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By TaxFreeTrusts

Three packets. Each one paid once.

The price on each seal is the price on Stripe's card form. Peel a seal to see what you walk away with.

One-time pricesNo subscriptions

The usual packet
No. 002 / LIVING TRUST

Living trust

For homeowners who want the house and accounts kept out of probate.

Paid once
Pay $349

To cancel, email plan@taxfreetrusts.com before your draft is delivered. Once a draft has been delivered, the purchase is generally not refundable, except where the law requires a refund. Terms

  • Revocable living trust you can amend or revoke
  • Pour-over will and a schedule of the assets you intend to move
  • Funding list for the deed and payable on death designations
DCN TFT-002-LT
No. 001 / WILL

Will

For young parents who need a guardian named, and for property still in your name.

Paid onceNo subscription
Pay $79

To cancel, email plan@taxfreetrusts.com before your draft is delivered. Once a draft has been delivered, the purchase is generally not refundable, except where the law requires a refund. Terms

  • Printable will draft, names filled in from the planner
  • Personal representative for property still in your name
  • Guardian named for minor children
DCN TFT-001-W
No. 003 / COUNSEL

Counsel desk

For a large life policy or a business that may grow, with net worth of $5M or more.

Paid onceNo subscription
Pay $790

To cancel, email plan@taxfreetrusts.com before your draft is delivered. Once a draft has been delivered, the purchase is generally not refundable, except where the law requires a refund. Terms

  • Attorney introduction for your matter
  • Built for a large life policy or a business that may grow
  • For a net worth band of $5M or more

Representation begins only if a lawyer accepts the matter.

DCN TFT-003-C

Side by side

What each packet puts on paper.

Will, living trust and counsel desk compared
FeatureWill$79 one timeLiving trust$349 one timeCounsel desk$790 one time
What you walk away withWill draft, guardian namedTrust, pour-over will, funding listAttorney introduction
Names filled in from the plannerIncludedIncludedNot included
Guardian for minor childrenIncludedNamed in the pour-over willNot included
Keeps funded assets out of probateNot includedIncludedDepends on the plan counsel builds
Schedule of assets and funding listNot includedIncludedNot included
You can amend or revoke itIncludedIncludedSet by the lawyer's plan
Attorney introductionNot includedNot includedIncluded
Best fitYoung parents, renters, a first planHomeowners, home plus a shop or farmLarge policy or growing business, $5M or more
PayPay $79Pay $349Pay $790

To cancel, email plan@taxfreetrusts.com before your draft is delivered. Once a draft has been delivered, the purchase is generally not refundable, except where the law requires a refund. Terms

Questions before you pay

A living trust is the packet for a home you want kept out of probate. A will names a guardian. Counsel is the attorney introduction.

A revocable living trust or a will?

A will says who receives your property, but it goes through probate, the court process that settles an estate. A revocable living trust holds the assets you move into it during your life. When you die, your successor trustee hands those assets on without probate. You can amend or revoke the trust at any time. The living trust packet includes a pour-over will, so anything you never moved still has a destination.

What does funding the trust mean?

Funding is moving assets into the trust. For the home, that means signing and recording a new deed. For accounts, it means retitling them or adding a payable on death designation. A trust with nothing in it does not keep anything out of probate, which is why the packet comes with a funding list. Read how funding works.

When do I need the counsel desk?

The planner points to counsel when you report a large life policy or a business that may grow, and a net worth band of $5M or more. At that size, tax planning and business succession need a lawyer. The counsel desk introduces you to an attorney. Representation begins only if a lawyer accepts the matter.

Does my state levy an estate tax?

Illinois, New York, Massachusetts, and Washington levy a state estate tax on their state pages. Indiana, Ohio, Florida, and Texas show no current estate tax. Michigan is tied to a federal credit. Open the state page for the statute or revenue link. For deaths in 2026, the IRS basic exclusion amount is $15,000,000. A revocable trust does not remove assets from that estate. Read about trusts and taxes.

Not sure which one? Answer five questions.

The planner recommends one packet by a fixed rule and shows you why.

Start the planner