Estate planning, on your terms.
In partnership with Trust & Will.
Trust-Based Estate Plan
A complete trust-based estate plan — avoid probate, keep things private, and spell out exactly what happens.
A Joint Trust is available only for couples who are legally married — domestic partnerships do not qualify. If you are not legally married, please choose the Individual plan.
One-time payment. Documents are prepared through Trust & Will.
How it works.
Choose your plan
Pick an individual plan, or a Joint Trust for married couples. One simple, one-time price — no monthly fees, no surprises.
Build with Trust & Will
Answer plain-language questions at your own pace — about thirty minutes, on your couch. Your documents are prepared by our trusted partner, attorney-designed and state-specific, ready to sign.
Sign — and it’s done
Notarize your documents and your plan is legally in force. Your wishes are written down and your family knows exactly what you want — no guesswork, nothing left unsaid.
A partner you can trust.
We chose Trust & Will because they've built the best modern estate-planning experience in the country — designed by attorneys, used by hundreds of thousands of families.
Attorney-designed
Every document is drafted by estate-planning attorneys and tailored to the laws of your state — not a one-size-fits-all template.
Valid in all 50 states
Your plan is legally binding and state-specific — wherever you live, wherever you move.
Done in about 30 minutes
Plain-English questions, no legal jargon — most members finish their plan in a single sitting.
A simpler way to do it right.
Same documents the attorney would draft. A fraction of the cost and time.
Your life, organized for the people you love.
Protect your family and your legacy — and keep everything that matters in one secure place.
Get started →