1
Tell us what matters
A guided intake turns your family, assets, wishes, and decision-makers into a clear planning profile.
Virtual estate planning
Your estate plan, finished with confidence.
Move from guided intake to tailored documents, thoughtful review, signing, and funding—online, with attorney help available when you want it.
Clear scope and pricing before you commit.
What you can expect
Plain-language guidance
Know what each decision means and what needs your attention.
Human help on demand
Add attorney review when your situation or questions call for it.
A path beyond paperwork
Finish with signing and funding steps—not an abandoned file.
One connected process
From first answers to a plan you can use.
TrustPath keeps every stage in one clear workflow, reducing handoffs while preserving access to professional guidance.
2
Build your plan
AI-assisted drafting helps prepare a coordinated document set based on the information you provide.
3
Review with confidence
Choose self-guided review or add an online attorney conversation when questions need professional judgment.
4
Sign and put it to work
Follow practical signing, notarization, and asset-funding instructions so your plan does not stop at a download.
Choose your level of support
Start independently. Bring in counsel when needed.
Package details and attorney availability vary by jurisdiction. You will see the confirmed scope before purchase.
Guided Essentials
For straightforward plans completed online at your pace.
$249
One-time package price
- Guided digital intake
- AI-assisted document preparation
- Self-review checklist
- Signing and notarization instructions
Most supported
Attorney Review
For people who want professional review before signing.
$649
One-time package price
- Everything in Guided Essentials
- Online attorney consultation
- Attorney-led document review
- One revision round
- Funding action plan
Concierge
For more involved plans or hands-on completion support.
Custom
- Attorney-guided planning
- Coordinated revisions
- Mobile signing support where available
- Personalized funding assistance
Helpful answers
Before you begin
Begin your path
Protect what matters with a plan that gets finished.
Start with a guided intake and see the right path for your family, assets, and preferred level of support.