Choose the Right Plan for Your Estate
TrustsPlus offers flexible options to help you create your will or trust with the level of support you need. Whether you prefer a self guided experience or personalized planning with professional support, you can complete your estate plan with clarity and confidence.
Build Your Estate Plan With Structure
$1,597
- Access to guided interview workflow
- Revocable Living Trust document
- Last Will & Testament
- Healthcare Proxy
- Financial Power of Attorney
- Digital storage & secure access
- Downloadable signed documents
$2,297
- Paralegal assist via scheduled call
- Review of questionnaire answers before document generation
- Help clarifying terminology
- Funding checklist + document organization tips
- Access to digital vault setup assistance
$697
- Guided online questionnaire
- Last Will and Testament
- Executor designation
- Guardian designation for minor children
- Basic beneficiary distribution provisions
- Digital document access and download
- Step-by-step signing instructions
$997
- 30–45 minute paralegal support call
- Questionnaire review before document generation
- Help clarifying executor and guardian selections
- Basic funding and asset alignment checklist
- Email support during completion
Compare Trust Features
| Feature | Core Legacy | Structured Legacy |
|---|---|---|
| Plan Type | Self Guided | With Planning Support |
| Price | $1,597 | $2,297 |
| Typical Client | Simple estates | Families who want planning support |
| DOCUMENTS INCLUDED | ||
| Revocable Living Trust | ✓ | ✓ |
| Last Will and Testament | ✓ | ✓ |
| Healthcare Proxy | ✓ | ✓ |
| Financial Power of Attorney | ✓ | ✓ |
| PLATFORM FEATURES | ||
| Guided Estate Planning Questionnaire | ✓ | ✓ |
| Secure Digital Vault Access | ✓ | ✓ |
| Downloadable Signed Documents | ✓ | ✓ |
| Save Progress and Return Anytime | ✓ | ✓ |
| PLANNING SUPPORT | ||
| Paralegal Planning Call | — | ✓ |
| Questionnaire Review Before Document Generation | — | ✓ |
| Help Clarifying Estate Planning Terminology | — | ✓ |
| Funding Checklist and Organization Guidance | — | ✓ |
| Digital Vault Setup Assistance | — | ✓ |
| ATTORNEY LEVEL SUPPORT | ||
| Attorney Consultation | — | — |
| Customized Estate Plan Strategy | — | — |
| Tailored Trust Provisions | — | — |
| Beneficiary Strategy Planning | — | — |
| Asset and Ownership Review | — | — |
| Advanced Estate Planning Issue Coverage | — | — |
| Final Attorney Review | — | — |
Compare Will Features
| Feature | Foundation Will | Guided Will |
|---|---|---|
| Plan Type | Self Guided | With Paralegal Support |
| Price | $697 | $997 |
| DOCUMENTS INCLUDED | ||
| Last Will and Testament | ✓ | ✓ |
| Executor Designation | ✓ | ✓ |
| Guardian Designation for Minor Children | ✓ | ✓ |
| Basic Beneficiary Distribution Provisions | ✓ | ✓ |
| PLATFORM FEATURES | ||
| Guided Online Questionnaire | ✓ | ✓ |
| Digital Document Access and Download | ✓ | ✓ |
| Step by Step Signing Instructions | ✓ | ✓ |
| Save Progress and Return Anytime | ✓ | ✓ |
| PLANNING SUPPORT | ||
| Paralegal Support Call (30–45 minutes) | — | ✓ |
| Questionnaire Review Before Document Generation | — | ✓ |
| Help Clarifying Executor and Guardian Selections | — | ✓ |
| Basic Funding and Asset Alignment Checklist | — | ✓ |
| Email Support During Completion | — | ✓ |
| ATTORNEY LEVEL SUPPORT | ||
| Attorney Consultation (60 minutes) | — | — |
| Personalized Estate Planning Strategy | — | — |
| Business Ownership Consideration (if applicable) | — | — |
| Customized Distribution Language | — | — |
| Contingency and Backup Planning | — | — |
| Attorney Review and Approval | — | — |
| Written Summary of Recommendations | — | — |
Frequently Asked Questions
The right plan depends on the level of support you want. If you are comfortable completing your estate plan on your own, the self guided option may be best. If you want help reviewing your answers or guidance through the process, the planning support or attorney led plans provide additional assistance.
The will packages include a Last Will and Testament along with provisions for executor designation, guardian designation for minor children, and beneficiary distribution instructions. Your documents are generated through a guided questionnaire tailored to your responses.
Most users complete their will in about 20 minutes using the guided questionnaire. You can save your progress at any time and return later to finish your plan.
Yes. The platform allows you to update your information and regenerate your documents if your circumstances change.
The guided plan includes support from a paralegal who can help review your questionnaire responses and answer general questions. The attorney led plan includes a consultation with an attorney who can provide personalized estate planning strategy and review your documents.
The documents generated through the platform are designed to comply with state specific requirements. However, you must properly sign and execute the documents according to your state’s laws for them to be legally valid.
A will directs how your assets are distributed after death, while a trust can help avoid probate and provide more control over how assets are managed and distributed. Many people choose to create both as part of a complete estate plan.
Trusts Plus is not a law firm and does not provide legal advice. The platform provides automated tools and self help documents to assist with estate planning. For legal advice specific to your situation, you should consult a licensed attorney.