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Estate Plan Bundle
Create your personal estate plan today.
We make it easy.
See the details
View samples:
Last Will, Living Trust, Power of Attorney, Living Will
A solid estate plan, backing you up for life.
Do I need a will or a trust?
Understand the difference and get help deciding with advice from the an independent attorney licensed in your state after your purchase.
Review completed
estate plan
Have the attorney review your completed estate plan to make sure everything is exactly right.
Build a history with the attorney
Get ongoing guidance for life events that may impact your estate plan, like marriage, kids or employment.
Our bundles offer a dependable estate plan
supported by independent attorney advice
Whether you want a bundle with a Last Will and Testament or you prefer to set up a Living Trust, we've got you covered. What's the difference?
Showing bundles for one person View bundles for two peopleShowing bundles for one person
View bundles for two people
Last Will and Testament
Bundle for One
$149
Unbundled price $263
This bundle comes with a Last Will. If the attorney advises you to setup a Living Trust instead, call us. We'll be happy to change your order.
Living Trust
Bundle for One
$299
Unbundled price $443
Includes:
Living Trust with Pour-Over Will
Power of Attorney
Living Will
This bundle comes with a Living Trust. If the attorney advises you to setup two Last Wills instead, call us. We'll be happy to change your order and refund the difference.
Any legal questions? Select either bundle. Get advice. Make changes if necessary. No hassle refund available for 60 days.
How the bundle works after purchase
1. Fill out simple LegalZoom online questionnaires at your own pace.
2. We take your answers and create personalized, state specific documents.
3. We mail you the documents one at a time after each goes through our Peace of Mind ReviewTM.
4. You sign each document according to the included instructions to make it legally binding.
If you have any questions, LegalZoom customer care and optional attorney consultations for 1 year are available at no additional cost.
Here's what your bundle includes
Last Will
Appoint someone to settle your affairs. Specify who'll receive your property and care for your children should the unexpected happen.
Learn more about Last Will and TestamentsOR
Living Trust
Control your assets and save your family time, money and stress by potentially avoiding court involvement in the distribution of your assets. Includes a Pour-Over Will which is a Last Will that serves as a safety device to capture any assets that are not transferred to or included in your Living Trust.
Learn more about Living TrustsFinancial Power of Attorney
Appoint someone you trust to manage your finances and legal affairs if you become incapacitated.
Learn more about a Power of Attorney for financesLiving Will (Advance Health Care Directive)
State your end-of-life care wishes and relieve your loved ones from making difficult decisions. The Living Will includes a Healthcare Power of Attorney.
Learn more about Living Wills1-Year of Independent Attorney Advice*
Ask about your estate plan or any new legal matter with an unlimited number of 30-minute consultations. You also get tax advice through our partner 1-800Accountant.
Get advice from an independent attorney about these issues and more:
- Personal: Personal injury, property damage, criminal defense
- Family: Marriage, divorce, adoption, child custody, child support
- Financial: Bankruptcy, contracts, legal agreements, lawsuits
- Real estate: Foreclosure, home sales, landlord/tenant issues
- Employment: Termination, employment agreements, compensation disputes
- Review any LegalZoom documents in their entirety as well as any non LegalZoom legal documents (up to 10 pages)
Ask away. We have answers.
Common Questions
How do I know if I need a will or a trust?
This is one of the most common questions that comes up when planning your estate. They accomplish many of the same things, but a Last Will often has to go through the probate process, while a fully funded living trust avoids probate. But a last will is easy to create, while transferring your assets into a trust can be time consuming and require additional paperwork. However, we know that this simplified explanation is often not enough to help make this difficult decision. It's for that reason that our Estate Plan Bundle comes with a full year of our Personal Legal Plan. You can purchase the bundle, and immediately schedule a consultation with an attorney in your state to help you make this decision. Many people have to decide based on their unique personal factors (state laws, family situation, size of estate etc...), and the help of an attorney is invaluable to fully explore those details.
Do I need to speak with an attorney before starting my documents?
No, but we highly recommend it. Based on your needs, where you live and the value of your assets, a Living Trust may be more appropriate than a Last Will. An attorney who knows the laws of your state is in the best position to provide that guidance. We encourage you to make that determination before starting the Last Will questionnaire.
What if I need to make changes to my documents?
When life changes come up, many people do choose to update their Estate Planning documents, and we make that easy. One key benefit of the Estate Plan Bundle is that it comes with one full year of our Personal Legal Plan. And along with getting advice from attorneys, your membership allows you to revise your documents as often as you need to at no additional cost.
Are LegalZoom Last Wills and Living Trusts state-specific?
Yes. Our team of experienced attorneys have designed these documents to meet the specific laws and requirements of each U.S. state.
What happens after I order my bundle?
Once you order your bundle, you decide how to start building your Estate Plan. If you have the information you need, you can jump right in and begin filling out our simple online questionnaires. If you have legal questions, you can schedule a consultation with an independent attorney in your state for help. If you have questions about our questionnaire or other technical questions, you can contact our customer care team. Once all of your questions are answered and you've submitted your questionnaires to us, we'll review your work and create your documents, sending them to you in the mail. When they arrive, make sure you're happy with them, and then follow our simple instructions for signing. Once signed, they're done! All that's left is to keep them someplace safe, and know that you can always come back to us if you need to make changes in the future.
A specialist is here to help
(866) 679-2319
We're available Mon-Fri 5am to 8pm PT and Weekends 7am to 4pm PT
Our agents are based in the United States.
Questions and answers
This public forum is not intended to provide legal advice and is not a substitute for professional legal advice. Unless specifically indicated, the content is not drafted, supported, or vetted by LegalZoom. It is simply a place for customers to help customers. If you need legal advice, LegalZoom can connect you to a licensed and independent attorney. If you are providing answers, please do not provide legal advice if you are not qualified or licensed to do so.
Estate Planning Bundle — Essential Estate Planning Documents and Independent Attorney Advice for One Low Price
Purchase a LegalZoom Estate Plan Bundle that includes the key estate planning documents you need for one low price. The Estate Plan Bundle includes one or two Last Wills or a Living Trust, a financial Power of Attorney, a Living Will (advance directive), and Attorney Advice through LegalZoom's personal legal plan for one year. Many people aren't sure which estate plan documents they need and would benefit from having an estate planning package that includes essential documents and advice from independent attorneys. We've brought key estate planning documents together with independent attorney advice to make creating your estate plan easier and more affordable. Get started with LegalZoom's online estate planning bundle today.
* Telephone consultations with a participating firm, during normal business hours, of up to one half (1/2) hour each, limited to one consultation for each new legal matter. Excludes business-related matters. Limit one Personal Legal Plan per bundle. Benefits to the Personal Legal Plan (also Legal Advantage Plus) continue automatically for $119.88 per year. You can cancel by calling (877) 818-8787. For full details, see the Legal Plan Contract and Advantage Terms of Service.
