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Planning

Protect your family and your legacy

Compare estate planning options, from wills and living trusts to complete plans, and connect with the right service or attorney. Free to get started.

An estate plan makes sure your assets pass the way you intend, helps avoid unnecessary probate and taxes, and spares your family difficult decisions. Options range from simple online wills to attorney-drafted trusts and full asset-protection plans.

Wills and trusts
From a simple will to a revocable living trust and beyond.
Avoid probate
A properly funded trust can help your estate skip a slow public process.
Protect your heirs
Direct who receives what, and help shield assets for the next generation.
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What do you need?

Leading estate planning providers

A selection of established providers in this category. Detailed rankings coming soon.

SW
Sophic Wealth
Our advisory partner for asset protection and tax strategy.
T&W
Trust & Will
Popular online wills and trusts.
LE
LegalZoom
Established online legal document service.
RL
Rocket Lawyer
Online legal documents and attorney access.
WE
Wealth.com
Modern estate planning platform.
LEA
Local estate attorneys
For complex estates and custom trusts.

Frequently asked questions

Do I need a will or a trust?

A will directs who receives your assets and goes through probate. A living trust can avoid probate and add privacy and control. Many people use both. The right mix depends on your assets and goals.

Do I need an attorney?

Simple estates may be served by reputable online tools. Larger or more complex estates, business owners, or blended families usually benefit from a licensed estate attorney.

How do I avoid probate?

Common tools include a properly funded revocable living trust, beneficiary designations, and joint ownership. An estate professional can tailor this to your state and situation.

Tactical Wealth Guard is not a law firm and does not provide legal advice. We connect you with licensed attorneys and estate-planning services, including our asset-protection partner Sophic Wealth. Estate laws vary by state. Consult a licensed professional about your situation.

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