Attorney Support for Estate Planning

What is Attorney Support?

Attorney Support is a product we offer to supplement your Trust- or Will-Based Estate 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

Attorney Support is not available in all states. Please review our list of current availability by state: Attorney Support Availability by State

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 stateIf available, 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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