Estate Planning
Estate Planning


We've partnered with Trust & Will to provide you an easy and affordable way to create an estate plan online. Together, we’re on a mission to help families protect the future and gain peace of mind.​​​​​​​​​​​​​​​​​​
Trust & Will is the leader in online estate planning and has helped nearly one million families secure their legacies. Built by attorneys and customized by you, they provide state-specific, legally-valid documents to meet your family’s needs.
Through Her Path's "Accountability Partner Offering"*, we provide support, encouragement, and motivation to stay focused on your Estate Planning goals and tasks. Together we establish a personalized timeline and regular check-ins to ensure you’re making consistent progress and staying true to your commitment to completing your documents through the Trust & Will platform, from start to finish.​​​​​​​​​​​​​​​​​
Will-Based Estate Plan : $499/individual, $599/couple
​​A Will ensures your loved ones and assets are taken care of according to your wishes. Name guardians for your children or pets, outline who receives your property, and document your healthcare preferences.​​​
Will-Based Plan includes:
​
-
Last Will & Testament
-
HIPAA Authorization
-
Advance Healthcare Directive (Living Will)
-
Power of Attorney​​​​​
-
Her Path's Accountability Partner Offering*​
​
Trust-Based Estate Plan: $799/individual, $899/couple​
A Trust helps your loved ones inherit assets quickly and privately, avoiding the lengthy and expensive probate process. Control exactly how and when your wealth is passed down, set conditions for distributions, and ensure your financial and healthcare wishes are followed.​​​ Trust-Based Plan includes:
​
-
Revocable Living Trust
-
Schedule of Assets
-
Last Will & Testament (Pour Over Will)
-
HIPAA Authorization
-
Advance Healthcare Directive (Living Will)
-
Power of Attorney
-
Trust Funding Guide
-
Certification of Trust​​​
-
Her Path's Accountability Partner Offering*
​
* Accountability Partner Offering ​​​
- Initial consultation to understand your Estate Planning goals.
- Personalized timeline and check-ins to ensure progress, from start to finish.​
- Assistance in setting up your "Plan" on the Trust & Will platform.​
- Final documents printed and shipped to you from Trust & Will to be reviewed, signed, & notarized.
​
Please note: I am not an attorney and nothing I provide or discuss constitutes legal advice. For legal questions, please consult with a qualified attorney.​​​​​​​​
Estate Planning Next Steps
If you're interested in more information about creating your Estate Planning documents through the
Trust & Will platform, with our assistance, let's set up time to connect! ​​​