trusteeplan helps you create your will, living trust, and powers of attorney with expert guidance at every step. Powered by trusteeplan.
No legal jargon. No hourly billing. Just a clear plan you'll actually finish.
Your advisor stays with you start to finish—the software handles the legal language.
Sit down with trusteeplan for a short conversation about your family, your assets, and your wishes.
Simple questions in plain English. We turn your answers into attorney-grade documents.
Notarize in person or online, then keep everything in your secure vault—always within reach.
Mix and match the documents and services that fit your family.
Attorney Guidance · Planner Guidance
Standalone Deed · Electronic Deed Recording · Affidavit of Deceased Joint Tenant
Power of Attorney Documents · Power of Attorney over Finances · Power of Attorney over Healthcare
Amendment to Existing Estate Plan · Assignment of LLC Interest or Corporate Stock
In-person Mobile Notary Signing · Remote Online Notarization
Anyone can fill in a form. trusteeplan helps you make the calls that actually matter.
“We'd put this off for years. The team made it feel simple—we finished our whole plan in two sittings.”
“Having someone explain each decision—instead of a blank form—made all the difference for our family.”
“Signed online from our kitchen table. Everything's stored in one place.”
trusteeplan brings the relationship. trusteeplan brings the platform.
State-specific, professionally drafted, and kept current with the law.
Your documents and data are encrypted and stored in your private vault.
You're never handed off to a call center. Your plan stays with your firm.
Sit down with trusteeplanand we'll handle the rest.
Or reach us directly · team@trusteeplan.com
trusteeplan does not provide legal services. Engagement is directly with a network attorney.