Prepare & Protect Your Loved Ones

With an Easy, Affordable Estate Plan

You may not think you have “an estate,” but if you have a family, you’ve got something precious to proactively protect.

877.560.DACA (3222)

A small investment today can save you thousands later

We believe that everyone deserves easy, painless, affordable estate planning. Using the same software as high-priced attorneys, you can create an estate plan from the comfort and convenience of your own home that effectively safeguards your loved ones — and your legacy.  


Probate and its fees — starting at $4,000 in California — can be a heart-breaking burden that compounds your family’s distress if the worst occurs. 

We’re here to help! If you have questions about how using our self-starter estate planning service saves you $1,000s & provides your family with legal protection, you can talk to a real person in our office.

Why You Need an Estate Plan 

& A Living Trust

Avoid Probate & Fees

A Living Trust, not a will, keeps your assets out of probate and saves your family thousands of dollars in fees

Pick Your Proxies

Take control of who makes critical decisions on your behalf or takes care of your minor children if you can’t. 

Protect Your Privacy

Also unlike wills, living trusts aren’t made public upon your death, so your estate is privately distributed.

Living Trust

Power of Attorney

HIPPA Waiver/Authorization

Last Will & Testament

Advance Healthcare Directive

Burial Instructions 

Estate Plans Aren’t Overly Complicated — But They Are Vital

The Components of an Estate Plan


Includes: Living Trust, Will, Power of Attorney, Healthcare Directive, HIPPA Waiver & More!

Individual

$299

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive, HIPPA Waiver & More!

Married (Non-Traditional)

$399

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive, HIPPA Waiver & More!

Non-Traditional Couple

$399

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive, HIPPA Waiver & More!

Married (Traditional)

$399

Just 5 Minutes to Protect Your Family With An Instant Estate Plan

Save thousand$ in unnecessary legal fees today & probate fees tomorrow!

It’s that simple: if you have a straightforward estate, all you have to do is answer a 5-minute questionnaire and you’ll get your full estate plan and living trust or individual documents delivered to your inbox in just 5 minutes. Sign in front of a notary, and your estate planning is done!

If you need additional help or have specific circumstances, such as a special needs trust for a disabled child or loved one, click here.

If you need additional help or have specific circumstances, such as a special needs trust for a disabled child or loved one, CLICK HERE

Make minor changes to your existing living trust.

Amendment

$29

Appoint key individual(s) to make your medical decisions if you couldn't.

Healthcare Directive

$29*

 Name beneficiaries for assets that could not be listed under your trust. Appoint a guardian for your minor children.

Will & Guardianship

$39*

Appoint key individual(s) to make your financial decisions if you couldn't.

Power Of Attorney

$29*

Individual Forms Pricing Menu

Need to make minor changes to your existing living trust & estate plan?

*$39 (joint)

*$39 (joint)

*$49 (joint)

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive & HIPAA Waiver

Individual Plan

$499

Includes: Living Trust, Will, Power of Attorney, Healthcare Directive & HIPAA Waiver

Joint Plan

$699

Per Form Which Includes: Amendment, Power of Attorney, Healthcare Directive & Will/Guardianship

Individual Forms

$199

Need More Specific Help? 

We’re Here For You.

We are dedicated to making your estate planning easy, painless and affordable — including when you have special circumstances that you want reflected in your documents. For example, you might have a specific objective, like setting up a special needs trust for a disabled dependent or wanting to spell out conditions necessary for a beneficiary to receive an inheritance. We can help ensure your customized instructions are properly integrated into your documents.

Our pricing structure for both instant and in-office document preparation is still a fraction of what an attorney charges. With your direction, we can put your documents together for you, print and ship them to you within 7 business days.


Customized, Complete Estate Plan & Forms

We put It together at your direction, print & shipped it to you within 7 business days

What do our customers have to say?

"We saved over $1000 by using 299trust.com for our living trust"

Chris & Ann

San Diego, CA

"I got my living trust & estate plan done in 5 minutes using the instant document services"

Katie

Sacramento, CA

We make your estate planning easy, painless, affordable.

Got questions? We’re here to help.


© 2018 DACA Financial Group

Documents are prepared by DACA Trust Services a subsidiary of DACA Financial Group, a legal document assistant registered in the County of San Diego, Registration #131, expires 4/7/2020. DACA Trust Services is not an attorney or law firm but provides self-help services at your direction. Other fees may apply. Fees are subject to change without notice.Tax Rates is based on basic individual or joint returns, A fee may be assessed for more complicated returns. Fees are subject to change without notice. 12 month contract commitment required. Income Tax Preparation for Single and Joint Filers includes: schedule A, schedule B, schedule 10, 1040ES, 4868, 8283, 8453, 8812, 8867, & applications for automatic extension


Terms & Conditions

The information contained in forms wizard is not legal advice and is for informational and/or educational purposes only. The information, templates, wizards, forms, tips, and tools provided in and through 299trust.com & dacafg.com is not legal advice. DACA Financial Group is not a law firm and the employees and contractors of DACA Financial Group are not acting as your attorneys, and none of them are a substitute for the advice of your own attorney or law firm licensed to practice law in your state. The employees or contractors of DACA Financial Group who wrote or modified any form, template, wizard, tip, or tool are NOT providing legal or any other kind of advice, are not creating or entering an Attorney-Client relationship. Even though we take every reasonable effort to attempt to make sure our information / templates are accurate, up to date, and useful, we recommend that you consult a lawyer licensed to practice law in your state if you want professional assurance that our materials, and your interpretation of it or them, and the information and input that you provide, is appropriate to your particular situation. These templates, tools, and information are not guaranteed to be correct, complete or up-to-date. DACA Financial Group software is not a substitute for the advice of your own attorney. DACA Financial Group tools and templates where you provide information or make choices, even if based upon suggestions or tips provided by DACA Financial Group and resulting in a document where that information or the outcome of your choices, does not and is not intended to represent the advice of DACA Financial Group, or the practice of law. These completed or generated documents are no more than self-help forms. DACA Financial Group is not permitted to engage in the practice of law. DACA Financial Group is prohibited from providing any kind of advice, explanation, opinion, or recommendation to a consumer about possible legal rights, remedies, defenses, options, selection or completion of forms or strategies.

SELF-HELP FORMS IS PROVIDED "AS IS" WITHOUT ANY EXPRESS OR IMPLIED WARRANTY OF ANY KIND INCLUDING WARRANTIES OF MERCHANTABILITY, NONINFRINGEMENT OF INTELLECTUAL PROPERTY, OR FITNESS FOR ANY PARTICULAR PURPOSE. IN NO EVENT SHALL DACA FINANCIAL GROUP, OR ITS AGENTS, OFFICERS OR ATTORNEYS BE LIABLE FOR ANY DAMAGES WHATSOEVER (INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF PROFITS, BUSINESS INTERRUPTION, LOSS OF INFORMATION) ARISING OUT OF THE USE OF OR INABILITY TO USE THE SELF-HELP FORMS, EVEN IF DACA FINIANCIAL GROUP HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. Communications between you and DACA Financial Group are protected by our Privacy Policy but are NOT protected by the attorney-client privilege or work product doctrine since DACA Financial Group is not a law firm and is not providing legal advice. Please also note that your access to and use of DACA Financial Group is subject to additional terms of service.