Support by email.

Write to the desk

Email plan@taxfreetrusts.com.

Include the packet you bought, the email you used at checkout, and your question. Keep Social Security numbers, bank account numbers, and card numbers off the email.

Printing the packet

Finish the planner and use the print button on step 5.

Choose letter size paper. To keep a digital copy, choose Save as PDF in the print window.

Lost answers

Your answers live in the browser tab where you entered them. Closed the tab? Start the planner again.

Signing

Sign with the witnesses or notary your state requires.

Each state sets the number of witnesses and whether a notary is required. Read that state's rule before you sign.

Funding

The funding list in the living trust packet is the deed and the accounts, line by line.

Read how funding works.

Counsel desk

Paying $790 buys an introduction to an attorney. Representation begins when a lawyer accepts the matter.