Question 1

Are my documents state-specific?

Accepted Answer

Yes. Your documents are generated using your information and are state-specific. Your plan includes documents formatted for the laws of your state.

Question 2

How quickly will I receive my documents?

Accepted Answer

Most users receive their complete document set by email within minutes after completing the
questionnaire.

Question 3

Can I update my documents later?

Accepted Answer

If anything in your life changes, you can go back through the process to create an updated set of
documents whenever needed. Many people update their documents after major life events such as marriage, the birth of a child, or a move to a new state.

Question 4

Is this a do-it-yourself platform?

Accepted Answer

Yes. 299Trust is a self-directed platform that allows you to create your own documents based on the
information you provide. To learn more about how the platform is structured, visit our About page.

Question 5

Do I need any prior experience?

Accepted Answer

No. The questions are written clearly and designed so anyone can complete them without previous
estate-planning experience.

Question 6

What happens after I create my documents?

Accepted Answer

Once your documents are emailed to you, simply print, sign, and notarize them according to the
included instructions. Store them securely afterwards. For step-by-step details, visit How It Works.

Question 7

What assets can be placed into a living trust?

Accepted Answer

Many people place assets such as real estate, bank accounts, investment accounts, and personal property into a living trust. The types of assets included can vary depending on personal circumstances and how the trust is structured.

Learn more about how living trusts work.

Question 8

What assets should not be placed into a living trust?

Accepted Answer

Certain assets, such as retirement accounts and life insurance policies, are often handled separately because they already include beneficiary designations. How assets are handled can depend on individual preferences and planning goals.

Learn more about what a living trust does and does not cover.

Question 9

Do I need to put my house into a living trust?

Accepted Answer

Many people choose to place their home into a living trust to help simplify the transfer of property and potentially avoid probate. Whether a home is transferred into a trust can depend on ownership structure and personal planning considerations.

Learn more about how living trusts work.

Question 10

What happens if assets are not transferred into a living trust?

Accepted Answer

Assets that are not transferred into a living trust may still be subject to probate or handled separately from the trust. Properly funding a trust is an important part of how it functions.

Learn more about how a living trust works.

Question 11

Can a living trust be created online?

Accepted Answer

Many people choose to create a living trust online using guided platforms designed to simplify the process. Online trust creation typically involves answering questions and generating documents based on the information provided.

Learn more about how our online process works.

Question 12

Do I need a lawyer to create a living trust?

Accepted Answer

Some people work with attorneys to create a living trust, while others use online platforms to prepare trust documents. The approach chosen often depends on comfort level, complexity, and personal preference. For a detailed guide on when you can create a trust without an attorney and when professional help is worth it, see Can You Set Up a Trust Without an Attorney?

Learn more about how living trusts are created online.

Question 13

Who is behind 299Trust?

Accepted Answer

299Trust is operated by 299 Estate Planning Services LLC, based in San Diego, California. The platform has helped thousands of individuals and families create their own estate planning documents. To learn more, visit our About page.

Question 14

How much does it cost to create a living trust with 299Trust?

Accepted Answer

An individual plan is $299 and a married or joint plan is $399. Both include a full set of estate planning documents. There are no hidden fees, monthly charges, or upsells. For a full breakdown, visit our Pricing page.

Question 15

What is included in my document package?

Accepted Answer

Your plan includes a Revocable Living Trust, Will (with guardianship nomination if needed), Durable Financial Power of Attorney, Medical Power of Attorney, Advance Healthcare Directive, and Final Wishes Document. All documents are state-specific and delivered to your email in minutes. Joint plans include documents for both individuals. For the full list, visit our What's Included page.

Question 16

Does my plan include a power of attorney or healthcare directive?

Accepted Answer

These documents are available as part of the platform. A financial power of attorney designates someone to manage your finances if you are unable to do so. A healthcare directive outlines your medical wishes. For details, visit our POA & Healthcare page.

Question 17

What is the difference between a living trust and a will?

Accepted Answer

A living trust takes effect during your lifetime and allows your assets to pass to your beneficiaries without going through probate. A will only takes effect after death and must go through the probate process. Many families use both. For a detailed comparison, visit our Living Trust vs. Will page.

Question 18

What is a contingent beneficiary?

Accepted Answer

A contingent beneficiary is the backup person or organization designated to receive your assets if your primary beneficiary is unable or unwilling to accept them. Naming contingent beneficiaries in your living trust, life insurance, and retirement accounts helps ensure your assets always have a clear destination and stay out of probate.

Frequently Asked Questions