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Tell us about yourself and we’ll match you with a plan.

Select all that apply to you
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Set up a TRUST

Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court.

  • Popular choice for homeowners

  • Contains all will documents

  • Goes into effect while you're living

More about TRUSTS
Recommended for you

Write your WILL

Cover the basics, like who will be responsible for your children and what should happen to your assets after you're gone.

  • Does not prevent probate court

  • Most affordable estate plan

  • Goes into effect after you're gone

More about WILL
Trust estate plan
Have questions about setting up your trust?

Have questions about setting up your trust?

Chat with the {{ env('APPLICATION_NAME') }} team

Trust estate plan

$449 per individual, or $549 for a couple

Our Trust Estate Plan offers a comprehensive solution for managing and protecting your assets.

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60 day guarentee
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  • Bypass probate court involvement to keep your affairs confidential.

  • Designate trusted guardians for your children and pets.

  • Assign responsible individuals to manage your affairs.

  • Clearly define the distribution of specific gifts, including money, possessions, and property.

  • Control the allocation of your assets as per your preferences.

  • Ensure that selected individuals are excluded from receiving your property.

  • Revocable Living Trust: A flexible legal entity to manage and distribute your assets.

  • Schedule of Assets: A detailed list of assets incorporated into your Revocable Living Trust.

  • Last Will & Testament (Pour-Over Will): A legal document to distribute any assets not included in the trust.

  • Advance Healthcare Directive (aka Living Will): Outlines your end-of-life medical care preferences.

  • Power of Attorney: Legally appoints someone to make decisions on your behalf when necessary.

Documents
  • Bypass probate court involvement to keep your affairs confidential.

  • Designate trusted guardians for your children and pets.

  • Assign responsible individuals to manage your affairs.

  • Clearly define the distribution of specific gifts, including money, possessions, and property.

  • Control the allocation of your assets as per your preferences.

  • Ensure that selected individuals are excluded from receiving your property.

Benefits
  • Revocable Living Trust: A flexible legal entity to manage and distribute your assets.

  • Schedule of Assets: A detailed list of assets incorporated into your Revocable Living Trust.

  • Last Will & Testament (Pour-Over Will): A legal document to distribute any assets not included in the trust.

  • Advance Healthcare Directive (aka Living Will): Outlines your end-of-life medical care preferences.

  • Power of Attorney: Legally appoints someone to make decisions on your behalf when necessary.

Have questions about setting up your trust?

Chat with the {{ env('APPLICATION_NAME') }} team

Join 100s of our happy customers

Join 200+ trusted clients

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Join 200+ trusted clients

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FAQs

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