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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
Latest updates
- Trust & Will Enables Seamless Access to Digital Estate Plans with New Shared Access Feature
Members can share documents electronically; advisors get real-time updates, and the Attorney Support Network is available in six states.
Get it
Pricing
- Prices checked
- 2026-11-05
The Trust Plan
- starting at $499
- Revocable living trust
- Last will and testament
- HIPAA authorization
- Living will
- Power of attorney
- Prevent probate court