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Create a Will or Trust today for 10% of the cost.

The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan. Starting at ($5,000) $600 for individuals, $700 for couples.

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*Exclusive to Sidepocket Clients in the Premier section of the Sidepocket app.
“The process to create the will is straight forward. Trust & Will follow up with me via email reminder of what I need to do next.”
- L. Phan, Trust & Will customer

$159

For step-by-step creation of estate planning documents

90%

Less than the cost of traditional Will and Trust solutions

30 day

Satisfaction guarantee, or your money back

Navigate estate planning with ease.

Precise and effective.

Smooth your path through estate planning or probate with plans that help you get started and get the details right.

Expert help.

We’re here to help you through life’s most challenging moments with unlimited chat and technical support. Get personalized guidance when you choose a service-focused plan.

Clear, affordable prices.

Step-by-step creation of estate planning documents starting at $159.

Savings of over 90% compared to Traditional Cost of Estate Planning Services.

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HOW IT WORKS

Take it one question at a time.

See your progress and anticipate what’s next with our step-by-step process. We break everything down into bite-sized tasks that you can take at your own pace.

State-specific expertise.

Every state is unique and has it’s own set of laws. We’ve done the legwork to make sure you have the right documents and resources, whether creating your estate plan or managing someone elses. We’ve helped hundreds of thousands of people secure their legacies. We’d be honored to help you do the same.

Fast, secure, and easy to use.

A complete and customized estate plan in less than 30 minutes. All of your information is kept safe and secure using bank-level encryption. If you have questions along the way our team of experts are standing by to help.

Get the peace of mind you deserve.

Get privacy and protection with a Living Trust.

Customized, state-specific Trusts for individuals or couples.

- Starting at ($5,000) $539 for individuals, $629 for couples

The most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan. Includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.

Make sure things are handled how YOU want.

Includes a complete set of documents. You will receive customized and unique documents tailored to your specific needs and wishes.

- Irrevocable Living Trust

The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.

- Schedule of Assets

A listing of assets that you hold in the trust are subject to the provisions of the trust. This can be easily updated as you add or remove trust assets.

- Last Will & Testament (Pour Over Will)

Your final wishes for your dependents and arrangements, with specific references to the details outlined in your trust.

- Certification of Trust

Provide this document to third parties in place of a copy of the trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.

- HIPAA Authorization

Authorizes trusted individuals to receive your protected health information for specified purposes.

- Living Will

Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

- Power of Attorney

Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.

- Trust Funding Guide

Complete guide to walk you through the process of transferring your assets to the trust.

- Certification of Trust

Legal document that can be used to certify both the existence of a Trust, as well as to prove a Trustee’s legal authority to act.

Full Benefits:

- Nominate child guardians

- Nominate pet guardians

- Decide who will handle your affairs

- Leave specific gifts

- Exclude people from your property

- Specify final arrangements

- Note special requests

- List health care wishes

- Designate health care agents

- Grant access to medical records

- Add conditions to distributions

- Avoid probate court

It’s the smart, modern way to create, manage, & update your Trust online.

Straight-forward Setup Process, that you can complete from the comfort of your home, at your own pace:

1. Answer a few simple questions.

Create your Trust-Based Estate Plan by deciding what’s right for you and your family with options customized to your specific needs.

2. Instantly download or ship your documents.

Instantly download your documents or request a complimentary shipment of your trust—included with your initial purchase.

3. Sign & notarize at your convenience.

Finalize your documents and make them legally binding with your signature and a notary.

4. Fund your trust.

Assets you transfer to your trust will fall under the specific protections and provisions you’ve outlined. We’ll provide a handy guide to walk you through everything you’ll need to do. We’re here to help.

Avoid probate court and seamlessly pass down assets to your loved ones.

One key benefit of creating a trust is that your loved ones will avoid the long and complicated process of probate court. When you transfer assets to your trust, you own everything in your trust while you’re still alive. After you pass, your assets will go directly to who you’ve chosen.

Make sure things are handled how you want.

Creating a Trust-Based Estate Plan ensures your children, pets, assets, final arrangements, and health care preferences are taken care of exactly how you want.

Make a Will online in minutes.

Customized, state-specific Wills for individuals or couples.

- Starting at ($300) $143 for individuals, $233 for couples

A plan for what should happen to your assets, how you’d like to be cared for when you need it, and who will look after your children. Also includes the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes.

Includes a complete set of documents:

You will receive customized and unique documents tailored to your specific needs and wishes.

- Last Will & Testament (Pour Over Will)

Your final wishes for your possessions, dependents, and arrangements.

- HIPAA Authorization

Authorizes trusted individuals to receive your protected health information for specified purposes.

- Living Will

Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

- Power of Attorney

Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.

It’s the smart, modern way to create & manage your Will online.

Straight-forward Setup Process, that you can complete from the comfort of your home, at your own pace:

1. Answer a few simple questions.

Create your Will-Based Estate Plan by deciding what’s right for you and your family with all options customized to your specific needs.

2. Instantly download or ship your documents.

Instantly download your documents or request a complimentary shipment - included with your initial purchase.

3. Sign & notarize at your convenience

Finalize your documents and make them legally binding with your signature and a notary.

Full Benefits:

- Nominate child and/or pet guardians

- Decide who will handle your affairs

- Leave specific gifts (money, possessions, property, etc.)

- Determine how your assets will be distributed

- Exclude individuals from receiving your property

- Specify your final arrangements

- Note any special requests

- Decide what should happen in a medical emergency

- Designate health care agents

- Grant trusted individuals access to your medical records

Ensure your children and loved ones are taken care of.

A Will-Based Estate Plan includes customized and state-specific documents to name guardians for your children, catalog your assets, and outline what should happen in a medical emergency. Your family and loved ones are taken care of when things are handled the way you want.

It’s your Will. It should be created by you, with help if you need it.

Creating a Will-Based Estate Plan will ensure your children, pets, assets, final arrangements and health care wishes are exactly as you’d like them. Experts are standing by to help every step of the way.

Support Every Step of the Way.

Want help from a licensed Estate Planning Attorney?

Unlimited calls, ultimate support. Add 1 year of attorney support to your Will or Trust for just $200.

Just like estate planning isn’t a one size fits all deal, neither is the help that our clients need. That’s why we’re giving our members access to one-on-one time with licensed estate planning attorneys in their state.

Speak with a licensed estate planning attorney to receive expert legal advice about your documents, your decisions, and any questions you have about completing your plan

We want to offer products and estate planning tools that are inclusive for everyone, whether you have a multi-million dollar estate, or you’re just starting out planning for the future.

Full Benefits:

- Sign your documents (new or updated!) with confidence

- Unlimited phone access to an attorney in your state for 12 months

- Detailed and specific advice about how to fund your Trust

- Gain added peace of mind.

- Legal advice for Business/LLC owners about how to make your entity Trust-owned

- Direct access to customized legal advice

- Understanding of specific state laws, so you know how to protect yourself & your estate

- Estate planning considerations for couples or blended families

- Understanding of potential tax consequences & future liabilities

- Line-by-line document review from a trusted attorney

- Expert advice on dealing with the probate process

Ongoing Membership: FIRST YEAR INCLUDED

A digital safe for real life! Keep all important documents safe. Update your end of life plan whenever you need to. Organize your assets. See the big picture. And share what you want with the people you trust.

- Trust-based Estate Plans $39/Year Thereafter

- Will-based Estate Plans $19/Year Thereafter

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30-day satisfaction guarantee.

If you’re not completely satisfied with your purchase, you may request a refund.

Just follow these next steps…

Download the Sidepocket app

Download the Sidepocket Mobile App on iOS or Android stores. Sidepocket is currently only available for U.S. based customers.

Sign up for a subscription

Once you have the SIdepocket app, sign up for one of our subscriptions: Sidepocket All-Access, or Sidepocket LITE.

Get access to our Exclusive Partners

Our exclusive partnerships will be available for subscribed clients in the Sidepocket Premier section of the app.

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