Estate Planning

Estate planning, on your terms.

Build your trust, will, and power of attorney at your own pace — no attorney required, then keep it all safe in your LifeAccount.

In partnership with Trust & Will.

Trust-Based Estate Plan

A complete trust-based estate plan — avoid probate, keep things private, and spell out exactly what happens.

$499one-time
LifeAccount members save $150
Revocable Living Trust
Pour-Over Will
Certification of Trust
Schedule of Assets
Trust Funding Guide
Power of Attorney
Advance Health Care Directive
HIPAA Authorization

A Joint Trust is available only for couples who are legally married or in a legal civil union. If you are not legally married, please choose the Individual plan.

Get started →

One-time payment. Documents are prepared through Trust & Will, then stored safely in your LifeAccount Legal vault.

LifeAccount members save $150 →

How it works.

01

Choose your plan

Pick an individual plan, or a Joint Trust for married couples. One simple, one-time price — no monthly fees, no surprises.

02

Build with Trust & Will

Answer plain-language questions at your own pace — about thirty minutes, on your couch. Your documents are prepared by our trusted partner, attorney-designed and state-specific, ready to sign.

03

Store in your LifeAccount

Sign, notarize, and upload the finished copies to your Legal vault — so the people you trust always know where they are, and you can update everything as life changes.

A partner you can trust.

We chose Trust & Will because they've built the best modern estate-planning experience in the country — designed by attorneys, used by hundreds of thousands of families.

Attorney-designed

Every document is drafted by estate-planning attorneys and tailored to the laws of your state — not a one-size-fits-all template.

Valid in all 50 states

Your plan is legally binding and state-specific — wherever you live, wherever you move.

Done in about 30 minutes

Plain-English questions, no legal jargon — most members finish their plan in a single sitting.

Free spouse account

Married couples are offered a complimentary Joint Trust covering both partners — one plan, both of you protected.

Update anytime

Life changes — your plan should too. Edit your documents whenever a baby is born, an asset is added, or your wishes evolve.

Bank-level security

Encrypted in transit and at rest, then stored in your private LifeAccount Legal vault.

A simpler way to do it right.

Same documents the attorney would draft. A fraction of the cost and time.

Traditional attorney
LifeAccount + Trust & Will
Cost (basic plan)
$1,500 – $3,000+
From $499 ($349 for members)
Time to complete
Several weeks of appointments
About 30 minutes
Update later
Hourly billing every time
Free, anytime, online
Stored where your family can find it
In a drawer or safe deposit box
In your LifeAccount Legal vault
State-specific & legally binding
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Your life, organized for the people you love.

Create your free LifeAccount, save $150 on your estate plan, and keep everything that matters in one secure place.

Create your free LifeAccount →