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Protection for Life and Beyond
Our planning checklist & dedicated account manager keep trustees on track
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Experience effortless onboarding, intuitive plan creation, and fast delivery—all seamlessly integrated in one place, always.
Effortless, guided questionnaire for secure trustee planning online
Answer a few guided questions at your own pace to generate customized documents tailored to your needs.
Review your way: self-guided or expert-assisted upgrade
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Customize your review experience to match your comfort level. Either way, we provide the tools and support you need.
Create a free account and review the onboarding tasks to understand the process. Choose a plan, make your payment, and start your questionnaire.
Your questionnaire responses create your estate plan, minimizing errors and reducing revision time. Once completed, you can download and review the draft.
Our documents are concise and easy to review, taking about an hour. Once approved, we’ll package the plan for shipment. You can then choose your signing method—ours or yours?
TrusteeFriend made estate planning so easy! The step-by-step guide helped me set everything up in no time. Highly recommend it!
I was overwhelmed by estate planning until I found TrusteeFriend. It's user-friendly, affordable, and gives me peace of mind.
TrusteeFriend saved me so much hassle. I have no idea where to start. It’s straightforward, reliable, and perfect for ensuring my family is taken care of.
I was overwhelmed thinking about trusts and wills, but TrusteeFriend took the guesswork out of it. It's straightforward, reliable, and systematized.
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