and update your existing plans with us. We expect to roll this out soon, making it easy for everyone to keep their estate plans up-to-date, no matter where they started.
Can Todd, Inc. help with other information like bills, passwords, and funeral wishes?
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At Todd, Inc., we believe estate planning is about more than just legal documents; it's a comprehensive approach to preparing for the future. This means not only creating a Will or Trust but also organizing all the details your loved ones will need to settle your affairs. From bills and passwords to funeral wishes and preserving precious memories, we help you capture everything that matters. It's our philosophy that a complete estate plan eases the burden on your family, ensuring they have all they need during a difficult time.
I live outside the US, can Todd, Inc. support my needs?
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Unfortunately, Todd, Inc. is only available to US citizens living within the US at this time.
Security
Is my personal information safe with Todd, Inc.?
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Absolutely. Keeping your information secure is our top priority. We use AES 256-bit encryption, which is bank-level security to make sure everything is safe and private.
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