Estate Planning
Secure your family’s future with an estate plan.
We partnered with Trust & Will to provide you with an easy and affordable way to create an estate plan online - and as a PSE Wealth Management client, you can get 25% off your estate plan.
Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Together, we’re on a mission to help families protect the future and gain peace of mind.
Attorney-designed plans,
customized by you.
Do you need a Will Plan or a Trust Plan? Just for you or for you and your partner?
Compare the options or take our quick quiz to help you pick the best plan.
Set up a Trust.
Your complete plan to protect and transfer your assets. A Trust prevents your loved ones from losing time and money in probate court.
You’ll create customized and state-specific documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency. Includes the documents below.
The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.
A listing of assets that you hold in the Trust are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets.
Provide this document to third parties in place of a copy of the Trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
Authorizes trusted individuals to receive your protected health information for specified purposes.
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Write a Will.
Cover the basics, like who will be responsible for your children and what should happen to your assets after you’re gone.
You’ll get the staples of an Estate Plan to specify health care wishes and final arrangements with customized and state-specific documents that reflect your wishes. Includes the documents below.
Your final wishes for your possessions, dependents, and arrangements.
Authorizes trusted individuals to receive your protected health information for specified purposes.
Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.
Assign someone, (an agent) to manage your personal, financial, and medical affairs if you are away or incapacitated.
Compare Plans
Documents for: | The Trust Plan
| The Will Plan
|
|---|---|---|
Price | $0 | $0 |
Plan Overview | The Trust Plan is the most comprehensive way to seamlessly pass down your assets without probate court, keep your estate private, and secure the future. More About Trusts | The Will Plan covers the basics. It appoints guardians for your kids and pets, specifies your healthcare wishes, and determines who gets what after you're gone. More About Wills |
Documents An individual estate plan will include documents for you. A couples plan will include documents for you and your partner. |
|
|
Benefits | ||
Nominate guardians for children | ✓ | ✓ |
Nominate guardians for pets | ✓ | ✓ |
Decide who will handle your affairs | ✓ | ✓ |
Leave specific gifts | ✓ | ✓ |
Exclude people from your property | ✓ | ✓ |
Specify final arrangements | ✓ | ✓ |
Write requests & instructions | ✓ | ✓ |
List healthcare wishes | ✓ | ✓ |
Designate healthcare agents | ✓ | ✓ |
Grant access to medical records | ✓ | ✓ |
Effective during your lifetime | ✓ | — |
Prevent probate court | ✓ | — |
Keep estate information private | ✓ | — |
Add conditions to distributions | ✓ | — |
Manage assets if incapacitated | ✓ | — |
Give faster access to assets | ✓ | — |
Reduce risk of legal dispute | ✓ | — |
Membership Update your estate plan anytime. Share what you want with the people you trust. See the big picture. | ||
First 30 Days | Included | Included |
After 30 Days | Included | Included |
Support Customer Support Available Mon–Fri to answer questions and resolve any issues with trustandwill.com. | Included | Included |
Attorney Support Work directly with a licensed estate planning attorney for professional guidance. Learn More | +$299 | +$299 |
Compare Plans
Documents for:
The Trust Plan
$0
The Will Plan
$0
Price | $0 |
Plan Overview | The Trust Plan is the most comprehensive way to seamlessly pass down your assets without probate court, keep your estate private, and secure the future. More About Trusts |
Documents An individual estate plan will include documents for you. A couples plan will include documents for you and your partner. |
|
Benefits | |
Nominate guardians for children | ✓ |
Nominate guardians for pets | ✓ |
Decide who will handle your affairs | ✓ |
Leave specific gifts | ✓ |
Exclude people from your property | ✓ |
Specify final arrangements | ✓ |
Write requests & instructions | ✓ |
List healthcare wishes | ✓ |
Designate healthcare agents | ✓ |
Grant access to medical records | ✓ |
Effective during your lifetime | ✓ |
Prevent probate court | ✓ |
Keep estate information private | ✓ |
Add conditions to distributions | ✓ |
Manage assets if incapacitated | ✓ |
Give faster access to assets | ✓ |
Reduce risk of legal dispute | ✓ |
Membership Update your estate plan anytime. Share what you want with the people you trust. See the big picture. | |
First 30 Days | Included |
After 30 Days | Included |
Support Customer Support Available Mon–Fri to answer questions and resolve any issues with trustandwill.com. | Included |
Attorney Support Work directly with a licensed estate planning attorney for professional guidance. Learn More | +$299 Start Your Trust |
Price | $199 |
Plan Overview | The Will Plan covers the basics. It appoints guardians for your kids and pets, specifies your healthcare wishes, and determines who gets what after you're gone. More About Wills |
Documents An individual estate plan will include documents for you. A couples plan will include documents for you and your partner. |
|
Benefits | |
Nominate guardians for children | ✓ |
Nominate guardians for pets | ✓ |
Decide who will handle your affairs | ✓ |
Leave specific gifts | ✓ |
Exclude people from your property | ✓ |
Specify final arrangements | ✓ |
Write requests & instructions | ✓ |
List healthcare wishes | ✓ |
Designate healthcare agents | ✓ |
Grant access to medical records | ✓ |
Effective during your lifetime | — |
Prevent probate court | — |
Keep estate information private | — |
Add conditions to distributions | — |
Manage assets if incapacitated | — |
Give faster access to assets | — |
Reduce risk of legal dispute | — |
Membership Update your estate plan anytime. Share what you want with the people you trust. See the big picture. | |
First 30 Days | Included |
After 30 Days | Included |
Support Customer Support Available Mon–Fri to answer questions and resolve any issues with trustandwill.com. | Included |
Attorney Support Work directly with a licensed estate planning attorney for professional guidance. Learn More | +$299 Start Your Will |
Not quite sure? We can help with that.
Answer a few questions and we’ll suggest a plan to fit your unique needs.
Estate Planning Steps
Get started, schedule a complimentary information session now!
Appointment Prep: You will receive the Estate Planning Appointment Guide to complete, so you are prepared for the first appointment.
Data Input Appointment: We will ask you questions and guide you through creating the basis of your estate plan.
Document Creation: Your estate planning package will be delivered electronically to be reviewed, signed, and notarized. In unique situations, you may want to speak with an attorney, and we can coordinate that discussion through our partners at Trust & Will for an added fee.
Execution and Funding: We will work with you to make sure your estate plan is executed and properly funded.