Trust-BASED ESTATE PLAN
Create a Living Trust online that covers everything.
Customized, state-specific Trusts for individuals or couples.
Trust-Based Estate Plan
$499 per individual, or $599 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 nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.
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How it works
It’s the smart, modern way to create, manage, and update your Trust online.
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Answer a few simple questions
Create your Trust-Based Estate Plan by deciding what's right for you and your family with options customized to your specific needs.
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Instantly download or ship your documents
Instantly download your documents or request a complimentary shipment of your trust—included with your initial purchase.
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Sign and notarize at your convenience.
Finalize your documents and make them legally binding with your signature and a notary.
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Fund your trust.
Assets you transfer to your trust will fall under the specific protections and provisions you’ve outlined. We’ll provide a handy guide to walk you through everything you’ll need to do. We’re here to help.
A digital safe. For real life.
Store all your important documents. Organize your assets. See the big picture. And share what you want with the people you trust.
Be prepared
Always be ready with your wishes in one place—plus you’ll ease the burden for the people you love.
Get organized
Create a complete inventory of your information and your assets—for every day and emergencies.
Let them know
Share your end-of-life plan (and anything else) with family, friends, and trusted advisors.
Be sure
With bank-level encryption, you can be confident that all of your information is secure.
Find support
Don’t rely on googling or guesswork - your support team is on the case.
Take a breath
We make it super easy and intuitive, from updating to sharing as life changes.
Avoid probate court and seamlessly pass down assets to your loved ones.
One key benefit of creating a trust is that your loved ones will avoid the long and complicated process of probate court. When you transfer assets to your trust, you own everything in your trust while you’re still alive. After you pass, your assets will go directly to who you’ve chosen.
Make sure things are handled how you want.
Creating a Trust-Based Estate Plan ensures your children, pets, assets, final arrangements, and health care preferences are taken care of exactly how you want.
Documents that are built by attorneys and customized by you.
The most trusted name in online estate planning.
We’re proud to be a 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.
We’re available:
• Monday-Friday 7am-5pm 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 $299.
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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.
Get started today.
Your documents will be shipped straight to your door, for free.
Get started today.
Your documents will be shipped straight to your door, for free.