ESTATE PLANNING · IN PARTNERSHIP WITH TRUST & WILL
A will or living trust, done right — without the attorney runaround.
Trust & Will is the estate planning platform we hand our clients to when it's time to put a will or revocable living trust in place. State-specific, attorney-backed documents, done online in about 20 minutes — and it's coordinated with our sister firm, Legacy Stewards, so your estate plan actually matches your tax and business picture.
Guided -- Will or Trust, Your Choice
A simple last will or a full revocable living trust — Trust & Will walks you through a short questionnaire and builds state-specific documents around your answers.
attorney-backed
ATTORNEY-BACKED — Built On Real Legal Review
Documents are drafted using attorney-created templates for your state, so what you sign is built to hold up, not a generic form.
guided
Simple Guided Process
Our modern, online-friendly approach simplifies complex decisions into a clear step-by-step experience.
PRICING
$449 / $179 — Priced Through Our Partnership
A revocable living trust is $449 and a simple will is $179 when you go through Legacy Stewards — below standalone Trust & Will pricing, and coordinated with your tax plan.
GOOD FIT IF YOU
- ● Don't have a will or trust in place yet, or haven't updated one in years
● Own a business and want your estate plan to match your entity structure
● Want this handled without a series of pricey attorney meetings
HOW IT WORKS
- 1. Tell us a bit about your family and assets
2. We hand you off to Legacy Stewards to build your will or trust online
3. Sign, notarize, and store your documents — we help keep it current as your situation changes
A living trust is $449 and a will is $179 through Legacy Stewards — ready to get started?
Trust & Will documents are prepared through the Trust & Will platform in coordination with Legacy Stewards, our sister firm. Powell United does not draft legal documents or provide legal advice; estate planning is handled by Legacy Stewards and its platform partner.