Estate
Planning Made

Estate Planning Made

Simple
Simple Trust Planning started on the premise that estate planning for most Americans does not need to be expensive or complicated! We leverage the same advanced software used by many estate planning attorneys.

All 50 States

We serve nationwide

Same Day

Documents ready

Expert Guidance

Every step of the way

Attorney-Designed

Software

Virtual & In-Person

Meetings

Deed Transfer

Assistance

Documents We Prepare

We prepare comprehensive estate planning documents using the same advanced software utilized by leading estate planning attorneys. Every document is attorney-designed and state-specific.

Living Trust

A living trust saves your family time, money, and stress by avoiding probate and ensuring your wishes are carried out privately and smoothly.

Last Will & Testament

A last will and testament is essential because it ensures your assets are distributed according to your wishes rather than default state laws. It also allows you to name guardians for minor children, designate an executor to manage your estate, and provide clear instructions that minimize confusion or conflict. In short, a will gives you control and gives your loved ones peace of mind during a difficult time.

Living Will

Is a legal document that outlines your medical wishes if you become unable to communicate or make decisions for yourself, such as whether to receive life-sustaining treatments, resuscitation, or certain medical procedures. You need one because it ensures your healthcare choices are honored, relieves your loved ones from making difficult decisions under stress, and can prevent disputes or uncertainty about your care.

Power of Attorney

A power of attorney (POA) is often wise because it lets you designate someone you trust to handle your financial, legal, or healthcare decisions if you become unable to do so yourself. Without a POA, your family may have to go through costly court processes to gain control of your affairs. With one in place, your trusted agent can pay bills, manage accounts, make healthcare choices, or handle legal matters according to your instructions, giving you peace of mind and protecting your interests before an emergency arises.

Deed Transfer Services

A Deed Transfer Service is a service that helps you legally transfer ownership of real property—like a house or land—from one person or entity to another. This often involves preparing, reviewing, and recording the deed with the appropriate county office to ensure the transfer is legally valid and properly documented. People typically use a deed transfer service when placing property into a trust, selling property, gifting it, or updating ownership after life events like marriage, divorce, or inheritance.

HIPAA Authorization

Having a HIPAA Authorization can be very important. It’s a legal document that lets you designate someone—often a family member, caregiver, or attorney—to access your medical records and communicate with healthcare providers on your behalf. Without it, even close relatives may be legally blocked from seeing your medical information, which can delay care or create confusion during emergencies. A HIPAA Authorization ensures your trusted people can get the information they need to make informed decisions and manage your healthcare efficiently if you’re unable to do so yourself.

Simple, Transparent Pricing

Choose the plan that fits your estate planning needs. All plans include attorney- designed documents and expert guidance throughout the process.
  • Basic Power of Attorney
    $299
    Financial Power of Attorney Medical Directive
    • Financial Power of Attorney
    • Healthcare Power of Attorney
    • Living Will/Healthcare Directive
    • HIPAA Authorization
    • Virtual or In-Person Meeting
    • Same-Day Document Completion
    • State-Specific Legal Forms
    Get Started
  • Trust and Living Will
    $1,300
    Without the Financial POA & Medical Directive
    • Revocable Living Trust
    • Pour-Over Will
    • Trust Funding Guidance
    • Asset Transfer Instructions
    • Beneficiary Designations
    • Successor Trustee Guidance
    • Ongoing Support for 90 Days
    Get Started
  • Estate Planning Bundled
    Most Popular
    $1,500
    Trust and Living Will with Financial Power of Attorney and Medical Directive Bundle Package
    • Financial Power of Attorney
    • Healthcare Power of Attorney
    • Living Will/Healthcare Directive
    • HIPAA Authorization
    • Virtual or In-Person Meeting
    • Same-Day Document Completion
    • State-Specific Legal Forms
    • Revocable Living Trust
    • Pour-Over Will
    • Trust Funding Guidance
    • Asset Transfer Instructions
    • Beneficiary Designations
    • Recording Fee Assistance
    • Asset Transfer Instructions
    • Beneficiary Designations
    • Ongoing Support for 90 Days
    Get Started

Why Choose Simple Trust Planning?

No Hidden Fees

The price you see is the price you pay. No surprise charges or additional fees.

Same-Day Completion

Your documents are finalized and print-ready before your meeting is over.

Expert Guidance

We stay with you in virtual or in-person meetings until everything is done.

All 50 States

We can help you regardless of which state you live in with state-specific documents.

Why You Need a Trust and Estate Planning

Estate planning isn't just for the wealthy. It's about protecting your family and ensuring your wishes are honored, no matter the size of your estate.

The Benefits of Proper Estate Planning

Control and Clarity Over Your Wishes

A trust lets you decide exactly how and when your assets are distributed, while a living will makes your healthcare preferences clear if you can’t speak for yourself.

Protection for Your Loved Ones

A trust can help your family avoid the delays and costs of probate, while a living will spares them from having to make stressful medical decisions without guidance.

Efficiency and Flexibility

Trusts allow for smoother, faster handling of assets with potential tax benefits, and a living will provides flexibility in healthcare choices by making your preferences known ahead of time.

Happy couple working together on estate planning from their comfortable home

Why Probate Can Feel Like Pure Hell

Without proper estate planning, your family may face the probate process. Here's why that's something you want to avoid:

It’s painfully slow

Probate can drag on for months—or even years—before assets are finally settled. During that time, your family may be stuck waiting, unable to access what they need.

It’s expensive

Court fees, attorney costs, appraisals, and administrative expenses can chip away at the estate’s value, leaving less for your loved ones.

It’s public and messy

Probate is a public process, which means anyone can see the details of your estate. On top of that, it can stir up family drama, disputes, and stress when emotions are already running high.

The Bottom Line

Everyone has an estate plan! You either have the state’s template plan, or you build and designate your own. Our opinion is the state plan is unimpressive! It’s time to responsibly assemble your own planning.