An Estate Plan that outlines how you’d like to care for your loved ones.
Designed for your unique life situation, customized by you.
Trust Only
Individual / Couple
$399 / $474
Trust Esatate Plan
Individual / Couple
$499 / $574
Will Only
Individual / Couple
$149 / $224
Will Estate Plan
Individual / Couple
$299 / $374
Estate Strategy Summary
Avoid probate court with a complete plan for the protection and transfer of your most important assets.
Avoid probate court with a complete plan for the protection and transfer of your most important assets.
A plan for who will look after your children and what should happen to your assets if something happens.
A plan for who will look after your children and what should happen to your assets if something happens.
Documents
You will receive personalized documents, crafted specifically to meet your unique needs and preferences.
Includes the following Documents
Revocable Living Trust
Schedule of Assets
Last Will & Testament (Pour Over Will)
Revocable Living Trust
Schedule of Assets
Last Will & Testament (Pour Over Will)
HIPAA Authorization
Advance Healthcare Directive (Living Will)
Power of Attorney
Trust Funding Guide
Last Will & Testament
Last Will & Testament
HIPAA Authorization
Advance Healthcare Directive (Living Will)
Power of Attorney
Key Estate Planning Provisions
Designate Guardians for Your Children
Appoint Executors to Manage Your Affairs
Bequeath Specific Gifts
Exclude Individuals from Inheriting
Set Conditions on Asset Distribution
Bypass the Probate Process
Make Special Requests Known
Detail Your Health Care Preferences
Authorize Medical Record Access
Outline Your Final Wishes
Assign Health Care Proxies
Estate Plan Maintenance
Adapt your estate documents to reflect life's changes. Maintain a current inventory of your assets and securely store essential files for your loved ones.
First 90 Days
No Charge
No Charge
No Charge
No Charge
After 90 Days
$249+
$299+
$79+
$129+
Comprehensive Client Assistance
No Charge
No Charge
No Charge
No Charge
Benefits
- Nominate child guardians
- Nominate pet guardians
- Decide who will handle your affairs
- Leave specific gifts
- Exclude people from your property
- Specify final arrangements
- Note special requests
- List health care wishes
- Designate health care agents
- Grant access to medical records
- Add conditions to distributions
- Avoid probate court
Included Documents
- Revocable Living Trust
- Schedule of Assets
- Last Will & Testament (Pour Over Will)
- HIPAA Authorization
- Advance Healthcare Directive (Living Will)
- Power of Attorney
- Trust Funding Guide
- Certification of Trust
Plan Updates
As life changes, come back and make updates to your documents anytime
- First Year Included
- $39/year After First Year
Support
- Unlimited Support
Our team is available 7 days a week to provide answers to basic questions and resolve any issues you have on trustandwill.com - Attorney Support
Speak with a licensed estate planning attorney to receive expert legal advice about your documents, your decisions, and any questions you have about completing your plan.
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