Estate Planning

Estate Planning Services

Be ready for the future - prepare ahead of time. Through our partnership with Trust & Will, we are proud to offer Estate Planning Services that are simple, secure, and accessible.

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EMPOWER

Plans Built for real life

Whether you're protecting young children, a spouse, or just want peace of mind, our trust-based estate planning solutions make it easy. Get started online at your own pace, with support when you need it. No legalese. No pressure. Just the tools to help you take care of what matters most.

Individual Trust-Based Plan

Starting at $399, leave a legacy, not loose ends. A trust helps ensure your values live on—exactly how you intended.

Couple’s Trust-Based Plan

Starting at $499, protect your family with a plan built together. A shared trust brings clarity, comfort, and connection.

What’s Included in Each
Trust-Based Plan

We’ve partnered with Trust & Will to make estate planning more straightforward. Whether you’re setting up a plan just for yourself or with a spouse or partner, each package includes:

• A revocable living trust to help manage your assets and support your loved ones
• A pour-over will to ensure anything not titled in your trust is handled properly
• Financial power of attorney so someone you trust can manage finances if needed
• Health care documents, including HIPAA authorization and medical power of attorney
• Step-by-step digital guidance to walk you through each part of the process
• Unlimited updates for the first year if your situation changes

You’ll have access to everything online—on your schedule—with support available if questions come up. It’s estate planning made more accessible, without the pressure or complexity.

Schedule Your Free Consultation

Discover how our personalized services can help you achieve your financial goals today.

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FAQs

Find answers to common questions about Estate planning services from Trust and Wills and how we can help you.

What is the difference between a Will and a Trust?

A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.

Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

How long will it take to complete a Will or Trust?

It takes most people about 20-30 minutes to complete their Trust with Trust & Will. Since its online you can always save and come back, we understand life happens.

Can I meet you?

Absolutely! We encourage personal meetings to discuss your financial and estate planning needs. You can schedule a consultation through our website or contact us directly. We look forward to getting to know you.

Is Trust & Will a law firm?

No. Trust & Will is not a law firm and does provide legal advice. Independent attorney support is available in most states.

Do you offer support?

Yes, we provide ongoing support to all our clients. Our team is always available to answer questions and adjust strategies as needed. We are committed to your success at every stage.

How can I start?

Starting is simple! Reach out to us via our contact form or give us a call. We’ll guide you through the process and set up an initial consultation.

Still have questions?

Reach out to us for more information.

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