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Frequently Asked Questions
Answers to common questions about creating a living trust online with 299Trust, including state-specific estate planning documents and our simple process.
Yes. Your documents are generated using your information and are state-specific. Your plan includes documents formatted for the laws of your state.
Most users receive their complete document set by email within minutes after completing the
questionnaire.
If anything in your life changes, you can go back through the process to create an updated set of
documents whenever needed. Many people update their documents after major life events such as marriage, the birth of a child, or a move to a new state.
Yes. 299Trust is a self-directed platform that allows you to create your own documents based on the
information you provide. To learn more about how the platform is structured, visit our About page.
No. The questions are written clearly and designed so anyone can complete them without previous
estate-planning experience.
Once your documents are emailed to you, simply print, sign, and notarize them according to the
included instructions. Store them securely afterwards. For step-by-step details, visit How It Works.
Many people place assets such as real estate, bank accounts, investment accounts, and personal property into a living trust. The types of assets included can vary depending on personal circumstances and how the trust is structured.
Learn more about how living trusts work.
Certain assets, such as retirement accounts and life insurance policies, are often handled separately because they already include beneficiary designations. How assets are handled can depend on individual preferences and planning goals.
Learn more about what a living trust does and does not cover.
Many people choose to place their home into a living trust to help simplify the transfer of property and potentially avoid probate. Whether a home is transferred into a trust can depend on ownership structure and personal planning considerations.
Learn more about how living trusts work.
Assets that are not transferred into a living trust may still be subject to probate or handled separately from the trust. Properly funding a trust is an important part of how it functions.
Learn more about how a living trust works.
Many people choose to create a living trust online using guided platforms designed to simplify the process. Online trust creation typically involves answering questions and generating documents based on the information provided.
Learn more about how our online process works.
Some people work with attorneys to create a living trust, while others use online platforms to prepare trust documents. The approach chosen often depends on comfort level, complexity, and personal preference. For a detailed guide on when you can create a trust without an attorney and when professional help is worth it, see Can You Set Up a Trust Without an Attorney?
Learn more about how living trusts are created online.
299Trust is operated by 299 Estate Planning Services LLC, based in San Diego, California. The platform has helped many individuals and families create their own estate planning documents. To learn more, visit our About page.
An individual plan is $299 and a married or joint plan is $399. Both include a full set of estate planning documents. There are no hidden fees, monthly charges, or upsells. For a full breakdown, visit our Pricing page.
Your plan includes a Revocable Living Trust, Last Will & Testament (with guardianship nomination if needed), Durable Financial Power of Attorney, Medical Power of Attorney, Advance Healthcare Directive, and Final Wishes Document. All documents are state-specific and delivered to your email in minutes. Joint plans include documents for both individuals. For the full list, visit our What's Included page.
These documents are available as part of the platform. A financial power of attorney designates someone to manage your finances if you are unable to do so. A healthcare directive outlines your medical wishes. For details, visit our POA & Healthcare page.
A living trust takes effect during your lifetime and allows your assets to pass to your beneficiaries without going through probate. A will only takes effect after death and must go through the probate process. Many families use both. For a detailed comparison, visit our Living Trust vs. Will page.
A contingent beneficiary is the backup person or organization designated to receive your assets if your primary beneficiary is unable or unwilling to accept them. Naming contingent beneficiaries in your living trust, life insurance, and retirement accounts helps give your assets a clear destination and keep them out of probate.
The software creates your documents and emails them to you when you finish the questionnaire, so purchases are final, except in the cases listed in our Refund Policy: duplicate charges, technical problems, documents not received, or software errors, if you contact us within 30 days of your purchase. This does not limit your rights under state law. Have questions before or after you buy? Call 877-560-3222 or email info@299trust.com.
Our platform creates documents for residents of every U.S. state and Washington, D.C., except Louisiana and North Carolina.
Call us at 877-560-3222 or email info@299trust.com. We can answer questions about using the platform and the general steps for signing your documents and moving assets into your trust. Because 299Trust is not a law firm, we can't give legal advice about your situation.
Start When You’re Ready
Creating a Living Trust doesn’t have to be overwhelming. With 299Trust, you can start anytime, complete everything at your own pace, and finish with your wishes clearly documented and ready to sign.
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