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Trust & Will Trust Plan
Trust & Will Trust Plan creates a revocable living trust and related estate documents online, with optional AI assistance and attorney support.
Trust Plan helps individuals and couples create a revocable living trust, pour-over will, healthcare documents, power of attorney, schedule of assets, and certification of trust. Users answer guided questions, download or ship documents, then sign, notarize, and fund the trust themselves.
The service is for people planning asset transfer, incapacity, guardianship, and probate avoidance. It is not a law firm and does not provide legal advice. Attorney support, ongoing membership, document shipping, and trust funding work may cost extra.
Features
- Creates a revocable living trust and pour-over will
- Generates HIPAA authorization and advance healthcare directive
- Creates a power of attorney and schedule of assets
- Includes a certification of trust
- Provides a trust funding guide
- Offers AI-powered answers through membership
- Supports optional licensed attorney guidance
- Lets users download or ship completed documents
Use cases
- Create a trust to help avoid probate
- Name guardians for children and pets
- Set conditions for how beneficiaries receive assets
- Prepare healthcare and incapacity instructions
- Organize estate documents in a digital vault
Pros
Cons
Pricing
- Starting price
- $499
- Pricing checked
- 2026-09-19
Trust Plan
$499
- Revocable living trust
- Pour-over will
- HIPAA authorization
- Living will
- Power of attorney
- Trust funding guide
- Certification of trust
- Schedule of assets
Essentials membership
$49/year
- AI-powered answers
- Secure Digital Vault
- One free document shipment per year
- Ongoing plan updates