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This page allows you to place trust orders and receive an invoice for payment at a later time. You’ll be able to choose the invoice delivery location during checkout. Deferred payment orders may take a bit longer to process, so if you need a faster turnaround, our Instant Checkout page is available.
Trust Package Options
Most of our trust types are available in two package levels: Essential and Premium. Both include the core documents needed to complete the trust. The Premium Package adds additional form options for situations that require more detailed trustee or successor‑trustee arrangements.
The Special Needs Trust is offered as a single‑package option.
The Essential Package includes all standard documents and allows for the appointment of one successor trustee and one alternate successor trustee. This package uses standard typefaces for clear, consistent formatting
The Premium Package includes all Essential features and adds support for non‑standard arrangements, such as different Grantors and Trustees or multiple successor trustees. This package also uses premium typefaces for enhanced readability
Joint Per Stirpes Trust
Essential - $675 | Premium - $725
A comprehensive revocable trust designed for two married Grantors who will serve as their own Trustees. This package includes a standard per stirpes distribution framework, with full flexibility to include separate children, custom gifts, or percentage‑based distributions directly in the intake form.
Single Per Capita Trust
Essential - $675 | Premium - $725
A comprehensive revocable trust designed for an individual—whether married or single—who will serve as both Grantor and Trustee. This package includes a standard per capita distribution framework, with the ability to include separate children, specific gifts, or percentage‑based distribution instructions directly in the intake form.
Joint Per Capita Trust
Essential - $675 | Premium - $725
A comprehensive revocable trust designed for two married Grantors who will serve as their own Trustees. This package uses a standard per capita distribution framework, with the ability to include separate children, specific gifts, or percentage‑based distribution instructions directly in the intake form.
Joint Irrevocable Trust
Special Needs Trust
Essential - $675
A formal trust designed to hold and manage assets for the benefit of an individual with disabilities. This package requires all distribution instructions and beneficiary details to be entered directly in the intake form.
Note: Special Needs Trusts are often used to manage assets for individuals with disabilities. If you have questions about how a Special Needs Trust may affect eligibility for public benefits, please consult a qualified attorney or benefits professional
Essential - $675 | Premium - $725
A formal irrevocable trust designed for two individuals who will serve as Grantors. This package requires all distribution instructions to be entered directly in the intake form. Included documents are the Irrevocable Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.
Notice: Recent IRS guidance indicates that property held in certain irrevocable trusts that is not included in a decedent’s taxable estate may not receive a step‑up in basis at death. Please consult a tax professional if you have questions about how this may apply to your situation.
Single Per Stirpes Trust
Essential - $675 | Premium - $725
A comprehensive revocable trust designed for an individual—whether married or single—who will serve as both Grantor and Trustee. This package includes a standard per stirpes distribution framework, with the ability to include separate children, specific gifts, or percentage‑based distribution instructions directly in the intake form.
Single Irrevocable Trust
Essential - $675 | Premium - $725
A formal irrevocable trust designed for an individual—whether single or married—who will serve as Grantor. This package requires all distribution instructions to be entered directly in the intake form. Included documents are the Irrevocable Trust, Schedule A, an Affidavit Regarding Powers of Trustee, and Deputy Trustee forms.
Notice: Recent IRS guidance indicates that property held in certain irrevocable trusts that is not included in a decedent’s taxable estate may not receive a step‑up in basis at death. Please consult a tax professional if you have questions about how this may apply to your situation.