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Our mission is to make estate planning and settlement as inexpensive and accessible as possible. A plan before a death, and a clear path after one, whether you work with an attorney or on your own.

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What SimplyTrust is

SimplyTrust is a legal technology company. It publishes a free library of state-specific estate planning and settlement material: forms you fill out here and sign in your state, tools that answer what probate costs and who inherits, and directories of how each bank, online account, court and law firm handles a death.

Two products are paid. The trust platform creates a revocable living trust you sign, amend and notarize online. The settlement plan keeps an estate's checklist, inventory and paperwork in one place from the first week through the final distribution.

How we make money

The two paid products pay for everything that is free. No bank, court, program or law firm pays to be listed in a directory. The free forms ask for an email address to send you the finished document, and that is the whole price.

Where the facts come from

Every state rule on this site is read from the statute, the court's own fee schedule or form, or the institution's own published documents. Never from a summary of one. Each fact carries the date it was last checked, and the citation shows on the page where the fact is used.

The federal estate tax exemption is $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source per person. Hover or tap the mark after the figure and the source, the citation and the date it was checked are there.

Laws change. When a rule moves, it is corrected at the source so every page that uses it changes at once. When a source cannot be reached, the fact is held back rather than written from memory.

What we are not

SimplyTrust is not a law firm and does not give legal advice. Our Chief Legal Officer is an estate planning attorney, and the documents are designed to meet your state's execution requirements, but no attorney reviews the document you create. Consult a licensed attorney for legal questions about your situation. The attorney directory lists estate planning and probate firms by state.

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Forms

  • Revocable Living Trust
  • Last Will and Testament
  • Pour-Over Will
  • Healthcare Power of Attorney
  • Codicil to a Will
  • HIPAA Release
  • Financial Power of Attorney
  • Transfer on Death Deed
  • Lady Bird Deed
  • Vehicle Transfer on Death
  • Living Will
  • Forms for Planning Your Estate
  • All forms

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Settle an Estate
  • Estate Tax Calculator
  • Life Insurance
  • Tools for Planning Your Estate
  • Tools for Heirs and Beneficiaries
  • All tools

Compare

  • Compare Services
  • vs LegalZoom
  • vs Trust & Will
  • vs Rocket Lawyer
  • vs Quicken WillMaker

Learn

  • Revocable Living Trusts
  • Last Wills
  • Articles
  • News
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Institutions
  • Digital Assets
  • Government Agencies

Company

  • About
  • Contact
  • Create a Trust

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. Laws, fees, forms, and office details change. Information here may contain errors or be out of date; confirm current requirements with the relevant court, agency, brand, or statute before acting. For advice tailored to your circumstances, consult a licensed attorney in your state.

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