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How to Create a Living Trust Online

Setting up a living trust used to mean hiring an attorney, scheduling multiple appointments, and spending $2,000 to $5,000 in legal fees. With 299Trust, you can create a living trust online from home in minutes, without a lawyer, without confusion, and for a fraction of the cost.

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A Simple Process Anyone Can Complete

Estate Planning Should Feel Straightforward

Step #1

Pick Your Plan

Choose the plan that fits your situation. The Individual Plan ($299) is designed for one person creating their own estate planning documents. The Joint Plan ($399) is for married couples or partners who want to create their trust together. There are no hidden fees, no subscriptions, and no upsells. See full pricing details.

Step #2

Complete a 5-Minute Questionnaire

The questionnaire asks straightforward questions about your assets, your beneficiaries, who you want to manage your trust, and your preferences for healthcare decisions and financial management. The questions automatically adjust based on your state's laws, so your documents will comply with the specific requirements where you live.

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Step #3

Receive Your Documents by Email

Once you submit your questionnaire, your complete estate planning document set is generated automatically and sent to your email within minutes. Your document package includes: Revocable Living Trust - Pour-Over Will (with guardianship nominations if you have minor children) - Durable Financial Power of Attorney - Medical Power of Attorney - Advance Healthcare Directive (Living Will) - Final Wishes DocumentEach document is formatted and ready to download as a PDF. See everything that's included in your plan.

Step #4

Print, Sign, and Notarize

Print your documents, sign them in front of a notary, and your estate plan is legally complete. Most states require notarization for a living trust, and some also require witnesses for certain documents. The final and most important step is funding your trust, transferring assets like real estate, bank accounts, and investment accounts into the trust's name. A trust only covers assets that have been properly transferred into it. Learn more about how to fund your living trust.

Father and Daughter Looking at Tablet

Ready to Get Started?

Estate planning has been expensive and complicated for too long. 299Trust was created to change that. Complete a short questionnaire from home and receive your state-specific living trust documents by email in minutes.

Individual Plan: $299 | Joint Plan: $399

If you're still wondering whether you actually need an attorney, this guide breaks down when DIY works and when it doesn't.

Family in the Park

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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