About
The greatest gift you leave your family isn't money. It's a plan. Knowing what you wanted. Knowing where to find it. Knowing they're not guessing.
Not just families with wealth managers. Not just families with attorneys on retainer. Every family. Before a death, and after one. That's why we built SimplyTrust.
We give away free tools and guides because estate planning shouldn't wait until you can afford it. If you use our free resources and take one step toward protecting your family—that's enough. Our paid platform is here when you're ready. Not before.
Download them. Print them. Share them with your attorney or no one at all. Cancel anytime and take everything with you.
No unnecessary jargon. No printer. No appointments. A plan that works because it's simple enough to actually use.
No. We're a legal technology company. Our Chief Legal Officer is an estate planning attorney, and our documents are designed to meet state execution requirements.
Everything except two things: our revocable trust platform and our estate settlement plans. Our tools, guides, forms, and educational content are all free. Use them, take one step toward protecting your family, and that's enough. The paid products are here when you're ready.
Yes. Our free executor tools cover probate costs, court filings, creditor notices, and who inherits, and our paid settlement plans organize an estate or trust settlement — the checklist, the inventory, the accounting, and the paperwork — from the first week through final distributions.
You keep everything. Download your documents, take them to an attorney, or store them however you want. No lock-in.
No. Most of our users complete their estate plan without one. If you have questions, you can always consult an attorney separately.