Not sure which fits? and we’ll recommend the right one for your situation.
For individuals and couples with a straightforward situation: a home, bank accounts, and clear beneficiaries. Answer a guided questionnaire and generate your revocable living trust document, ready for signing and notarization. You’ll learn exactly how your trust works, why it keeps your family out of probate court, and how to fund it properly. Includes the “Which Trust Fits Me?” survey, your funding checklist, and state-by-state signing instructions.
Everything in Basic, plus the full picture for families whose situation goes deeper: blended families, business owners, real estate in multiple states, special needs beneficiaries, or serious tax planning. Includes the complete 55+ trust type library, the decision tree that matches your exact situation to the right structure, your personal document vault, and the attorney handoff packet — a professional summary of your goals and assets that saves you hours of billable time.
Secure checkout via Stripe. One-time payment — no subscriptions, no recurring billing. Basic Trust owners can upgrade to The Complete Legacy anytime for $300 — never full price again.
Each plan is designed for one household. Additional households may be added at any time.
For an adult child, parent, grandparent, sibling, or business partner. Includes a separate survey, blueprint, attorney packet, vault, and AI recommendations.
Examples: Adult child, parent, grandparent, sibling, business partner
A dedicated preparation slot for an additional business — separate asset mapping, ownership structure, succession planning, and attorney packet.
Examples: Additional LLC, corporation, or partnership
Up to 5 additional households in one purchase — perfect for large families building multiple Family Wealth Blueprints.
Examples: Multi-generational families building 3–5 blueprints
Household add-ons require The Complete Legacy. Each additional household receives its own separate survey, blueprint, attorney packet, vault, and AI recommendations.
Or
Once your structure is complete, connect directly with attorneys prepared to review and legally execute the exact framework you already built.
Attorney fees, filings, and jurisdiction-specific execution are billed separately by the attorney. AssetsandTrust™ prepares the structure — your attorney executes it.