FOR ANYONE LOOKING TO CREATE A TRUST:
Protect Your Family & Assets From Probate Court in One Day, Not One Year With TrustWise
Create a properly funded trust this weekend - avoid probate court, eliminate delays, and save your family $50,000+ in legal fees
Built by 35-Year Estate Attorney
All 50 States
$1B+ in Assets Protected
Bank-Level Security
Email Support Included
The Billion-Dollar Mistake
Here's what most people don't understand about estate planning:
Generic documents don't protect your family. Customized, properly-implemented trusts do.
I've protected over $1 billion in family assets in 35 years.
And I've seen every possible way an estate plan can fail.
The #1 failure point?
People use one-size-fits-all documents that don't actually fit their situation.
They download cheap templates online.
Or they use DIY software that asks 10 basic questions and spits out generic paperwork.
Then they wonder why:
- The bank won't accept their documents
- Their trust doesn't account for their family structure
- Their special needs child lost government benefits after inheriting
- Their family still ended up in probate court
Because generic templates can't handle real-world family situations.
Your family isn't generic. Your estate plan shouldn't be either.
The Three Failures I See Every Week
Failure #2: Right Documents, Wrong Setup
Someone pays an attorney $8,000 for a beautiful trust.
Gets a professional binder. Feels protected.
But the house is still in their personal name. Bank accounts were never retitled. Beneficiary forms point to the wrong place.
One unfunded asset is all it takes to destroy the entire plan.
Failure #3: Documents Don't Fit The Situation
Someone uses generic DIY software.
But they have minor children who need guardianship provisions.
Or a special needs beneficiary who needs protective language.
Or they want staged distributions by age instead of lump sums.
The generic template can't handle any of that.
TrustWise prevents all three failures.
If you want to protect your family with a trust, you have three options.
Option 1: Hire a good Attorney
Cost: $5,000 to $15,000 (or more) Timeline: 2 to 6 months
What you get:
- Professional documents customized to your situation
- State-specific legal language
- Maybe setup help (usually not)
The Reality:
This works. But it's expensive and slow.
You schedule the first appointment. Wait two weeks.
Meet with them. Wait for them to draft documents. Wait some more.
Review drafts. Request changes. Wait again.
Finally get your documents. Then you're told to "set up the trust yourself."
Most people never finish. And their family ends up in probate anyway.
RECOMMENDED
Option 2: TrustWise
Cost: $1,900 Timeline: One focused day (or a weekend)
What you get:
- Attorney-designed documents customized for YOUR situation
- State-specific for all 50 states
- Step-by-step setup guidance
- Built-in help on every question
- Email support during setup
The Reality:
You get professional-quality documents that adapt to your family.
You get clear guidance on how to set everything up correctly.
You complete everything in days instead of months.
For 70-85% less than attorney fees.
This is what I created. And it's what I'm going to show you today.
Option 3: Cheap DIY Software
Cost: $200 to $800 Timeline: A few hours
What you get:
- Generic fill-in-the-blank templates
- Same document for everyone
- No customization
- Little guidance on setup
- No support
The Reality:
This is cheap. But it usually fails.
The templates don't adapt to your situation.
You're left guessing whether you answered questions correctly.
No one explains what happens next after you have documents.
Many people abandon it halfway through or never set up their trust correctly.
What Makes TrustWise Different
#1: It's Not Generic Templates
TrustWise is a customizable system that adapts to your exact family situation.
Every question you answer shapes your documents:
Want to protect your children's inheritance from creditors or future ex-spouses? → Your trust includes spendthrift protections
#2: It's State-Specific for All 50 States
When you select your state, everything adapts:
#3: It's Built by Someone Who Knows What Works
I created TrustWise after 35 years of practicing law.
I've seen what works and what fails.
I've fixed hundreds of broken estate plans.
I've identified every common mistake families make.
TrustWise can prevent all of them.
When you use TrustWise, you're not guessing.
Every question. Every explanation. Every instruction.
Built from decades of real-world experience.
#4: It Includes Setup Guidance
After your trust is generated, TrustWise gives you step-by-step guidance for:
We don't do it for you. But we show you exactly what to do.
This is where cheap DIY software abandons you.
This is where TrustWise keeps you on track.
How TrustWise Works
The 7-Step Process
1
Create your account and select your state (2minutes)
Everything starts adapting to your state's requirements immediately.
2
Answer questions about your family and assets (45-90 minutes)
This is where customization happens.
Every question has clear explanations written in plain English.
You'll tell us:
- About your family structure
- Who should inherit
- Who should make decisions if you can't
- How you want distributions handled
- Special provisions you need
If you're married, you'll choose between a joint trust or individual trusts based on your preference.
The more specific your answers, the more customized your trust becomes.
3
TrustWise generates your complete, customized estate plan
Based on your answers, you get:
- Revocable living trust (customized for your situation)
- Pour-over wills
- Financial power of attorney
- Healthcare power of attorney
- Living will
- HIPAA authorization
- Guardianship designations (if you have minor children)
Everything tailored to your state and family.
4
Review your documents (15-30 minutes)
Read through everything. Make sure it reflects your wishes exactly.
5
Follow state-specific signing instructions (30-60 minutes)
TrustWise tells you exactly:
- How many witnesses you need
- Whether you need a notary
- What order to sign things
- How to execute everything properly
Crystal clear instructions for your specific state.
6
Set up your trust with step-by-step guidance (2-4 hours)
This is where most people get stuck.
Not with TrustWise
You get clear guidance for:
- Real estate (we provide the deed and recording instructions)
- Bank accounts (how to retitle correctly)
- Investment accounts (transfer instructions)
- Retirement accounts (what goes in the trust and what doesn't)
- Beneficiary forms (how to coordinate everything)
We don't do it for you. But we show you exactly what to do.
7
Store everything securely
Your documents are saved in your TrustWise account for safekeeping.
Total time: One focused day. Or spread across a weekend if you prefer.
How TrustWise Customizes for Different Situations
This level of customization is what separates TrustWise from the cheap $600 trust crowd.
What if I get stuck? What if I have questions?
Here's the support you get:
You're doing the work yourself. But you're following a proven system with support when you need it.
Is TrustWise Right for You?
TrustWise works for estates of any size... as long as your situation & assets are straightforward and not complex...
You're a Perfect Fit If:
If You Need an Attorney Instead
If any of those apply to you, you need personalized legal help, not software.
I offer hands-on legal planning in Alabama, Florida, and Mississippi, or I can connect you with a vetted attorney in your state.
This is for situations like:
- Blended family dynamics
- Business or rental property ownership
- Protecting children's inheritance from future ex-spouses
- Asset protection and liability concerns
- Estates where one wrong move could cost six figures
If you need a custom legal strategy designed with precision, that's what I do every day.
If you have a straightforward situation and want to stay in control, TrustWise was built for you.
Investment & What’s Included
TrustWise: $1,900
One price. Everything included.
Here's Everything You Get:
Everything you need to protect your family from probate.
How TrustWise Compares
Feature
Cheap DIY Software
TrustWise
Hiring an Attorney
Cost
$200 - $500
$1,900
$5,000 - $15,000+
Customization
Generic templates
Adapts to your situation
Fully customized
Timeline
A few hours
1 day - 1 weekend
2 - 6 months
State-Specific
One-size-fits-all
All 50 states
State- specific
Setup Guidance
None
Step-by-step
Sometimes
Support
None
Email support
Full support
Professional Quality
Basic templates
Attorney-designed
Attorney-drafted
Built-In Help
None
On every question
Direct access
Special Provisions
None
Special needs, pets, incentives
Yes (extra cost)
Spendthrift Protection
Not included
Included
Yes (extra cost)
The Bottom Line:
Cheap DIY software gives you generic templates that may or may not work.
Hiring an attorney gives you customized documents but costs 5-7x more and takes months.
TrustWise gives you customized, professional-quality documents for a fraction of the cost and time.
Compare that to hiring an attorney:
Most estate planning attorneys charge $5,000 to $15,000—or more.
You're getting the same quality, customized documents.
For 70-85% less.
And completing everything in days instead of months.
This isn't the cheap option.
This is the smart option.
Professional-grade protection without the professional price tag.
Why I Built TrustWise
I built TrustWise because I was tired of seeing the same failures over and over.
Families paying attorneys thousands, then never setting things up correctly.
Families using cheap software, getting generic documents that don't fit their situation.
Families doing nothing because it seemed too complicated or too expensive.
TrustWise solves all of that.
Professional-quality documents. Customized for your situation. State-specific. With clear guidance to set everything up correctly.
Built by someone who's spent 35 years doing this and knows exactly what works.
You can protect your family from probate court, delays, and tens of thousands in legal fees.
And you can do it this weekend.
Common Questions (FAQ)
Yes.
The templates are attorney-drafted and designed to meet every state's legal requirements.
Validity depends on two things:
- Proper execution – following your state's signing and notary requirements (TrustWise provides exact instructions)
- Proper setup – actually implementing the trust correctly (TrustWise guides you through this)
These are the same quality documents I've used in my practice for years.
Life changes. Kids grow up. You acquire new assets. You move to a different state.
When that happens, you can come back to TrustWise and create updated documents.
Every question has detailed help text explaining what we're asking and why.
If you're unsure, email us before finalizing your documents.
We're here to help you get this right.
Of course.
If you have a complex situation or want someone to handle everything for you, that makes sense.
But you'll pay 5-7 times more and wait months.
TrustWise gives you professional-quality documents customized to your situation—for a fraction of the cost and time.
Cheap DIY software gives you generic fill-in-the-blank templates.
Same document for everyone. No customization. No support. No setup guidance.
TrustWise is an attorney-designed system that:
- Customizes based on YOUR specific situation
- Adapts to your state's requirements
- Includes built-in help on every question
- Provides step-by-step setup guidance
- Offers email support when you need it
- Includes advanced provisions like spendthrift protection, pet care, and incentive-based distributions
You get what you pay for.
TrustWise is designed for straightforward situations.
If you have a blended family, business ownership, or other complex needs, you need personalized legal help—not software.
I can help with that in Alabama, Florida, and Mississippi—or connect you with a trusted attorney in your state.
Yes.
TrustWise includes provisions for naming a caretaker for your pets, providing care instructions, and setting aside funds for their needs.
Most DIY software doesn't include this. Attorneys often charge extra for it.
$1,900
Instead of $5,000 to $15,000
Customized documents that actually protect your family
Your family is counting on you.
Don't let them down because you waited too long or thought it was too complicated.
TrustWise makes this clear and achievable.