
About 299Trust
A Simple Way to Create Your Own Estate Plan
299Trust is a self-directed online platform that allows individuals and families to create their own estate planning documents from home. You answer guided questions about your situation, and the platform generates a complete set of state-specific documents based on your responses. You review them, print them, sign them, and notarize them according to the instructions provided.
The process works the same way as purchasing do-it-yourself document preparation software and completing your own plan. The decisions and the information are yours. The platform organizes them into the right format and delivers your documents by email in minutes.
299Trust is not a law firm and does not provide legal advice. No one at 299 Estate Planning Services LLC acts as your attorney, and using the platform does not create an attorney-client relationship. You are the one creating your documents. For individuals and families with straightforward planning needs, a self-directed approach is a practical and affordable option. If your situation is more complex, we recommend consulting a licensed attorney in your state.
To learn how the process works, visit How It Works. To see what documents are included in your plan, visit What’s Included. And if you’re still deciding whether a trust is right for your situation, our Do I Need a Trust? page can help.
Who We Are
299Trust is operated by 299 Estate Planning Services LLC, based in San Diego, California. The platform has been used by thousands of individuals and families across the country to create their own estate planning documents.
If you have questions about the platform or need help navigating the process, our support team is available by phone and email.
Phone: 877-560-3222
Email: info@299trust.com
You can also reach us through our Contact page.
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Creating your own estate planning documents starts at $299 for individuals and $399 for joint plans.
