Quick Simple Setup
One low fee for docs
Quick and easy set up
for an all in one system
that can be easily changed
from anytime and
anywhere in the world.
Zoom call to make
sure it's a good fit
with a Trust Advisor
and low total cost to
make sure everything
is done correctly.
Old Way
Traditional Book Trust
Ongoing fees
Attorney control
Attorney Fees $300-$500/hr
Funding takes 6 to 9 months
New Way
Fully Digital Estate Plan
One-time flat fee
Client control
$95/ yr unlimited access
Funding in 24hrs or less
Old Way
Traditional Book Trust
Ongoing fees
Contact attorney
Attorney schedule
$300-$500/hr
New Way
Digital Estate Plan
One time flat fee for docs
Change anything, anytime, from anywhere
Client's schedule
$95/yr unlimited changes
How it works
Step 1
Schedule a free consultation
Step 2
Our experts will determine if you qualify.
once we determine if its a right fit for you and your family we will fill out your customized trust form together and take payment.
Step 3
An attorney will contact you to help finalize and fund your trust which is the most important part!
ESTATE PLANNING
IN THE 21ST CENTURY
New School Way Of Doing Trusts
Puts Control In The Clients Hand.
Fully encrypted and secure
Get your Trust, Will, Financial POA, and Healthcare POA all for one low upfront cost
Change anything anytime from anywhere in the world
Digital E-Vault system, leave pictures and videos for loved ones
Fund your Trust in 24 hours or less instead of 6 to 9 months
Interactive Medical ID card
Changes are easy
Not one but a team of licensed professionals at your disposal
Documents can't be lost or stolen
Regular legislative updates in real time with no additional fees
One time flat fee for documents
no Cost
Consultations
We sit with our potential clients to make sure this is a good fit for them and their families. No high pressure sales gimmicks or sleezy reps. Professional Trust Advisors to help steer you in the right direction to protect your assets from becoming involved in State Probate to ensure your family receives what you wish them to have not the state government or lawyers.
What client say about us
It was simple, easy and fun!
Darcel Ballentine
Barone LLC.
My husband and I can sleep better at night knowing this is off our chest!
Leatrice Handler
Acme Co.
What client say about us
Legacy Estate Planning made it super easy and simple with a few zoom meetings and phone calls my portal was up and my trust was funded, feels good to be able to sleep well at night knowing my assets are protected.
Darcel Ballentine
Barone LLC.
It was actually quite fun putting everything together with my husband and creating videos to leave behind in the EVault. It was simple, easy, and fun!
Leatrice Handler
Acme Co.
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