top of page

Grab Your Free Estate Planning Document Organizer

Oct 6, 20232 min read

Updated: Oct 15, 2023


Free Estate Planning Workbook from 299trust, a comprehensive guide to manage your assets and secure your legacy.

Diving into estate planning can feel like opening a big box of legos with no instruction manual. Among the many pieces, a 'Living Trust' stands out as a helpful tool to keep things in order. But, often, the thought of the living trust cost can make anyone nervous. Good news - 299trust is offering a free Estate Planning Document Organizer/Workbook to make the process less daunting and more like a friendly game of legos.


Why Bother With An Estate Planning Document Organizer?

Think of an Estate Planning Document Organizer as a friendly guide in your estate planning journey. It helps you keep track of all your stuff - whether it's your house, your bank accounts, or your favorite collection of vintage comic books. Here’s how this free buddy from 299trust can make your life easier:

  1. Ease of Access: Imagine having all your important details in one neat folder, ready to be shared with your family or lawyer whenever needed. It’s like having a clear instruction manual for everyone.

  2. Stay Updated: Life changes, and so should your estate plan. This organizer nudges you to keep things updated, just like adding new lego pieces to your creation as you get them.

  3. Skip the Legal Maze: Nobody wants to get lost in a maze of legal jargon. A well-kept organizer can help skip the confusion, making the transfer of your belongings smoother.

  4. Learn As You Go: This isn’t just a folder; it’s a learning experience. It helps you and your family understand the process, turning a scary task into an informative adventure.

Cut Down Living Trust Cost with 299trust’s Freebie

Worried about the living trust cost? This free Estate Planning Document Organizer/Workbook from 299trust is like a coupon to cut down the cost. It’s tailored to help you with the basics, providing a strong foundation no matter where you live.


Parting Words

Estate planning doesn’t have to be a scary monster under the bed. With the free Estate Planning Document Organizer/Workbook from 299trust, you’re not just organizing; you’re securing peace of mind for you and your loved ones. So why wait? Grab your free organizer, and let’s turn this lego pile into a masterpiece of security and clarity!


Please Download the Estate Planning Workbook Below:





877.560.3222

Comentarios

Thanks for submitting! Enter the discount code 'Trust30' at checkout within 24 hours for 30% OFF, or use 'save20now' when you're ready for 20% OFF!

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.

© 299Trust. All Rights Reserved.

bottom of page