We’re working on building a Learning Management System to walk you through the Estate Planning Process and we need to tweak the intake form and some software integrations, and hopefully, we’ll have it ready for beta testing in a few day. Written on April 3, 2025.

Trust Estate Plan

Just register and fill out the form to get started

Create Your Estate Plan
  • Register
  • Account Information
  • Client Information
  • Beneficiaries
  • Asset Information
  • Legal Declarations
  • Final Acknowledgement
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Estate Plan

Trust Plan: $750.00

Payment

Trust Plan

Benefits

  • Avoid probate court and keep your affairs private
  • 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

Documents

  • Revocable Living Trust
  • Last Will and Testament (Pour Over Will)
  • HIPAA Authorization
  • Advance Healthcare Directive (aka Living Will)
  • Power of Attorney
  • Certification of Trust
  • Transfer Documents (e.g. Deed for Real Property)

Learn About Estate Planning