HOW IT WORKS
Estate Planning
Made Easy.
Estate planning doesn’t have to be overwhelming. With Posterity, you get a simple, guided process that combines cutting-edge software with real legal competence.
Step 1
Join a Workshop
(Optional, but Recommended)
Start by attending one of our in-person or online workshops on Wills, Trusts, and Estates. You’ll learn how to protect your assets from probate, creditors, and unnecessary taxes. At the end of the workshop, you’ll have the option to book an appointment with Posterity Legal or a trusted local agent.
Step 2
Sign Up & Get Started
Meet with one of our estate planning specialists, who will answer your questions and guide you through the sign-up process. Once you’re ready, you’ll:
✔️ Pay a one-time retainer fee to start your estate plan.
✔️ Create your client file with a simple questionnaire.
✔️ Download the Posterity app to manage your estate plan anytime, anywhere.
Step 3
The Legal Process Begins
Our legal team takes over, guiding you through a five-step process that ensures every part of your estate plan is structured properly. This process can be completed as quickly as you gather your documents—or up to three months.
Step 4
Your Plan is Finalized
Once all documents are in place, your estate plan is complete! Your assets, family, and future are fully protected from probate, taxes, and financial predators.
After three months, a small subscription fee keeps your estate planning portal active, ensuring you can update and manage your documents as life changes.
ABOUT US
At Posterity, we believe estate planning should be simple, affordable, and legally effective. Our mission is to help families avoid probate, minimize taxes, and ensure their assets are protected.
Unlike outdated legal processes that are expensive and time-consuming, we combine cutting-edge technology with real legal competence, giving you a streamlined estate plan that actually works.
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Achieve Peace of Mind – Your legacy is protected.
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A Smart & Simple Solution– We handle the legal complexities for you.
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Trusted by Families Nationwide – With workshops across the country, we’ve helped thousands secure their future.
WHY POSTERITY?
Estate Planning Matters
If you own a home, have a bank account, or care about your family’s future, an estate plan is essential. Without one, your loved ones could face:
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Probate Court – A costly, time-consuming legal process.
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Loss of Control – Courts, not your family, decide what happens to your assets.
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Unnecessary Taxes & Fees – The IRS and creditors may take more than they should.
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Delays & Stress – Your loved ones could wait months—or even years—for access to what’s rightfully theirs.
With Posterity, you can avoid these pitfalls and ensure that your assets are protected, your wishes are honored, and your family is taken care of.
What Makes Posterity Different?
A smarter, simpler, and more secure way to protect what matters most.
Posterity Software | Online DIY Wills | Traditional Attorneys | |
|---|---|---|---|
Cost | Transparent flat fee with no hidden charges, making it affordable for most users. | Low initial cost, but lacks customization or legal review | Hourly billing can total thousands, with fees for every update |
Legal Strength | Backed by full legal team who customize and review your plan | No attorney oversight; generic templates | Effective, but often time-consuming and costly |
Process | Guided 5-step process with full support at every stage | Self-serve with little or no help | Often unclear process with long wait times |
Access & Updates | 24/7 access via secure app with unlimited updates | May not offer secure storage or easy updates | Manual updates often require new appointments and more fees |
Peace of Mind | A complete estate plan built to avoid probate, taxes, and legal pitfalls | Limited protection; may not hold up in court | Strong protection, but with more complexity and cost |
