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Secure Your Legacy: Easy & Affordable Online Will & Trust Guide

Updated: Sep 17, 2023

A happy family enjoying quality time together, symbolizing the peace of mind that comes with having secure estate planning through 299Trust.

Taking proactive steps to secure your family's future is a wise decision, and setting up a online will & trust is a solid strategy to ensure your loved ones enjoy financial security, even when you are no longer around. This guide will provide comprehensive information on how to start a trust, its various types, and the pros and cons of this unique estate planning option.

Whether you're thinking about setting up a trust for your family or just seeking to broaden your knowledge on this subject, our guide will provide all the information you need.

Understanding Online Estate Planning

Family trusts are legally binding estate planning instruments that offer financial protection for you and your family. Like other trusts, they may help you avoid probate, delay or reduce taxes, and protect your assets. Family trusts serve as a direct financial benefit to your family from your estate planning.

Trusts involve three parties: the grantor (you, who creates the trust), the trustee (the person or people you nominate to manage the trust), and the beneficiaries (those who will financially benefit from your estate upon your passing).

Types of Family Trust Funds

Family trusts come in several types, each offering unique benefits based on your goals. Here's a brief overview:

  • Irrevocable Family Trust: Once set up, this trust cannot be easily canceled or changed. The grantor loses control over assets once the trust is funded, often used for asset protection.

  • Revocable Family Trust: This trust can be modified or dissolved at any time, offering flexibility.

  • Living Trust: This legal document holds your assets while you're alive and details your wishes for these assets after you pass away.

  • Marital Trust: Also known as an "A" Trust, this trust ensures that assets pass to a surviving spouse upon the death of the first spouse.

Pros of a Family Trust

Understanding the pros and cons of family trusts can help you decide if this path suits your estate planning goals:


  • Avoidance of Probate: Trusts offer the benefit of avoiding probate, a time-consuming and often stressful process.

  • Simplicity and Flexibility: Family trusts are easy to create, manage, and update, especially if they're not irrevocable.

  • Tax Benefits: A well-planned trust can limit estate tax exposure.

  • Legal Protection: With the right trust, assets can be protected from lawsuits, bankruptcy, or divorce.

Setting Up a Family Trust Online

To set up your family trust, follow these steps:

Step 1: Draft a Trust Document

Start by drafting a trust agreement document that lists all assets and names all beneficiaries associated with the trust. The agreement will also name a trustee(s) and include instructions detailing how the trust's assets should be managed.

Step 2: Set Up Your Family Trust Online

You can use an online service like to create your family trust. The process is simple, affordable, and safe, saving you from expensive attorney fees or the risks of DIY options. With our attorney-designed, state-specific documents, you can create your perfect estate plan in just a few minutes.

Step 3: Transfer Your Assets into the Trust

The final step is to transfer your assets into your new family trust. Reach out to each financial institution where you have

In conclusion, planning for the future may seem daunting, but with the right tools, it doesn't have to be. Online estate planning services like have made it simpler, more affordable, and more accessible than ever before. Whether you're planning for an individual or a couple, these platforms offer comprehensive packages to help secure your future and the future of your loved ones. Remember, while these services make estate planning easier, they are not a substitute for professional legal advice. So, if your situation is complex, be sure to consult with a legal advisor. Secure your legacy and peace of mind today with online estate planning.


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