Wills, Trusts & Planning
Transparent. Supportive. Affordable.
We believe everyone deserves access to quality estate planning tools—without confusion or unnecessary expense.
Welcome to Wills, Trusts & Planning
Planning for the future can feel overwhelming—especially when it involves important decisions about your family, your assets, and your legacy. Many people delay creating a will or trust not because they don’t care, but because the process feels intimidating, expensive, or unclear. We are here to change that.
At Wills, Trusts & Planning, our mission is to make estate planning accessible, straightforward, and affordable—without sacrificing care, accuracy, or professionalism. We help individuals and families take meaningful steps to protect what matters most by preparing essential estate planning documents based on their unique needs and intentions.
We are a legal document preparation service, not a law firm. We do not provide legal advice or legal representation. Instead, we work closely with our clients through a structured intake process to accurately prepare wills, trusts, and related documents using the information you provide. Your documents are completed based on your choices, your goals, and your responses—clearly and carefully reflected in the final paperwork.
This approach allows you to remain in control of your decisions while avoiding the high costs often associated with traditional legal services. Because we are not attorneys and do not bill at hourly legal rates, we are able to offer estate planning document preparation at a fraction of the cost—making future planning attainable for more families.
Our role is to guide you through the process, explain what information is needed, ensure forms are properly completed, and help you feel confident that your wishes are clearly documented. Many clients appreciate that our process is calm, supportive, and free from pressure—designed to meet you where you are in life.
Estate planning is not just for later in life or for those with significant assets. It is for anyone who wants clarity, organization, and peace of mind. Whether you are planning for children, protecting property, preparing for unforeseen circumstances, or simply putting your wishes in writing, we are honored to support you.
Your future deserves intention. Your loved ones deserve clarity. We are here to help you take that step—simply, thoughtfully, and affordably.
How We Work
Services
What We Do
Preparation Services
We provide professional legal document preparation services for estate planning needs, including wills, trusts, and related planning documents.
Our role is to:
- Prepare estate planning documents based entirely on the information you provide
- Guide you through a clear and structured intake process
- Ensure your documents accurately reflect your stated wishes and selections
- Assist with form completion, organization, and document presentation
- Provide a supportive, educational, and stress-free experience
We work closely with you to gather the necessary details and ensure everything is completed correctly and clearly. Our process is designed to help you feel confident, informed, and organized—without pressure or unnecessary complexity.
Because we are not a law firm and do not provide legal advice, we are able to offer these services at a fraction of the cost typically charged by attorneys, making estate planning more accessible to individuals and families.
What We Don’t Do
Limitations
To ensure transparency and clarity, it is important to understand our limitations.
We do not:
- Provide legal advice or legal opinions
- Interpret or recommend specific legal strategies
- Represent clients in legal matters or court proceedings
- Act as attorneys or replace legal counsel
- Advise on tax consequences, asset protection strategies, or complex legal planning
If you require legal advice or have complex legal questions, we encourage you to consult with a licensed attorney. Many clients choose to use our document preparation services either before or alongside an attorney relationship, depending on their needs.
About Us
Transparent Pricing,
Real Value
We believe estate planning should be accessible—not intimidating or financially out of reach.
At Wills, Trusts & Planning, our pricing reflects our role as a legal document preparation service. We prepare wills, trusts, and related documents based on your information and selections, without providing legal advice or legal representation. This allows us to offer professional, high-quality document preparation at a fraction of the cost typically charged by law firms.
There are no hourly rates, no surprise fees, and no pressure to purchase services you do not need.
Guaranteed Results
Accessible, straightforward, and affordable.
Quality Services
Guide you through a clear and structured intake process.
Our Pricing
Will Package
$300
Includes:
Final review for completeness and accuracy
Last Will and Testament
Naming of beneficiaries and personal representatives
Guardianship designations for minor children (if applicable)
Structured intake process and document preparation
Trust Package
$800
Includes:
Support throughout the document preparation process
Revocable Living Trust document
Structured intake and document preparation
Clear reflection of your stated wishes and selections
Complete Estate Planning Package
$1,100
Includes:
Coordinated preparation to ensure consistency across documents
Revocable Living Trust
Last Will and Testament
Pour-Over Will
Related supporting estate planning documents
Add-On Services (Optional)
Document Updates or Revisions – starting at $100
Additional Supporting Documents – pricing varies by document
Execution Guidance – included (we provide instructions, not legal advice)
Frequently Asked Questions
Have Any Questions For Us?
Please browse our FAQ’s and feel free to contact us with any additional questions.
Do I need an attorney to create a will or trust?
Not everyone does. Many individuals and families have straightforward planning needs and are comfortable making their own decisions with properly prepared documents. Our services are designed for clients who know what they want and need help ensuring those wishes are clearly and accurately documented.
If your situation is complex or requires legal advice, an attorney may be appropriate. We are happy to support you with document preparation while you seek legal guidance separately, if desired.
Are you a law firm?
No. We are a legal document preparation service, not a law firm. We do not employ attorneys and do not provide legal advice or legal representation.
How do you prepare my documents?
We use a detailed intake process to collect the information needed to prepare your documents. Your will or trust is created based entirely on your responses, selections, and instructions. We ensure accuracy, completeness, and clarity in how your wishes are reflected in the final documents.
Why is your service more affordable than an attorney?
Because we do not provide legal advice or bill hourly legal fees, our costs are significantly lower. This allows us to offer high-quality document preparation services at a fraction of the cost of traditional estate planning through a law firm.
Will my documents be legally valid?
Properly completed estate planning documents can be legally valid when executed in accordance with your state’s requirements (such as signing, witnessing, and notarization where applicable). We provide guidance on execution requirements but do not offer legal advice regarding enforceability or legal interpretation.
What if I’m not sure what I need?
Many clients start the process feeling unsure—and that’s okay. Our role is to explain what information is needed and walk you through the intake process so you can make informed choices. If you reach a point where legal advice is needed, we will let you know so you can consult an attorney.
Who is this service best suited for?
Our services are ideal for:
• Individuals and families with straightforward estate planning needs
• Clients seeking affordability and transparency
• Those who want control over their decisions without legal pressure
• Anyone looking to get their planning done now rather than putting it off