Last Will with Testamentary Trust

The Last Will with Testamentary Trust provides the complete basic estate planning package - the four corners of estate planning plus a HIPAA release. For a flat fee of $499 (or $749 for couples), your complete estate plan is ready in just 72 hours.

The testamentary trust is what sets this tier apart: if you have children or minor beneficiaries, it holds their inheritance in trust under the terms you set - rather than handing assets outright to a minor or requiring a court-supervised guardianship of the property.

• Florida-compliant Last Will and Testament with testamentary trust provisions
• Durable Power of Attorney
• Healthcare Surrogate Designation
• Living Will (Advance Directive)
• HIPAA Release
• RUFADAA-compliant digital asset provisions included at no extra cost (Fla. Stat. Ch. 740)
• Self-proving affidavit instructions included
• Clear signing instructions for proper execution
• AI-assisted drafting for speed and accuracy
• Reviewed by a licensed attorney for legal validity

What's Included

This package is designed for straightforward estate planning. Our flat fees of $499 for individuals and $749 for couples cover the complete basic estate planning package. Couples pricing covers two coordinated wills with mirror provisions - select the Couples option on the intake form.

If you have a blended family, significant assets, or complex wishes, we will let you know during intake and recommend appropriate planning with a custom quote. Capped hourly billing is available for predictable blocks of service (the cap is agreed upon before work begins). If your matter requires specialized estate litigation or trust expertise, we will connect you with a Florida Board Certified specialist through our referral network at no referral cost to you or fee earned by us.