Estate Planning Education Package
Built for families, guided by specialists
Lifetime access to the Estate Planning Simplified™ course, workbook, and unlimited chat support
Your own dedicated Planning Coordinator to guide you from start to finish
Lifetime access to an attorney-designed document platform, no per-document or future update fees
Funding and implementation support with beneficiary verification, asset retitling, and trust-funding guidance
Your Estate Snapshot and Beneficiary Verification Report workbooks
A proactive annual plan review and check-in to help keep your plan current
Your Final Wishes Organizer
The Digital Asset Inventory Guide
The Executor & Trustee Briefing Guide
And your own Family Access Digital Vault
Our Commitment to You
If at any point in our process, up to the point that you receive your documents, if you feel for any reason that you haven't received the education or support we've promised, we'll gladly refund 100% of your investment, no questions asked.
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TRI Estate & Legacy is not a law firm and does not prepare legal documents. Documents are created by you through an attorney-designed platform, or by an independent attorney you engage and pay directly. TRI provides estate planning education, personal and financial organization, coordination, and implementation follow-through. TRI does not practice law, provide legal advice, offer legal opinions, select legal instruments, or select, draft, review, or approve legal documents. No communication with TRI or its team creates an attorney-client relationship. This website and the webinar it describes provide general educational information about how estate planning tools and processes commonly work. They do not provide legal, tax, or investment advice; do not recommend what any individual should do; and are not a substitute for advice from appropriately licensed professionals who understand your circumstances. Laws and requirements vary by state and may change over time.