Our TrustPlan is a collection of attorney-approved forms intended to protect you and your family.
A single tool, your trust, allows your friends or family to manage your family property during your incapacity and after your death. Without a trip through court!
We add other important forms, like pour-over wills, power of attorney, and advance health care directives, to make this a complete estate plan.
How do we make this easy for you?
First, we create a secure online space for you to view and answer our simple questions. We collect your answers and use them to complete your documents. In a few days, you will receive your documents to review and confirm your information is correct. Once you approve them, just print, sign, and notarize. We know several mobile notaries who will meet you at your home or work. Easy!
Each TrustPlan includes these tools, for only $750!
- Revocable Living Trust, to hold and manage your property
- Appointment of your trustees, so someone’s in control, even when you’re not
- Subtrusts for each child
- Certification of Trust, to ease your way through bank paperwork
- Wills, for each of you
- Appointment of your Executor
- Nomination of your children’s Guardians, to raise them
- Appointment of your Power of Attorney agent, to watch over your money
- Appointment of your Health Care agent, to talk with your doctors
- Aligning your family home with your plan (+$150 for additional properties)
Our TrustPlan is designed for “Most People.” Does that include you?
Let’s find out. If you can answer “Yes” to each of these questions, we can help!
- If you are married, is this your first marriage?
- Are you both biological (or adoptive) parents of your children?
- Are you both United States citizens (or permanent residents/green card)?
- Thinking about your friends and family, who you’ll choose to manage your financial issues in an emergency, are they United States citizens (or permanent residents/green holders)?
- At work, do you report to a supervisor? (This service is not intended for business owners.)
- Are you seeking simple planning, so that your children each receive an equal share of inheritance, after you’re both gone?
- Together, do you and your spouse have less than $5,000,000 in property (including life insurance)?