What's Included How It Works Why It Matters Questions Begin Your Plan

Ownly ONCE · A Plan You Can Trust

Protect everyone you love, and everything you've built.

One accident, one illness, one unexpected day — and the people who count on you are left with questions no one prepared them to answer. A complete family estate plan gives them clarity instead of chaos, and gives you peace of mind today.

A living trust and estate plan resting on a desk, with a family looking out over a lake Trust · Will · POA · Directive · HIPAA
Guided, plain-English process 2 hours of paralegal assistance included Private & secure Helps your family avoid probate

Watch first

See how the plan protects your family.

A short overview of what's included and why it matters — in plain English.

Why this matters

A plan is incomplete when no one knows what happens next.

You work hard, raise your family, build a little savings, maybe buy a home. But without the right documents in place, the people you love can be handed probate, delay, cost, and decisions they were never prepared to make — at the worst possible moment. The purpose of a plan is simple: to answer the questions before a crisis ever asks them.

Who steps in and makes decisions if you can't?

Where does your money go — and how quickly?

What happens to the home, the accounts, the kids?

A family sheltered together under an umbrella, with their home and family photos beside an estate plan

What's included

Everything most families need — thoughtfully prepared, in one plan.

This isn't a single form. It's the full set of documents that work together to protect your wishes, your home, and the people who depend on you — prepared in plain English, with two hours of paralegal assistance included to guide you through every step.

Revocable Living Trust

Keeps your estate private, out of probate, and under your control while you're living — and carries out your wishes after.

Pour-Over Will

Names guardians for your children and directs anything not already placed in your trust.

Financial Power of Attorney

Lets someone you trust handle money matters if you're ever unable to act for yourself.

Healthcare Directive & POA

Documents your medical wishes and names who speaks for you in a health crisis.

🔒

HIPAA Authorization

Lets the people you choose access the medical information they need to help you.

2 Hours of Paralegal Assistance

Real, guided, plain-English help moving through your documents — included, not extra.

A couple reviewing their will and power of attorney with an advisor at their kitchen table

The heart of the plan

A living trust puts you in control — quietly, privately, and for good.

Most families don't realize how much delay, cost, and exposure a missing document can create. A trust-centered plan changes that.

Avoids probateYour family is spared the public court process, the waiting, and the expense.
Keeps your affairs privateWhat you've built stays between you and the people you choose — not the public record.
Names the right peopleYou decide who makes decisions, when, and how — before anyone else has to guess.

How it works

Three unhurried steps to a protected family.

01

Start the conversation

Complete a short, plain-English questionnaire. No Social Security numbers or account numbers needed to begin.

02

Prepared with guidance

Your documents are prepared for you, with two hours of paralegal assistance included to walk you through it.

03

Sign & rest easy

Review, sign, and store your plan. Your family, your home, and your wishes are protected.

Who it's for

If people count on you, this was built for you.

You don't need a large estate to need a plan. If you have a home, children, savings, or people who depend on you, this is how you make sure everything you've worked for is handled the way you intend.

FamiliesParentsHomeowners New HomebuyersReal Estate ClientsBusiness Owners Anyone getting organized

Why families trust Ownly ONCE

Done properly, with real people beside you.

Guided, not DIY

Two hours of paralegal assistance are included — real help, not a form left on your screen.

Plain English

No legal maze. Every step is written to be understood by the family it protects.

Private & secure

Your information is handled securely, and no sensitive account numbers are needed to start.

A complete plan

Trust, will, powers of attorney, directive, and HIPAA — working together, not in pieces.

Guided by David Ivery, Ownly ONCE CFEI · AICC · PFSA · Five-time author

The complete family plan

One plan. Everything your family needs.

A living trust at its center — a plan you can Trust.

Living TrustPour-Over WillFinancial POAHealthcare Directive & POAHIPAA2 hrs Paralegal Assistance

Attorney-drafted plans often run $2,500–$5,000+

$2,200

Complete package · paralegal assistance included

Begin your plan
Questions before you start? Call 941-277-9876 →

Questions

What families ask before they protect what matters.

Is this legal advice? +

No. Ownly ONCE LLC is not a law firm and does not provide legal advice. This is a guided document-preparation plan with paralegal assistance. Families with complex legal, tax, Medicaid, special-needs, blended-family, or high-net-worth situations should consult a qualified attorney.

Do I need a large estate for this to matter? +

No. If you have a home, children, savings, or people who depend on you, a trust and its supporting documents help make sure your decisions and assets are handled the way you want — with far less delay and cost for your family.

What exactly is included? +

A revocable living trust, pour-over will with guardianship, financial and healthcare powers of attorney, a healthcare directive, and HIPAA authorization — plus two hours of paralegal assistance to guide you through it.

Is my information secure? +

Yes. Your information and documents are handled securely, and you don't need to enter sensitive account numbers just to start the planning conversation.

Can it help transfer my home? +

Yes — a Quit Claim Deed option is available for property-transfer situations, and we can point you to the right next step during a sit-down.

What if I'm not sure it's right for me? +

Book a no-pressure sit-down. We'll help you understand whether the full plan, a single document, or a different next step fits your family.

Peace of mind starts with a decision

Give your family the plan they deserve.

You don't have to know which document you need before you start. Tell us what you're trying to protect, and we'll help you take the right next step.

Ownly ONCE LLC is not a law firm and does not provide legal advice. This is a document-preparation and estate-planning document access path with paralegal assistance. Pricing, support hours, provider terms, eligibility, and availability may change. Clients with complex legal, tax, Medicaid, asset-protection, special-needs, blended-family, or high-net-worth situations should consult a qualified attorney before relying on any document package.