Trust Package
Protect what matters most.
Create a revocable living trust package with guidance from your PlanLegit Coordinator.
$2,495one-time retail price before discounts
What's included
- Revocable living trust (individual or joint, where eligible)
- Pour-over will
- Advance healthcare directive and financial power of attorney
- Secure document vault and document updates
- One-on-one platform guidance and trust funding support
Your Roadmap
Here's What Happens Next
After your purchase, three simple steps help you prepare for your Document Creation Meeting.
Schedule Your Meeting
Book your one-on-one Document Creation Meeting with your PlanLegit Coordinator. You'll review your information, discuss your wishes, and learn the next steps.
Review & Sign Your Agreement
You'll receive an agreement electronically. Review and sign it to move forward with your estate planning documents.
Complete Your Intake Forms
After your agreement is signed, you'll receive forms about your family, assets, beneficiaries, and wishes. Complete them before your meeting.
Complete your trust purchase
Enter your information, apply a coordinator-provided discount code if you have one, and pay securely using the checkout form below.
Disclosure: The estate planning platform you are accessing provides self-help legal forms and related educational resources, including Attorney Approved Document Forms made available through a third-party software provider, PlanLegit. PlanLegit, YWAIT Insurance Solutions Corp., its Coordinators, and its software provider are not law firms and do not provide legal advice or tax advice. No attorney-client relationship is created through your use of the platform, and you are representing yourself in any legal matter undertaken. The information and tools provided are for general educational purposes only and may not address your specific situation. If you need legal or tax advice tailored to your circumstances, you should consult with a licensed attorney or qualified tax advisor in your jurisdiction. Any fee charged for use of this platform is an administrative fee for access to the software and related support, not a fee for legal services.
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