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.
Set up a Trust.
Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court.
You’ll create customized and state-specific documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency. Includes the documents below.
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
A listing of assets that you hold in the Trust are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
Provide this document to third parties in place of a copy of the Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
Authorizes trusted individuals to receive your protected health information for specified purposes.
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Write a Will.
Cover the basics, like who will be responsible for your children and what should happen to your assets after you’re gone.
You’ll get the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes. Includes the documents below.
Your final wishes for your possessions, dependents, and arrangements.
Authorizes trusted individuals to receive your protected health information for specified purposes.
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
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.
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:
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.
Documents
An individual estate plan will include documents for you.
A couples plan will include documents for you and your partner.
- Last will and testament
- HIPAA authorization
- Living will
- Power of attorney
- Trust funding guide
- Certification of trust
- Revocable living trust
- Schedule of assets
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
Update your estate plan anytime. Share what you want with the people you trust. See the big picture.
First 30 Days
Included
After 30 days
$39/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
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.
Documents
An individual estate plan will include documents for you.
A couples plan will include documents for you and your partner.
- Last will and testament
- HIPAA authorization
- Living will
- Power of attorney
- Trust funding guide
- Certification of trust
- Revocable living trust
- Schedule of assets
- Last will and testament
- HIPAA authorization
- Living will
- Power of attorney
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
Update your estate plan anytime. Share what you want with the people you trust. See the big picture.
First 30 Days
Included
Included
After 30 days
$39/year
$19/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