Compare Estate Planning Options

Yes, you can start with a will and create a trust later. However, if you own a home or have significant assets, it's more cost-effective to start with a trust. Creating a trust later means paying for both documents separately.

Joint ownership helps when the first spouse passes, but when the surviving spouse dies, those assets still go through probate. A trust protects your family from probate at both deaths and provides continued management if either spouse becomes incapacitated.

The Living Trust ($689) includes all core documents for probate avoidance. The Premium Trust ($989) adds attorney review and advanced provisions for complex situations like blended families, creditor protection, and beneficiary protection. Choose Premium if you have complicated family dynamics or want maximum asset protection.

If you own a home or real estate, a trust is almost always the better choice. Beyond that, if you want to avoid probate, keep your estate private, or control how your assets are distributed over time, a trust provides protections that a will cannot. Our will page includes a quick quiz to help you decide.

Yes! You can add a Durable Power of Attorney ($39 each) and Advance Health Care Directive ($39 each) to any package. These documents are essential for healthcare and financial decisions if you become incapacitated, and they work alongside both wills and trusts.