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Estate Planning for Individuals and Joint Plans

A Clear Way to Put Your Wishes in Writing

Whether you are creating a plan for yourself or planning jointly, a living trust estate plan helps you clearly put your wishes in writing. Clear instructions can make things easier for the person you choose to handle your affairs later. 299Trust provides a straightforward online process designed for individual and joint planning needs.

Living Trusts Online Starting at $299 | Simple Estate Planning | 299Trust

Your Trust and Supporting Documents

Created from one simple online questionnaire

One simple process. A full set of state-specific documents.

Step #1

Answer a Few Guided Questions

Complete a simple, fill-in-the-blank questionnaire designed to be clear and easy to follow. No legal knowledge or appointments required. 

Step #2

Your Documents Are Created Automatically

  • Revocable Living Trust

  • Last Will & Testament

  • Durable Financial Power of Attorney

  • Medical Power of Attorney

  • Advance Healthcare Directive

  • Final Wishes Document

Step #3

Receive Your State-Specific Documents

Your documents are customized to your state’s laws and emailed to you instantly, ready for download, printing, and signing.

 

It is a straightforward, one-time process designed to be fast and stress-free.

Living Trusts Online Starting at $299 | Simple Estate Planning | 299Trust

Why Many People Choose a Living Trust

A living trust helps create clear instructions for how your affairs should be handled. When your wishes are documented in advance, the process can be more efficient and more private for the assets placed inside the trust. Many people choose a trust to create structure and reduce uncertainty.

Living Trusts Online Starting at $299 | Simple Estate Planning | 299Trust
Living Trusts Online Starting at $299 | Simple Estate Planning | 299Trust

Benefits for You and the Person You Choose

​A trust brings peace of mind for you and clarity for the person you choose to step in. When your instructions are fully written down, there is less room for confusion or difficult decisions.

Living Trust Designed for Real Life

Whether you are planning on your own or together with someone else, this process is meant to be clear and approachable. You move at your own pace and complete everything when it works for you.

Living Trusts Online Starting at $299 | Simple Estate Planning | 299Trust

Create Your Trust Online

Start when you are ready, complete the steps online, and receive your state-specific documents in minutes. Your plan is ready to print, sign, and store.

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.

 

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