Making trust documents understandable
Many people know they should have a plan for what they own and who it goes to, but the process can feel expensive, unfamiliar and hard to start. Trust With Us is being built to make that first step clearer for ordinary families across the United States.
How the service is designed
The service is designed around customer-operated questions and answers connected to document templates and plain-language explanations. You make the choices; the system organizes them into documents and gives you written next steps for signing and funding.
What we are — and are not
- We focus on trust creation documents and instructions for the steps that follow.
- We are not a law firm and do not provide legal or tax advice.
- We do not act as a trustee or hold assets.
- You carry out signing requirements and transfer your own assets.