Bypass Probate provides guided online estate planning designed to help individuals and families document their wishes and prepare for the future. Its done-with-you approach combines an online process with a personal consultation and support from an estate planning specialist, helping clients understand their options and complete a plan with greater confidence. The service offers two plans: a Will Plan with a last will and testament, power of attorney, healthcare directive, and guardian designation; and a Complete Trust Plan, which includes those essentials along with a living trust, trust transfer guidance, and a complete document package.

The plans are intended to help families organize important documents, clarify financial and healthcare decisions, protect minor children, and reduce uncertainty, including potential probate delays. Customers can choose payment options, and the consultation typically takes about 45 to 60 minutes. Bypass Probate emphasizes clear guidance, easy-to-answer questions, and professional support throughout the process.

The organization reports that it has created more than 50,000 trust plans and has provided guidance since 2021