Trust & Will
Trust-Based
Estate Plan
$499
$424
15% OFF
Include spouse documents for just $85 more
Includes State-specific docs:
- Revocable Living Trust
- Schedule of Assets
- Pour Over Will
- HIPAA Authorization
- Living Will
- Power of Attorney
- Certification of Trust
A Trust may be right for you if you own property, expect an inheritance, or have over $160,000 in assets.
Will-Based
Estate Plan
$199
$169
15% OFF
Include spouse documents for just $85 more
Includes State-specific docs:
- Last Will & Testament
- HIPAA Authorization
- Living Will
- Power of Attorney
- Testamentary Trust
A Will may be right for you if you have minor children, own a home, or have under $160,000 in assets.
Disclosure: Estate planning services are offered through Trust & Will, a separate third-party provider.
Origin Wealth & Legacy provides education and coordination only. Trust & Will is not affiliated with LPL Financial,
and LPL Financial does not provide legal or tax advice.