TRUST-BASED ESTATE PLAN

Create a Living Trust online that covers everything.

Customized, state-specific Trusts for individuals or couples.

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A Trust that’s built by attorneys & customized by you.

Trust-Based Estate Plan

$499 per individual, or $599 for couples

LIMITED TIME OFFER - 15% OFF (taken at checkout)

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.

Complimentary 1st-time Shipping
First year of membership included ($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

Documents

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.

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30-day satisfaction guarantee
We stand behind our products and services. If you’re not completely satisfied with your purchase, please contact us within thirty days to request a refund.

HOW IT WORKS

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

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.

Instantly download or ship your documents.

Instantly download your documents or request a complimentary shipment of your trust—included with your initial purchase.

Sign & notarize at your convenience.

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

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.

FAQ's

What is the difference between a Trust and a Will?

A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.

Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

How long will it take to complete my Trust?

It takes most people about 20 minutes to complete their Trust with Trust & Will.

Does my Trust have to be notarized?

Notarization is required for most Living Trusts. It may be possible to create a Trust without notarization, but most states require that the Trust be notarized in order to hold real property. Additionally, many banks and financial institutions will require your Trust to be notarized.

A Trust, unlike a Will, does not need to be signed in front of any witnesses unless you live in Florida.

Can I speak to an attorney about my Trust?

While it is not necessary to hire an attorney to create a legally-valid Trust, we do offer our members attorney support for an additional fee when you create your Trust through Trust & Will.

When you add attorney support to your Trust-Based Estate Plan, you have unlimited access to an estate planning attorney. They can provide you with legal advice, discuss any tax consequences associated with your decisions, and review your documents line-by-line.

When should I update my Trust?

We suggest that individuals review and/or update their Trusts after any life milestone or every three to five years. Milestones can include: marriage or remarriage, the purchase of new property, and any births or deaths in the family.

How do I fund my Trust?

How to fund a Trust varies depending on the nature of the property that is being transferred into the Trust. We break down all of the necessary steps it takes to properly fund your Trust so that you reap its benefits in our Trust Funding Guide.

What is the difference between a Revocable and Irrevocable Trust?

A Revocable Trust is a Trust that can be revoked, meaning it can be changed or updated at any given time as long as you are still living and of sound mind.

An Irrevocable Trust cannot be easily amended, changed or terminated once it’s signed.

Should my spouse and I have separate Trusts?

Whether or not to have joint or separate Trusts will be up to each couple as each option has its own pros and cons. Separate Trusts may be beneficial for couples who own separate property from previous marriages or family inheritance.

Joint Trusts might be the right choice if you want more flexibility and less complication during the post-death administration process.

Are payment plans available?

Yes. Payment plans are available for both Will and Trust-Based Estate Plans. Complete your documents and make 4 equal, interest-free payments.

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.

Start your Trust today