Learn how these Estate Plan packages benefit the people you care for most.

Trust
Avoid probate court with a complete plan for the protection and transfer of your most important assets. Allows for detailed control over distributions, provides incapacity planning, continuous management of assets, and greater flexibility. Ideal for larger estates (over $186,000) or those with specific long-term planning needs.
starting at $89/month
Subject to probate and open to the public. Simpler, less expensive to create, allows for court supervision, naming of guardians for minors, specific bequests, and simpler administration. Suitable for smaller estates (under $186,000) or those who prefer the oversight of the probate process.
Will
starting at $49/month
Benefits | Trust | Wills |
|---|---|---|
Long Term Planning | X | - |
Privacy | X | - |
Incapacity Planning | X | - |
Avoid Probate Court | X | - |
Add conditions to distributions | X | - |
Grant access to medical records | X | X |
Designate healthcare agents | X | X |
List health care wishes | X | X |
Note special requests | X | X |
Specify final arrangements | X | X |
Exclude people from your property | X | X |
Leave specific gifts | X | X |
Decide who will handle your affairs | X | X |
Nominate pet guardians | X | X |
Nominates child guardians | X | X |
