Plan for those who still need you after you’re gone.
Get help from our estate planning advisors as you go, and have a licensed attorney review your trust and will before it is finalized.
Plans
Both a trust and a will are legal documents that help direct how you want your estate (your home, financial accounts, investments, possessions, etc.) to be handled should you pass away. Every TruWill plan is provided by TruWill Legal, PLLC and includes review by a licensed attorney before your documents are delivered.
Trust + Will Plan
A complete estate planning solution designed to protect your family, preserve your privacy, and direct how your assets are transferred according to your wishes — with a trust that, when properly funded, can help your family avoid the delays and costs of probate.
What’s included
- Revocable Living Trust
- Last Will and Testament
- Medical Power of Attorney
- Advance Healthcare Directive
- General (Financial) Power of Attorney
- Built from a document set a licensed attorney in your state reviewed and approved
- Review by a licensed attorney before delivery
Key Benefits
- A properly funded trust can help your family avoid probate and support a smooth transfer of assets
- Appoint guardians for minor children
- Maintain control with financial and medical powers of attorney
- Enhanced privacy, and can help keep your estate out of court when properly funded
- Streamlined, private estate settlement
Best for: Families or individuals looking for the most comprehensive protection, including a trust that can help avoid probate when properly funded.
Will Only Plan
A simplified plan that covers the most important decisions for your family and assets if something happens to you.
What’s included
- Last Will and Testament
- Medical Power of Attorney
- General (Financial) Power of Attorney
- Advance Healthcare Directive
- Built from a document set a licensed attorney in your state reviewed and approved
- Review by a licensed attorney before delivery
Key Benefits
- Direct your assets and final wishes
- Appoint guardians for minor children
- Authorize trusted individuals to act on your behalf (medical and financial)
- Gain peace of mind and minimize court involvement
Best for: Individuals or families seeking essential estate planning without a trust.
Not sure where to start?
Our estate planning advisors can guide you through the process and answer your questions from the firm's written legal-information library. They are not attorneys and do not give legal advice — how the law applies to your situation is the attorney's call, and a licensed attorney of TruWill Legal, PLLC reviews your plan before it is finalized. Call 844-488-1266 — a real person answers.