• AFFORDABLE TRUST AND
    WILL SERVICES
  • FAST, EASY FORMS
    PLAN YOUR ESTATE AT HOME
  • PROTECT YOUR
    BENEFICIARIES

Frequently Asked Questions

  1. Q: What amount of assets do I need to have before I need a Living Trust?
    A: There is no minimum. An asset can be cash, stocks, a car, a home, jewelry, or a business – ANYTHING YOU OWN. Generally all of us have assets, and the question is upon your passing “Who Gets Your Assets”? With a Living Trust, you decide.
  2. Q: Why use USA Estate Plan?
    A: USA Estate Plan provides forms for individuals who want to prepare their own Living Trust and Will. We do not provide legal, financial, or tax advice. If you want to prepare your own Living Trust and Will, then here we go!
  3. Q: Is USA Estate Plan competitively priced?
    A: USA Estate Plan is by far the best priced. We make it clear and easy – only a $59 Single, $79 Married one time charge. USA Estate Plan has no hidden or monthly charges so you know exactly how much you’re paying.
  4. Q: If I have a question, can I email you?
    A: Yes. USA Estate Plan is available 24/7 to answer your billing questions, but remember we do not provide legal, tax or financial advice. USA Estate Plan provides forms which are easy to create and come with complete instructions on how to set-up your Living Trust. For $59 (single) and $79 (married) you will get a Living Trust and a Will (and for those of you with children a Nomination of Guardian form). These forms are meant for the millions of Americans who feel that do it yourself cost efficient estate planning in a simple estate is right for them.
  5. Q: What if I pay my $59 (single) or $79 (married) and set up my Living Trust and Will, then I acquire a new asset (eg. a bank account, a house, etc.). Do I need a new Living Trust?
    A: Not if you want the new asset to go to the same beneficiaries you choose in your Living Trust. You just title the new asset in the name of your Living Trust (eg. John Doe as Trustee for The John Doe Trust) and it’s “in the bucket”! All assets, whenever they are added to your Living Trust, go to the beneficiaries named in your Living Trust (see Video on the Home Page).
  6. Q: What if I change my mind about my estate plan?
    A: If you set up your Living Trust and Will, and then later change your mind (eg. who to leave your assets to or who to be your successor trustees, executors or guardians), you should create a new Living Trust to reflect your current wishes.
  7. Q: Can I use USA Estate Plan forms in all 50 States?
    A: Yes, these easy to use forms are designed to be used in all 50 States.
  8. Q: Who is USA Estate Plan designed for?
    A: Single people with or without children, and Married Couples with or without children. If you have children, the forms are designed to leave the assets equally to your children, and if you do not have children then you write in who you want to leave your assets to.