Our documents & coverage

Playbook Only is available nationwide. Our complete plans with legal documents are available in California, Colorado, New York, and Washington. Create an account to be notified when documents become available in your state.

Yes, in more ways than one. Your Will, Power of Attorney, and Advance Healthcare Directive are each built to your state's specific requirements, and the forms themselves differ. But what makes a document legally valid matters just as much as what it says, who needs to sign, whether you need a witness, whether it has to be notarized. We walk you through exactly what your state requires, step by step.

Yours is legally valid for the state you live in when you create it. That said, some banks and financial institutions prefer you use their own power of attorney form for accounts held with them. We recommend checking with any institution you have a relationship with to confirm their policy.

Yes. You choose the exact powers you want to grant, from banking and real estate to securities, digital assets, retirement accounts, business operations, and more. Nothing broader than what you select.

No, we only offer durable, effective immediately. We believe that gives families the most protection when it matters. If you think a springing POA is the better fit for your situation, we can connect you with an estate attorney to weigh your options.

Update them anytime, free with your membership. Add a child, change an address, name a new agent, whatever’s different. Dandie notices what’s changed in your life and nudges you before it matters.

Yes, you can name a charity as a beneficiary.

Yes, you can specify in two ways. 1) Choose staged ages (25/30/35 or 30/35/40), or 2) set one age that you pick.