Estate Planning
Help safeguard your family's future with an estate plan.
We've collaborated with Trust & Will to offer clients a convenient and cost-effective method of creating estate plans from the convenience of their homes. Trust & Will’s estate plans are customized for all fifty states, and they provide live member support to address any questions you may have.
Will-Based Estate Plan
$169
Include spouse documents for $85 more
Includes State-specific docs:
- Last Will & Testament
- HIPPA Authorization
- Living Will
- Power of Attorney
- Testamentary Trust
With a Will, you can:
- Name guardians of your children and pets
- Designate where you'd like your assets distributed
- Detail your funeral and burial arrangements
Trust-Based Estate Plan
$424
Include spouse documents for $85 more
Includes State-specific docs:
- Revocable Living Trust
- Schedule of Assets
- Pour Over Will
- HIPAA Authorization
- Living Will
- Power of Attorney
- Certification of Trust
With a Trust, you can do everything a Will can do, plus:
- Avoid probate court
- Have greater control over your asset distributions