Estate Planning
Secure your family’s future with an estate plan through our partnership with
Your custom-tailored Financial and Retirement Planning will include a Trust or Will, no additional cost.
Have an estate plan already?
We can seamlessly transition it into your personalized financial or retirement planning.
InvestEdge Planning now provides 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.
Don't need a comprehensive Financial or Retirement Plan? You can still get all of your estate planning needs in one place.
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?
Check out some of these helpful resources:
Not sure which plan is right for you? Answer a few short questions and Trust & Will will make a recommendation tailored to you.
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.
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.