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Plan for how you want to be cared for.

Customized Health Care Documents for $199, or $299 for couples

Life changes, so should your Health Care Documents.

Your Health Care Documents are something you should have direct access to and be able to update anytime. It shouldn’t require an appointment and a high hourly rate to make updates. Get unlimited access and updates with our Unlimited Update Service.

FIRST YEAR INCLUDED, $19/YEAR THEREAFTER

Unlimited access & updates to your documents

As life changes make sure your plan does, too. With Trust & Will’s Unlimited Update Service you won’t have to rely on paying high hourly fees to make updates to your documents, no matter how simple or complex. It’s all included.

Stay ahead of estate planning & tax law considerations

Our expert team is constantly tracking and monitoring changes to estate planning law and subsequent tax implications, keep you (and your documents) up to date every step of the way.

Ensure your loved ones stay up-to-date on your wishes

When you share your documents through Trust & Will, your loved ones will have access to the latest and most up-to-date version of your Estate Plan. Maintaining your Unlimited Update Service ensures your loved ones stay up to date, too.

It’s the smart, modern way to create & manage your Health Care Documents.

1

Answer a few simple questions.

Create your Health Care Documents one question at a time by deciding what's right for you with options you can customize to your specific needs.

2

Get all of your documents delivered.

Instantly download your documents or request a complimentary shipment of your Health Care Documents - included with your initial purchase.

3

Sign your documents at your convenience.

Finalize your documents and make them legally binding with your signature and a notary.

Trust & Will Estate Planning Family

Get the care you want and deserve.

Make sure your health care wishes are documented, known, and legally valid. By documenting your wishes for how you’d like to be cared for as well as who should act on your behalf if you are ever unable to do so will save your family and loved ones from having to make difficult decisions.

Complete your plan with a Last Will & Testament.

A complimentary Last Will & Testament is included with your purchase of your Health Care Documents. Having an updated and accurate Will helps to make sure your family knows how to carry out your wishes.

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Health Care Documents that are built by attorneys & customized by you.

A Power of Attorney (POA) allows you to appoint someone to manage your financial or legal affairs if you become incapacitated.

  • Make financial transactions (pay bills, file taxes, manage investments).
  • Handle property and legal matters on your behalf.
  • Avoid costly court intervention by pre-selecting a trusted agent.

Why it matters: Without a POA, your family may need court approval to handle your affairs, causing delays and expenses.

This document allows your chosen representatives to access your medical records and discuss your healthcare with doctors.

  • Ensures your family or appointed decision-makers can get critical medical information.
  • Complies with federal privacy laws so providers can legally share details about your care.

Why it matters: Without this, even close family members may be denied access to your medical information in an emergency.

A legal document that outlines your medical preferences if you're unable to communicate them yourself. It includes:

  • Life-sustaining treatment preferences (e.g., ventilators, feeding tubes).
  • Pain management and comfort care choices.
  • Religious or personal values regarding end-of-life care.
  • Designation of a healthcare agent (someone who makes medical decisions on your behalf).

Why it matters: If you don’t document your preferences, doctors or courts may decide for you, potentially against your wishes.

A legally binding document that outlines:

  • Who inherits your assets—including money, property, and personal belongings.
  • Who will take care of your minor children or pets by naming a legal guardian.
  • Who will manage your affairs after you pass (your executor).
  • Your final arrangements, such as burial or cremation preferences.

Why it matters: Without a Will, state laws decide what happens to your assets and dependents, which may not align with your wishes.

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.

We’re available:

• Monday-Friday 7am-5pm PT

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