Trust-BASED ESTATE PLAN
A plan that covers everything.
Customized, state-specific Trusts for $399, or $499 for couples.
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.
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
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.
How it Works
It’s the smart, modern way to create, manage, & update your Trust.
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.
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.
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.
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.