Attorney-designed plans, customized by you.
Do you need a Will Plan or a Trust Plan? Just for you or for you and your partner?
Compare the options or take our quick quiz to help you pick the best plan.
Your complete plan to protect and transfer your assets. A Revocable Living Trust prevents your loved ones from losing time and money in probate court.
- Revocable Living Trust
- Pour Over Will
- HIPAA Authorization
- Living Will
- Power of Attorney
- Schedule of Assets
- Certification of Trust
- Goes into effect while you're living
You get the staples of an Estate Plan to specify guardianship, health care wishes and final arrangements. State-specific and customized to your wishes.
- Last Will & Testament
- HIPAA Authorization
- Living Will
- Power of Attorney
Trusts & Wills Explained
Pick the Right Plan
Not quite sure? We can help with that.
Answer a few questions and we’ll suggest a plan to fit your unique needs.
Do you have kids under 18?
Why are we asking this?
If you have minor children, a Will is essential for naming legal guardians. The number of children and their ages also impact how Trusts and inheritances are structured. Additionally, a Trust ensures your family will not have to go through the lengthy, expensive, and stressful probate court process after you're gone.
Compare Plans
Documents For:
| Feature | The Trust Plan $499 |
|---|---|
Price | $499 |
Plan Overview | The Trust Plan is the most comprehensive way to seamlessly pass down your assets without probate court, keep your estate private, and secure the future. |
DocumentsAn individual estate plan will include documents for you. A couples plan will include documents for you and your partner. |
|
Benefits | |
Nominate guardians for children | |
Nominate guardians for pets | |
Decide who will handle your affairs | |
Leave specific gifts | |
Exclude people from your property | |
Specify final arrangements | |
Write requests & instructions | |
List healthcare wishes | |
Designate healthcare agents | |
Grant access to medical records | |
Effective during your lifetime | |
Prevent probate court | |
Keep estate information private | |
Add conditions to distributions | |
Manage assets if incapacitated | |
Give faster access to assets | |
Reduce risk of legal dispute | |
Membership AI-powered answers, a secure Digital Vault for important documents, and one free documents shipment per year. | $49/year |
Support Customer Support Available Mon–Fri to answer questions and resolve any issues with trustandwill.com. | Included |
Attorney Support Work directly with a licensed estate planning attorney for professional guidance. | +$299 |
| Start Your Trust |
Documents For: | The Trust Plan $499 | The Will Plan $199 |
|---|---|---|
Price | $499 | $199 |
Plan Overview | The Trust Plan is the most comprehensive way to seamlessly pass down your assets without probate court, keep your estate private, and secure the future. | The Will Plan covers the basics. It appoints guardians for your kids and pets, specifies your healthcare wishes, and determines who gets what after you're gone. |
DocumentsAn individual estate plan will include documents for you. A couples plan will include documents for you and your partner. |
|
|
Benefits | ||
Nominate guardians for children | ||
Nominate guardians for pets | ||
Decide who will handle your affairs | ||
Leave specific gifts | ||
Exclude people from your property | ||
Specify final arrangements | ||
Write requests & instructions | ||
List healthcare wishes | ||
Designate healthcare agents | ||
Grant access to medical records | ||
Effective during your lifetime | ||
Prevent probate court | ||
Keep estate information private | ||
Add conditions to distributions | ||
Manage assets if incapacitated | ||
Give faster access to assets | ||
Reduce risk of legal dispute | ||
Membership AI-powered answers, a secure Digital Vault for important documents, and one free documents shipment per year. | $49/year | $49/year |
Support Customer Support Available Mon–Fri to answer questions and resolve any issues with trustandwill.com. | Included | Included |
Attorney Support Work directly with a licensed estate planning attorney for professional guidance. | +$299 | +$299 |
| Start Your Trust | Start Your Will |
