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Entrust Estate Solutions
Entrust Estate Solutions
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    • Home
    • About
    • Education
    • Will-Based Plan
    • Trust-Based Plan
    • Plan Analysis
    • Client Portal
    • FAQ
    • Contact Us
  • Home
  • About
  • Education
  • Will-Based Plan
  • Trust-Based Plan
  • Plan Analysis
  • Client Portal
  • FAQ
  • Contact Us

Existing Estate Plan Analysis.... $275

Do you already have an estate plan?  Many estate plans are sitting in a filing cabinet collecting dust and may be completely outdated and inefficient. The costs associated with amending an old outdated trust is likely more expensive than just starting over (National average cost to amend a trust is $600 per page... that gets expensive pretty quick).  


We offer a service where we will analyze your estate documents and provide you with a detailed analysis and action plan on how to move forward.  Once you upload your estates' full set of documents, we will get started on your action plan for updates and maintenance recommendations. 


If you do an Estate Analysis with us and later decide to purchase one of our Revocable Living Trusts, we will discount your purchase by $100 (good for 1 year from analysis date) to help offset your costs. 

Here is a sample "Estate analysis"

Need to wrap your head around what an Estate Analysis is?  After you upload ALL your current estate documents, we will analyze those documents and provide you with a digital analysis that you can download and print for your records.  Here is a "Jon & Marie Smith" sample Estate Analysis you can preview to see what it will look like...

Existing Estate Analysis - Sample (pdf)Download

Get your analysis started today

First step would be to schedule an onboarding session
Click Here To Schedule Your Onboarding Session

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Entrust Estate Solutions, LLC is not a law firm, and does not provide legal advice. While Entrust Estate Solutions, LLC strives to ensure that its automated services are complete, they are meant purely as self-help forms. The materials and services are not substitutes for the advice of an attorney. Use of our products and services is governed by our Terms of Service and Privacy Policy.

  • About
  • Education
  • Will-Based Plan
  • Trust-Based Plan
  • Plan Analysis
  • Client Portal
  • FAQ
  • Contact Us

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