How 299Trust Works
With 299Trust, you can create your complete, state-specific estate planning documents online quickly, privately, and without appointments or lengthy steps. The process is designed to be clear, easy to follow, and completed entirely from home.
A Simple Process Anyone Can Complete
Estate Planning Should Feel Straightforward
Step #1
Pick Your Plan
Choose the Individual Plan or the Joint Plan based on your situation. Pricing is clear and upfront, with no hidden fees or subscriptions.
Step #2
Complete a 5-Minute Questionnaire
Answer simple, fill-in-the-blank questions about your preferences, assets, and the people involved. No prior experience or technical knowledge is required.
Step #3
Receive Your Documents by Email
Your complete document set is created automatically from your answers and emailed to you within minutes. All documents are customized to your state’s laws and ready for download.
Step #4
Print, Sign, and Notarize
Once you print, sign, and notarize your documents according to your state’s requirements, your estate plan is complete and ready to store securely. There are no additional online steps.
