Attorney Support for Estate Planning

What is Attorney Support?

Attorney Support is a product we offer to supplement your Trust or Will plan. When you add Attorney Support to your Estate Plan you'll be able to schedule unlimited 30-minute phone consultations with a licensed estate planning attorney for a full year after purchase. In addition to access to our Member Support team, you'll have access to:

  • Legal advice from estate planning attorneys
  • Legal advice for Business/LLC owners about how to make your entity Trust-owned
  • Understanding of potential tax consequences & future liabilities

  • Line-by-line document review so you sign with confidence
  • Guidance with funding your Trust
  • Year-round estate planning advice

How much does Attorney Support cost?

You can add Attorney Support to your Trust or Will for an additional $300.

Review our refund policy for Attorney Support services here: Trust & Will Refund Policy

How do I add Attorney Support to my Estate Plan?

First, make sure Attorney Support is available in your state: Attorney Support Availability by State

You can add Attorney Support to your Trust or Will by taking the following steps:

  1. Log into your Trust & Will account
  2. Click My Account in the top left corner of your screen
  3. Click Profile & settings
  4. Under Add-ons, you can add Attorney Support

If Attorney Support is not an option in your Add-ons, it is likely not available in your state yet. 

 

 

 

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