Choose the Level of Guidance That’s Right for You

Self-Guided

Use Clear Path’s education, questionnaire, attorney-designed documents, and completion instructions to create your plan at your own pace.

Attorney-Guided

Get the Clear Path process plus individualized guidance from an Arizona attorney who can answer legal questions, review your circumstances and planning choices, and help determine whether changes or additional planning are appropriate.

Not sure which level you need? Start self-guided.

If you later decide you need attorney guidance, 100% of what you paid for your self-guided plan can be applied toward the attorney-guided plan. You simply pay the difference.

If the self-guided documents are not right for your situation and you do not want to move forward with attorney-guided service, you may request a full refund within 30 days of purchase.

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