What’s the next step after I finish my documents?
- Sign, notarize, and witness them.
- If you have a trust, fund it by retitling your assets.
- Store your documents safely and let your loved ones know where to find them.
- Review your plan regularly—especially after major life events.
Do you offer refunds?
All sales are final unless required by law. If you have questions or concerns, please contact us—we’re here to help.
Can you guarantee my documents will work exactly as I want?
No one can guarantee outcomes in estate planning. We provide tools and guidance, but it’s your responsibility to sign, notarize, witness, and keep your documents updated. For peace of mind, you may wish to review your plan with an attorney.
How secure is my information?
We take your privacy seriously. Your data is handled with care and only shared with trusted partners (like Trust & Will) as needed to generate your documents. See our privacy policy for details.
Is Simple Trust Planning available in my state?
Yes. Our services are available in all 50 states. Just keep in mind that each state has its own estate planning rules, and you are responsible for making sure your documents are executed according to your state’s requirements.
What does it mean to “fund” my trust?
If you create a trust, you need to re-title your assets (like your home or bank accounts) into the name of your trust. If you don’t, the trust may not work as intended. We recommend reviewing this step carefully.
How do I make my documents official?
You are responsible for signing your documents correctly. Most states require:
- Two witnesses
- A notary public
We’ll guide you on the steps, but it’s up to you to complete them.
What documents do I get?
Depending on your selections, you can receive:
- A Last Will & Testament
- A Revocable Living Trust
- A Financial Power of Attorney
- An Advance Health Care Directive
Do I still need a lawyer?
Maybe. For many families, our services are enough to create a solid estate plan. If you have a complicated situation—like a blended family, a large estate, a special needs trust, or special tax concerns—we recommend consulting with an attorney.
Is Simple Trust Planning a law firm?
No. We are not a law firm, and no one at Simple Trust Planning is an attorney. We use software provided by a third party company to create your documents. Their system is supported by licensed attorneys, but you will not receive direct legal advice through us. For avoidance of doubt, no one on staff at Simple Trust Planning is a licensed attorney.