Your Estate Plan, Done Right — Fast, Affordable, and California-Compliant
Protect your family, your assets, and your wishes with an attorney-designed online estate planning platform — partnered with Tandy Consulting Inc.
Who This Is For
- First-time homeowners
- Parents of minor children
- Business owners wanting to protect succession plans
- Blended families
- Retirees
- Individuals managing multi-property estates
- Anyone who wants to avoid probate and simplify planning
Why Partner With Tandy Consulting Inc. + Trust & Will
Helping families secure their legacy with a reliable, modern estate planning solution.
What You Can Create:
- Last Will & Testament
- Revocable Living Trusts
- Guardianship Designations
- Advance Healthcare Directives
- HIPAA Authorizations
- Financial Power of Attorney
Why Clients Love It:
- Fast guided process
- Attorney-designed documents
- California-specific customization
- Simple updates anytime
- Secure digital storage
- Affordable pricing
Why California Families Shouldn’t Wait
Life changes fast — your documents should keep up.
Most Common Reasons People Create a Will or Trust:
- You purchased a home
- You got married
- You had kids
- You want to avoid probate
- You want to protect inheritances
- You want to name guardians
- You want clarity for loved ones
- You want digital access to updates
How It Works
1. Answer a few guided questions
Trust & Will walks you step-by-step through your goals, property, and beneficiaries.
2. Documents are customized for California law
Your plan is automatically tailored to California’s requirements.
3. Print, sign, and notarize
Trust & Will provides instructions to finalize everything correctly.
4. Store and update online anytime
Keep everything secure and easy to access.
What’s Included
Will Package
- Last Will & Testament
- Guardianship designations
- Final arrangements
Trust Package
- Revocable Living Trust
- Pour-Over Will
- Schedule of assets
- Certification of Trust
Financial & Healthcare Directives
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
FAQ
Is Trust & Will legally valid in California?
Yes. Documents are attorney-designed and follow California-specific requirements.
Do I still need a lawyer?
Most families don’t — Trust & Will is designed for clear, standard estate planning needs. If you have a complex situation, we can guide you to next steps.
Is this secure?
Trust & Will uses bank-level encryption and secure storage.
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Disclaimer: The information on this website is for informational and educational purposes only and should not be considered legal, tax, or accounting advice. Laws and regulations— including IRS rules and California conformity provisions—are subject to change, and guidance may evolve after publication. No guarantee is made regarding the accuracy or completeness of the content. Reading this website does not create a client relationship with Tandy Consulting Inc. For advice specific to your situation, please consult a qualified professional. ©2025 Tandy Consulting In. All rights reserved