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Important Notice

We regret to inform you of the decision to end the operations of Helios Integrated Planning (HIP) effective 11/15/21 at 5:00 pm PST. While we strove to create an online document generation platform, a combination of factors challenged HIP’s business model and led to this difficult decision.

All estate plans that already have been submitted will be completed within the next week. Any unused credits on your account will be refunded. Please make a request for refund by emailing [email protected] and our team will confirm how you would like the refund sent to you. Our system will remain open for you to access and download your documents/data through the end of 2021.

It has been an honor and privilege to serve you and we wish you and your practice the best going forward.

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