The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan. Get started with Trust&Will, save 10%.

Includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.

DOCUMENTS

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.

Schedule of Assets

A listing of assets that you hold in the Trust are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.

Last Will & Testament (Pour Over Will)

Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.

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 and business responsibilities if you are away or incapacitated.

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.

BENEFITS

Nominate child and/or pet guardians

Decide who will handle your affairs

Leave specific gifts (money, possessions, property, etc.)

Determine how your assets will be distributed

Exclude individuals from receiving your property

Specify your final arrangements

Note any special requests

Decide what should happen in a medical emergency

Designate health care agents

Grant trusted individuals access to your medical record

Add conditions to asset distributions