Prepare Your Trust & Will Information — Before You Meet an Attorney
TrustPrep helps individuals organize trust and will information into a clean, attorney-ready intake packet. No legal advice. No document drafting. Just structured preparation.
Choose Your Intake Packet
One-time paymentTrust + Will Intake Packet
Complete intake packet covering both trust and will preparation. Designed for clients planning to discuss trust creation with an attorney.
- Trust intake packet
- Will intake packet
- Trustees & successor trustees
- Beneficiaries & distributions
- Attorney-ready PDF summary
Will Intake Packet
A streamlined intake packet for individuals preparing to create or update a will.
- Will intake packet only
- Family & guardian information
- Executor selection
- Beneficiaries & distributions
- Attorney-ready PDF summary
Not sure which option you need? You may start with the Will Intake Packet and upgrade to Trust + Will later.
Proudly Supporting Local Veterans
Community PartnershipTrustPrep is proud to support local veterans through a community partnership with Veterans Corner, a nonprofit organization serving veterans in Louisiana.
- 10% of every TrustPrep purchase is dedicated to supporting Veterans Corner programs.
- Customers may also choose to make an optional donation after purchase.
- We publish quarterly donation updates for transparency.
Learn more on our Veteran Support page.
TrustPrep is not affiliated with or endorsed by the U.S. Department of Veterans Affairs or any government agency.
Important Disclosure
TrustPrep is not a law firm and does not provide legal advice. TrustPrep does not draft legal documents. This tool is intended solely to help individuals organize information commonly requested by attorneys during trust and will consultations.