If you’ve been meaning to create or update your estate plan but haven’t gotten around to calling a lawyer—this might be the tool you've been waiting for.
I recently launched TrustWise, an online platform that lets you create a comprehensive estate plan on your own, whether you’re setting up a simple will or a full trust-based plan.
Here’s how it works—and who it’s best for.
💼 What Is TrustWise?
TrustWise is an easy-to-use platform that allows you to:
✅ Create a will-based plan or a trust-based plan
✅ Generate all related legal documents:
Pour-over wills
Financial powers of attorney
Healthcare directives
Certification of trust
✅ Download attorney-approved documents valid in all 50 states
You can get started at myplan.trustwise.estate — create a free account and explore your options risk-free.
🧾 Is It Right for You?
TrustWise is built for people with simple to moderately complex estates. Here’s a quick test:
✅ You’ve been married to the same spouse for decades
✅ You have 1–3 kids and want your estate split evenly
✅ You don’t own multiple businesses or high-risk assets
✅ Your estate is straightforward—even if it’s over $1M
If that sounds like you, TrustWise can give you a strong, reliable plan—without legal fees.
You can even structure trust-based distributions so your kids receive their inheritance in stages, protecting them from life’s “what-ifs.”
⚖️ When You Do Need a Lawyer
TrustWise is powerful—but not for everyone. You should work with a lawyer if:
Your estate is very large (potential tax issues)
You own multiple LLCs or businesses
You’re in a blended family with stepchildren or remarriage dynamics
You need custom strategies for special needs planning or asset protection
If that’s your situation—reach out. That’s where someone like me can help.
🚀 Ready to Get Started?
You don’t have to wait or wonder anymore.
🖥️ Visit myplan.trustwise.estate
📝 Create your account for free
🔐 Start building a plan that works for your life—and your legacy
Thanks for reading, please note this video is for informational purposes only. As always please get professional help before making decision on how to protect your assets. If this was helpful, share it with someone who owns out-of-state or international property—they'll thank you for it.
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