Trust-Based Estate Plan
$399 per individual, or $499 for couples
The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan. Includes customized and state-specific estate planning documents to elect guardians for your dependents, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.
HOW IT WORKS
It’s the smart, modern way to create, manage, & update your Trust.
Answer a few simple questions.
Create your Trust-Based Estate Plan by deciding what's right for you & your family with options customized to your specific needs.
Instantly download or ship your documents.
Instantly download your documents or request a complimentary shipment of your Trust - included with your initial purchase.
Sign & notarize at your convenience.
In order for your documents to be legally binding, they must be signed and notarized. Don’t worry, we’re here to help.
Fund your Trust.
Assets you transfer to your Trust will fall under the specific protections and provisons you’ve outlined. We’ll provide a handy guide to walk you though everything you’ll need to do. We’re here to help.
Avoid probate court and pass assets seamlessly to your loved ones.
One of the key benefits of creating a Trust is that your loved ones will avoid the often long and complicated process of probate court. When you transfer your assets to your Trust, you still own everything in it while you are alive, but they go directly to who you want, when you pass.
Make sure things are handled how you want.
Creating a Trust-Based Estate Plan ensures your children, pets, assets, final arrangements, and health care wishes handled are exactly how you want.
Documents that are built by attorneys & customized by you.
The most trusted name in online estate planning.
We’re proud to be the category leader in estate planning on Trustpilot. Don’t take our word for it, check out what our members have to say about us.
Your dedicated support team.
Questions about your plan? Don’t rely on googling or guesswork - your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.
- Monday-Friday 8am-5pm PT
- Saturday 9am-1pm PT
- Sunday 7am-2pm PT
Get 1 year of unlimited support from a licensed estate planning attorney.
Unlimited calls, ultimate support. Add 1 year of attorney support to your Trust for just $200.Learn More
Line-by-line Document Review
Review your decisions, inputs, and details and discuss any consequences or questions you have.
Trust Funding Support & Guidance
Step-by-step instructions and advice on moving each type of asset into your Trust.
Legal Estate Planning Advice
Answer and advise on what is best for your unique situation year-round.
Discuss Tax Implications
Better understand the tax consequences and benefits of setting up your Trust.
Get started today.
Your documents will be shipped straight to your door, for free.