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SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

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Estate planning, in your pocket.

Create and manage your trust from your phone.

Revocable Trusts

Skip probate with a revocable trust

Estate Ledger

Every decision signed, timestamped, and hashed

Pricing

Simple, transparent pricing

Download

Get the app on iOS and Android

Estate planning,
in your pocket.

Create your trust in minutes. Update it in seconds. Keep it forever.

SimplyTrust Estate Planning

Every family deserves a plan

Pick what's right for you. Change it anytime.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

Free

Last Will and Testament

Name your heirs, guardians, and final wishes. Free for every state.

Free

Pour-Over Will

Catch anything outside your trust. Pairs with your revocable trust.

Free

Healthcare Power of Attorney

Name someone to make medical decisions if you can't.

Free

Financial Power of Attorney

Name someone to manage your finances if you can't.

What Is Estate Planning?
Estate Planning 101

What Is Estate Planning?

Estate planning isn’t just for the wealthy. It’s vital for everyone to ensure assets are managed and wishes respected.

Trust vs. Will: What’s the Difference?
Estate Planning Terms

Trust vs. Will: What’s the Difference?

Planning your estate involves choosing between wills and trusts. Understand their differences to make informed decisions for asset management and family care.

Revocable Trusts vs. Irrevocable Trusts
Estate Planning 101

Revocable Trusts vs. Irrevocable Trusts

Revocable trusts offer flexibility and control during your lifetime, while irrevocable trusts provide asset protection and tax benefits by permanently transferring ownership.

What Is a Revocable Trust?
Trusts

What Is a Revocable Trust?

A revocable trust offers flexibility, control, and privacy in estate planning, helping manage assets and avoid probate while maintaining full control during your lifetime.

Why Is Estate Planning Important to Individuals and Families?
Estate Planning

Why Is Estate Planning Important to Individuals and Families?

Estate planning isn’t just for the wealthy. It’s essential for everyone to manage assets, protect loved ones, and ensure wishes are fulfilled.

Every state has different rules

Select yours to see the laws, costs, and tools that apply to you.

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Every family deserves clarity

Run the numbers for your state for free.

How Much Does Probate Cost?

Estimate attorney fees, executor fees, court costs, and timeline for probating an estate in your state. See if the estate qualifies for simplified probate procedures.

Use Calculator

How Much Can an Executor Charge?

Calculate how much an executor (personal representative) can charge for administering an estate. See if your state has statutory fees or uses reasonable compensation.

Use Calculator

Who Inherits Without a Will?

Find out who inherits your estate and how much they get if you die without a will. Based on your state's intestate succession laws.

Use Calculator

What's Fair Trustee Compensation?

Find out what's fair compensation for serving as trustee. Compare family, professional, and corporate trustee rates based on your situation.

Use Calculator

How Much Are Estate & Inheritance Taxes?

Calculate federal estate tax, state estate tax (12 states + DC), and inheritance tax (5 states) for an estate or trust.

Use Calculator

How Many Death Certificates Do I Need?

Calculate how many certified death certificates you need based on the assets and accounts you need to close. See state-specific ordering information.

Use Calculator

Do I Need Probate?

Answer a few questions to find out if an estate needs full probate, qualifies for simplified probate, or can avoid probate entirely with a small estate affidavit.

Check Now

What Does Estate Planning Actually Cost?

See the true cost of estate planning. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys including life events like marriage, divorce, and having children.

Compare Costs

How Much Does a Revocable Living Trust Cost?

Compare the cost of creating a revocable living trust. See how SimplyTrust, Trust & Will, LegalZoom, and attorneys compare over 5 years including life events.

Compare Costs

How Much Does a Will Cost?

Compare the cost of creating a will. See document costs plus probate fees your heirs will pay. Compare SimplyTrust, Trust & Will, LegalZoom, and attorneys.

Compare Costs

How Much Life Insurance Do I Need?

Calculate how much life insurance coverage you need. Accounts for income replacement, debt payoff, college funding, and state-specific factors like cost of living and estate taxes.

Use Calculator

I'm Inheriting - What Should I Expect?

Find out what to expect when inheriting money, property, or other assets. See timeline estimates, inheritance tax implications, and understand what the executor or trustee is handling behind the scenes.

Learn More

Are My Beneficiary Designations Protected?

See how your state handles beneficiary designations after divorce, inherited IRA creditor protection, and spousal consent requirements for retirement accounts.

Check Now

What Are the Estate Laws in My State?

Understand your state's estate planning landscape. See will execution requirements, probate procedures, trust administration rules, and what happens if you die without a plan.

Check Your State

How Do Trust Laws Differ Between States?

See side-by-side differences in trust execution requirements, remote notarization, transfer-on-death deeds, and administration rules. Calculate settlement costs for each state.

Compare States

How Do I Sign Estate Documents?

Understand what you need to execute your estate planning documents. Check witness requirements, notarization rules, and whether you can sign remotely via video call (RON).

Check Requirements

Will My Estate Documents Transfer?

Moving states? Find out if your will, trust, healthcare proxy, or power of attorney will be recognized in your new state. See the legal basis for interstate recognition and any potential issues.

Check Portability

Do I Need a Revocable Trust?

Answer questions about your estate size, real estate, family situation, and privacy preferences to see how a revocable trust compares to a will alone.

Take the Quiz

Can I Self-File Probate?

Get a score-based recommendation on whether self-filing probate is right for your situation. See estimated savings vs. hiring an attorney and get a step-by-step checklist.

Check Now

Do I Need a Trust or Will?

Compare trusts vs wills for your specific situation. See probate costs, trust administration expenses, and whether your estate qualifies for simplified procedures based on your state and estate value.

Compare Options

How Do I Settle an Estate?

Get a personalized checklist for settling an estate after someone passes away. Covers trust administration, probate, and intestate estates.

Get Checklist

What Are My Duties as Trustee?

Step-by-step guide for successor trustees administering a trust. Understand your duties, notification deadlines, and asset management responsibilities.

Get Checklist

What Are My Duties as Executor?

Complete guide for executors and personal representatives navigating probate. Court filings, creditor claims, and distribution timelines.

Get Checklist

As life happens, SimplyTrust

Major life events trigger the need for estate planning. Select a life event to learn what you need to know.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more
Marriage

Marriage

Starting a life together means planning for it. Beneficiary updates, asset titling, powers of attorney, and what blended families need to know.

Learn more
Divorce

Divorce

Your life is changing. Your documents should too. Beneficiary updates, trust replacement, POA revocations, and the steps to protect your independent future.

Learn more
Loss of a Spouse

Loss of a Spouse

When you're ready, this won't take long. Settling the estate, claiming survivor benefits, retitling assets, and updating your own plan.

Learn more
New Home

New Home

Your home is probably your biggest asset. Protect it like one. Property titling, trust ownership, and how to keep your home out of probate.

Learn more
Inheritance

Inheritance

Inheriting assets brings responsibility. How to manage, protect, and plan for inherited wealth — including tax implications and trust options.

Learn more
Retirement

Retirement

Retirement changes your financial picture. Healthcare directives, beneficiary reviews, long-term care planning, and protecting what you've built.

Learn more
Serious Diagnosis

Serious Diagnosis

A serious diagnosis changes priorities. Healthcare proxies, financial powers of attorney, and the documents that ensure your wishes are honored.

Learn more
Moving to a New State

Moving to a New State

State laws vary significantly for wills, trusts, and powers of attorney. What to review after relocating to make sure your estate plan still works.

Learn more
Death of a Parent

Death of a Parent

Losing a parent is overwhelming. What needs to happen next — settling the estate, navigating probate, and the steps to move forward.

Learn more
Named as Executor

Named as Executor

Being named executor means navigating probate, managing assets, and distributing the estate. What's expected, what you can charge, and how to start.

Learn more
Named as Trustee

Named as Trustee

Being named trustee means managing trust assets and carrying out the grantor's wishes. Your duties, timeline, compensation, and how to get started.

Learn more
View All Life Events

All 12 life event guides