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Living Trust Estate Plan Pricing

Flat fee living trust estate plan packages start at $299 for individuals and $399 for joint plans. Each plan includes a revocable living trust, will, durable financial power of attorney, medical power of attorney, and advance healthcare documents prepared through our guided online platform. Estate planning should be clear and predictable, so you can choose the plan that fits your situation and complete your documents at your own pace with no hidden fees, no appointments, and no hourly billing.

Affordable Estate Planning

Protect Your Assets and Your Loved Ones,
Starting at Just $299

You know the cost upfront. There are no hourly charges or surprise fees. You receive a complete, state-specific set of documents created quickly and privately.

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$299

Individual Plan

Designed for one person creating their own estate-planning documents. This includes a Revocable Living Trust, Will (with guardianship nomination if needed), Durable Financial Power of Attorney, Medical Power of Attorney, Advance Healthcare Directive, and Final Wishes Document. Your documents are state-specific and delivered to your email in minutes.

Family Eating Together

$399

Joint Plan

Created for two people completing their documents together. This includes a shared Trust, Wills for both individuals, Financial and Medical Powers of Attorney for both, Healthcare Directives, and a shared Final Wishes Document if desired. Documents are state-specific and generated from your answers.

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Choose Your Plan

Select the plan that fits your situation and begin creating your documents when you are ready.

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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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