Trust-BASED ESTATE PLAN

A plan that covers everything.

Customized, state-specific Trusts for $399, or $499 for couples.

Trust based estate plan for multi-generational family
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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 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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    Complimentary 1st-time Shipping

  • 1 Year Unlimited Update Service ($39/year thereafter)

Benefits

  • Nominate child and/or pet guardians

  • Decide who will handle your affairs

  • Leave specific gifts (money, possessions, property, etc.)

  • Determine how your assets will be distributed

  • Exclude individuals from receiving your property

  • Specify your final arrangements

  • Note any special requests

  • Decide what should happen in a medical emergency

  • Designate health care agents

  • Grant trusted individuals access to your medical records

  • Add conditions to asset distributions

  • Avoid probate court

Included Documents

Revocable Living Trust
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Schedule of Assets
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Last Will & Testament (Pour Over Will)
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HIPAA Authorization
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Living Will
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Power of Attorney
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Certification of Trust
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Money Back Guarantee
If you are unsatisfied with your completed documents, contact us within 30-days of your purchase to request a refund under our Refund Policy.

Life changes, so should your Trust.

Your Trust is 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, STARTING AT $39/YEAR THEREAFTER

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    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.

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    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.

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    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.

How it Works

It’s the smart, modern way to create, manage, & update your Trust.

  • 1

    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.

  • 2

    Instantly download or ship your documents.

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

  • 3

    Sign & notarize at your convenience.

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

  • 4

    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.

Trust & Will Estate Planning Family

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.

Trust & Will Estate Planning Family

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.

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Documents that are built by attorneys & customized by you.

  • Revocable Living Trust

    The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.

  • Schedule of Assets

    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.

  • Last Will & Testament (Pour Over Will)

    Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.

  • HIPAA Authorization

    Authorizes trusted individuals to receive your protected health information for specified purposes.

  • Living Will

    Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

  • Power of Attorney

    Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.

  • Certification of Trust

    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.

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.

We’re available:
• Monday-Friday 9am-5pm PST
• Saturday-Sunday 9am-1pm PST

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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.

Currently available in a limited number of states. Sign in to check availability and learn more.
Learn More
  • Line-by-line Document Review
    Review your decisions, inputs, and details and discuss any consequences or questions you have.

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    Trust Funding Support & Guidance
    Step-by-step instructions and advice on moving each type of asset into your Trust.

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    Legal Estate Planning Advice
    Answer and advise on what is best for your unique situation year-round.

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    Discuss Tax Implications
    Better understand the tax consequences and benefits of setting up your Trust.

What is the difference between a Trust and a Will?
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How long will it take to complete my Trust?
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Does my Trust have to be notarized?
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Can I speak to an attorney about my Trust?
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When should I update my Trust?
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How do I fund my Trust?
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What is the difference between a Revocable and Irrevocable Trust?
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Should my spouse and I have separate Trusts?
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