What’s Included in Your Estate Plan
Everything You Need, Created Together
With 299Trust, you receive a complete set of estate-planning documents created through one simple online process. All documents are generated from the information you provide and customized to your state’s laws, so everything works together clearly and consistently.
Your Complete Document Set
Everything included to create a clear, complete estate plan
Last Will & Testament
Your Will includes guardianship nominations for minor children and provides instructions for any assets not placed inside your Trust. It works alongside your Trust to complete your plan.
Revocable Living Trust
Your Living Trust outlines how assets placed inside it should be managed and distributed. It helps create a smoother, more private process for the person handling your affairs and reduces unnecessary steps later on.
Medical Power of Attorney
A Medical Power of Attorney names the person who can speak with doctors and make medical decisions on your behalf if you cannot communicate your wishes.
Durable Financial Power of Attorney
This document names the person who can manage financial and day-to-day responsibilities, such as paying bills and handling accounts, if you are unable to do so yourself.
Final Wishes Document
Your Final Wishes Document lets you clearly state preferences for cremation, burial, and other personal wishes you want documented.
Advance Healthcare Directive
This document allows you to outline your preferences for certain medical situations, giving healthcare providers and loved ones clear guidance during difficult moments.
Created Together and Delivered Instantly
Once you complete the online questionnaire, your entire estate plan is created automatically and emailed to you within minutes. Each document is designed to work together seamlessly, providing clarity for you now and clear guidance for the people who may need to step in later. Your documents are ready to download, print, sign, and store securely.
