Avoid probate delays with a living trust
Secure your plan from home with guided questions and clear pricing. Trust estate plans start at $999.
At a glance
- 200K+trust & estate intakes guided
- 2.1M+documents supported across workflows
- 1secure workspace for every engagement
Why use our trust workflow?
Easy & convenient
Answer guided questions online — no office visits required to begin your estate plan intake.
Attorney-aligned
Structured for clarity; add attorney review where your package includes consultation credits.
Built for U.S. use
Documentation patterns aligned with common revocable trust structures across states.
Choose your plan
Prices reflect admin-configured starting amounts. Add-ons and state fees may apply at checkout.
Get started
Basic Trust
Includes
- Living trust questionnaire & drafting workflow
- Pour-over will coordination (where applicable)
- Healthcare directive & financial power of attorney intake
- Certificate of trust & asset schedule templates
- 30 days of document revisions (policy limits apply)
- Digital delivery of your completed packet
Starting at
$999
Most chosen
Premium Trust
Everything in Basic, plus
- Everything in Basic
- Priority review queue
- Extended revision window (12 months)
- One bundled consultation credit with network counsel (where available)
- 10% off additional Corporate Structure OS services
Starting at
$1,499
Best for asset protection
Legacy + Holding Company
Everything in Premium, plus
- Everything in Premium
- Holding-company LLC formation (articles + operating agreement)
- EIN application support for the holding company
- Funding playbook: deeds, brokerage, and membership-interest assignments into trust
- Coordinated structure review across trust + entity
- Annual compliance reminders for the holding company
Starting at
$3,000
State filing fee for the holding company is billed separately at the agency's actual cost.
All tier prices are admin-editable in Admin → Pricing → Service prices. State filing fees are passed through at the rate configured in State filing fees.
Three simple steps
Answer a few questions
Tell us about trustees, beneficiaries, and how you want assets handled — we structure the draft packet.
Review & upload
Attach deeds, statements, or prior documents so reviewers can align names and property descriptions.
Fund & finalize
Sign and transfer titled assets into the trust with clear checklists — we stay with you through completion.
Frequently asked questions
What’s the difference between a will and a living trust?
A will generally goes through probate; a funded living trust can often pass assets outside of probate. Your situation may vary — consult counsel for complex estates.
Do I need a lawyer?
Not always. Our workflow is DIY-friendly; Premium adds consultation credits where available in your region.
What happens after I order?
You’ll complete the online intake, upload documents in your workspace, and we prepare your packet for review and signing.