From first question to a funded trust
Here is the full path the service is designed around. Each step is labeled so you can see what you can do today, what is planned, and what you handle yourself.
Check service availability Available today
Send an inquiry telling us your state, and we’ll let you know what’s available.
Choose an offered product Planned
Pick the trust that fits your goal — revocable or a specific type of irrevocable trust, where offered. Each package will list exactly what it includes.
Answer questions Planned
Complete a guided online questionnaire with explanations. You will be able to save your progress and review your answers before submitting.
Review your documents Planned
Read the documents generated from your answers before you sign, and ask administrative questions if something is unclear.
Follow signing instructions Your step
Sign outside this website following written instructions for signatures, witnesses and notarization. Requirements vary by state.
Fund your trust Your step
Transfer your own assets into the trust, using our general funding guidance and, where needed, help from the institution or a professional.
What you can do today
- Read about revocable and irrevocable trusts
- Learn how funding works
- Ask about availability in your state
- Send an inquiry — we respond using the contact details you provide
Coming with the online service
- Customer accounts with secure login
- Saved, resumable questionnaires
- Document preview and download
- Signing instructions and a funding checklist
Who to ask about what
Questions about our service — availability, what a package includes, how the process works or the status of an inquiry — go to us through the contact form.
Questions about your own situation — which kind of trust is right for you, tax consequences, how to title a particular asset, or planning for a family member with special needs — call for advice from an independent attorney, tax professional or financial advisor. Trust With Us does not provide legal or tax advice.