Not every estate is a good fit for a do-it-yourself style Will or Trust. Custom Plan connects you directly with a licensed attorney from our vetted network to build an estate plan tailored to your situation.
What is Custom Plan?
Custom Plan is Trust & Will's attorney-matching service for members whose needs go beyond a standard DIY Will or Trust. You complete a short intake form, and attorneys from our network reach out to you directly. You choose whichever attorney is the best fit, and they build your plan with you. Once complete, your documents live in your Trust & Will account.
Who is it for?
Custom Plan covers situations like special needs trusts, Medicaid and long-term care planning, business succession, high net worth estates ($15M+), blended families, charitable trusts, and other complex needs. Not sure if it applies to you? The intake form can help point you in the right direction.
How it works
- Start your request on the Custom Plan referral page — create an account or log in.
- Complete a short questionnaire about your situation.
- Get matched. A few attorneys typically reach out within about 3 business days.
- Choose your attorney and accept the match in your account.
- Build your plan together — your attorney sends you the finished documents, which also appear in your Trust & Will account.
Cost
Getting matched is free. Attorney fees are set by the attorney and depend on your needs — they'll walk you through pricing before any work begins.
What if I have questions in the meantime? Our Member Support team is happy to help while you wait to be matched.