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Trusted customizes your Estate Plan today…and remains with you so your protections last.

The Trusted process starts with knowing who is important to you and why, so we can customize each part of your plan for your situation, family, and values. We also make it easy for you to amend your plan over time so the protections you seek today strengthen even as your life evolves.

Six steps to customized and lasting protection.

Plan Customization

Needs Assessment

Needs Assessment

We start by understanding your goals during a free consultation. During this call, we will answer your questions, assess your need for an estate plan, and provide our flat-rate price for your complete plan.

Planning Meeting

Planning Meeting

Meeting in person, we'll explore whom you want to protect and why, and present options for you to consider. Along the way, we'll capture your decisions and begin drafting your customized estate plan.

Full Plan Review

Full Plan Review

Once your plan is crafted we meet again to review it, the choices you made, and discuss next steps. Our goal is to for you to leave that day with peace of mind knowing your plan is in place.

Plan Maintenance

Trust Finalization

Trust Finalization

Funding your trust and informing trustees are just two of the many necessary steps you need to take after your plan is written. Trusted provides reminders, guidance, and forms to make things easier.

Flex Protection

Flex Protection

Life, relationships, and wealth change and estate plans should be reviewed periodically and amended as needed. Flex Protection gives you a simple and affordable way to keep your plan current.

Ongoing Guidance

Ongoing Guidance

An estate plan is needed most when you can't be there directly. As your estate planning partner, we are here to look out for your family and protect your intentions.

Trusted Flex Protection helps ensure your plan remains relevant

Trust decisions aren't always easy, and your choices may change over time. To make matters worse, most law firms charge high fees each time you want to amend your plan. This results in people delaying their plan, or worse, not being protected at all.

Estate Planning should be better by providing clients with a secure and affordable way to update their plan over time. Trusted Flex Protection is our solution. Flex is an optional annual service that allows you to amend your trust without unexpected costs.

Change your guardian or trustee, edit your disbursement rules, add pet protection, or give to a charity you support. Flex Protection helps make sure your trust continues to reflect your life, relationships, and values.

New estate plans include Flex for 12 months. After the first year, Trusted charges an annual fee of $199. See full offer details here or ask your Trusted attorney about Flex Protection.
  • We decided to plan for the future and needed some assistance with estate planning. Throughout our communications, Trusted was extremely professional and responsive. It's so refreshing to speak with someone who is knowledgeable and can explain legal matters in layman terms!
  • Trusted went above and beyond what I could ever imagine an attorney would do. Her compassion and understanding at a difficult time were amazing, and she continues to reach out to make our needs have been met. She is an amazingly sweet woman.
  • Getting a trust was something I know I needed to do for my family but kept putting off… I finally took the leap with Trusted Law Corporation and couldn't be happier. Trusted made the experience a pleasure. I'm happy to have a plan specifically built for my family in a place and happier to know when I need to change it I can do so easily and affordably.