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Family creating their living trust online using the 299Trust platform from home.

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.

The information contained in the forms wizard is not legal advice and is provided for informational and/or educational purposes only. The information, templates, wizards, forms, tips, and tools provided on the 299trust.com websites are not legal advice. 299 Estate Planning Services LLC is not a law firm, and the employees and contractors of 299 Estate Planning Services LLC are not acting as your attorneys. They are not a substitute for the advice of your own attorney or a law firm licensed to practice law in your state. The employees or contractors of 299 Estate Planning Services LLC who wrote or modified any form, template, wizard, tip, or tool are NOT providing legal or any other kind of advice and are not creating or entering an Attorney-Client relationship. Although we make every reasonable effort to ensure the accuracy, currency, and usefulness of our information and templates, we recommend consulting a lawyer licensed to practice law in your state for professional assurance that our materials and your interpretation of them are appropriate for your particular situation. Our templates, tools, and information are not guaranteed to be correct, complete, or up-to-date. The software and tools provided by 299 Estate Planning Services LLC are not a substitute for the advice of your own attorney. Any templates or tools where you provide information or make choices, even if based on suggestions or tips provided by 299 Estate Planning Services LLC, do not represent the advice of 299 Estate Planning Services LLC or the practice of law. The completed or generated documents are self-help forms and do not constitute legal advice. 299 Estate Planning Services LLC is not permitted to engage in the practice of law and is prohibited from providing any advice, explanation, opinion, or recommendation to a consumer about legal rights, remedies, defenses, options, selection, or completion of forms or strategies.

The self-help forms are provided "as is" without any express or implied warranty of any kind, including warranties of merchantability, non-infringement of intellectual property, or fitness for any particular purpose. In no event shall 299 Estate Planning Services LLC, or its agents, officers, or attorneys be liable for any damages whatsoever (including, without limitation, damages for loss of profits, business interruption, or loss of information) arising out of the use of or inability to use the self-help forms, even if 299 Estate Planning Services LLC has been advised of the possibility of such damages. Communications between you and 299 Estate Planning Services LLC are protected by our Privacy Policy but are NOT protected by the attorney-client privilege or work product doctrine, as 299 Estate Planning Services LLC is not a law firm and is not providing legal advice. Please also note that your access to and use of 299 Estate Planning Services LLC is subject to additional terms of service.

 

© 2026 299Trust. All Rights Reserved.

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