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Estate Planning

$228+Plan

60 minutes

We've joined forces with Trust & Will to bring you a cost-effective and user-friendly estate planning service right here in the United States. 

We’re here to help you through life’s most challenging moments with unlimited chat and technical support provided directly through Trust & Will. Get personalized guidance when you choose a service-focused plan.

 

Need a probate attorney? Trust & Will provides affordable access to a probate concierge or an attorney.​





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So what exactly is included?

Last Will & Testament: Your final wishes for your possessions, dependents, and arrangements.

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, financial, and medical affairs if you are away or incapacitated.

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.

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.

Physical & Digital Documents: Get access to your estate plan in a digital portal where you can make any changes you need to with complimentary first time shipping of physical documents.

Ongoing Support: For the first 12 months receive complimentary chat and phone based support via the Trust & Will customer service (only available in the U.S.)

Meet Our Legacy Counselors

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