Frequently Asked Questions

When generation opens, you'll be able to create a revocable living trust and its supporting documents (schedule of assets, trust funding instructions, and declaration of trust), a last will and testament, powers of attorney (general/durable, health care, and mental health), a HIPAA authorization, and a living will. Additional trust administration documents may be included.

We currently support Arizona and Utah. Documents include the state-specific statutory references for the state you select.

Pricing is per document and per package. The price depends on which documents you select and whether you are an individual or a couple. Bundled packages cost less than buying the same documents individually. See the Pricing page for current rates. Prices apply when document generation opens.

Yes. Some documents and packages have separate individual and couple prices. The couple rate applies to married couples and to non-traditional couples preparing documents together. On the Complete package, documents for you and your partner — one living trust, plus per-person powers of attorney, HIPAA, and living will. See Pricing for package lists.

A few optional provisions carry an additional fee, such as intentionally omitting (disinheriting) a family member or creating a testamentary trust for minor children. Any such amount is shown as a separate line item at checkout. Edits made after the free editing window may incur an amendment fee.

Yes. You can edit your documents within 30 days of purchase at no additional charge. After that window, an amendment fee may apply, and the amount is shown at checkout.

When generation opens, a trust funding instruction packet will be included with the trust documents. It explains the general steps for transferring assets such as real estate, bank and brokerage accounts, and personal property into the trust.

Sensitive data such as Social Security Numbers is encrypted at rest and never stored in plain text. Payments are processed by Stripe; we do not store credit card numbers. See our Privacy Policy for details.