Estate Planning
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Secure your family’s future with an estate plan.​
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Get 10% off an estate plan
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InvestEdge Planning partnered with to provide you with an easy and affordable way to create an estate plan online. Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Together, we’re on a mission to help families protect the future and gain peace of mind.
All of your estate planning needs in one place.
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Will-Based Estate Plan
$199 Retail
You receive an exclusive 10% discount
A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children.
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Nominate trusted guardians for children and pets
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Determine how assets will be distributed
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Designate health care agents and specify what happens in a medical emergency
Trust-Based Estate Plan
$499 Retail for an Individual / $599 for a Couple
You receive an exclusive 10% discount
The most comprehensive and complete way to protect your assets and loved ones. Get all of the coverage of a Will plus more.
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Add conditions to how assets will be distributed
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Create a revocable living trust
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Avoid probate court
Get Your Free Estate Settlement Checklist
Benefits of Trust & Will:
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Affordable services -10% off any estate plan and get the first shipment of documents for free.
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Expert support- Their team of experts is available to help if you have any questions along the way.
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Easy and convenient: Simple, step-by-step instructions to complete your will or trust online in as little as 30 minutes.
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Built by attorneys, customized by you.
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State-specific, legally-valid documents customized to meet your family’s needs.
Not sure which plan is right for you?
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Check out some of these helpful resources:
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Not sure which plan is right for you? Answer a few short questions and Trust & Will will make a recommendation tailored to you.
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Estate Planning 101 →
Learn everything you need to know about estate planning including what it is, getting started, and the basics of estate planning in this guide by Trust & Will.
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Will vs. Trust →
Discover what the differences are between a trust and a will and which is the best option for your estate planning situation with Trust & Will.
