Estate Foundation — for the one your family would call first
Your family’s estate plan. Finished, in 30 days.
The trust, the wills, the powers of attorney — and everything estate plans usually skip: the funding, the beneficiary alignment, and the one-page map your family would actually reach for. Coordinated for you, built on Trust & Will, for one household.
Five households a month. This is how we find out if yours is one of them.
Backed by the Foundation Guarantee: documents signed and your Map delivered in 30 days — or every dollar back. The call is how we make sure we can keep that promise.
Built on Trust & Will
Powered by Good Stewards
Who this is for
For the one your family calls first. Who has no plan for the day they can’t answer.
You’re the person who made it — so you became the person who handles it. The accounts, the policies, where everything lives: it’s all in your head. Which means right now, your family’s estate plan is your phone number.
Estate Foundation takes the plan out of your head and puts it on a page they can hold.
You could do this yourself — you do everything yourself. That’s exactly why it hasn’t happened: an attorney, an advisor, an insurance agent, and a year of your own follow-through, all queued behind everyone else’s emergencies. Estate Foundation collapses it into one coordinated month. Your only job is the decisions.
Be honest
Most estate plans don’t fail in court. They fail in a drawer.
Tonight
Everything routes through one person. The documents sit in a someday folder, because someone else’s crisis always cuts the line. The accounts name the wrong people, or no one. If tonight went wrong, your family’s first move is a search party — for passwords, for policies, for what you would have known without looking.
Why it stays that way
Three layers have to say the same thing: the documents, the designations, and the titling. The will got signed but the house was never retitled. The trust exists but was never funded, so the assets go through probate anyway. The 401(k) still names someone from another chapter, and the beneficiary form beats the will. Every time.
A modest plan that’s finished protects your family. An expensive plan that’s almost finished protects no one.
Thirty days from now
Signed, funded, mapped, briefed. One page that answers without you. A vault your executor can already open. Designations that match the documents, and titling that matches both.
For the first time, the system isn’t you.
An estate plan is not paperwork for your death. It is instructions for their worst week.
Why you can trust it
The engine is Trust & Will. The finish is us.
We don’t draft documents in a back room — and we don’t pretend the paperwork is the hard part. Your documents are created on Trust & Will: attorney-designed, specific to your state, the platform more than a million families have used. We do everything around them — the decisions, the funding, the follow-through, the family.
1M+
families served on Trust & Will
All 50
states, attorney-designed documents
4.6★
on Trustpilot, across 5,800+ reviews
What families say about the platform your documents are built on
★★★★★
“We were able to replace our out of date wills with up to date ones that we trust to be thorough.”
★★★★★
“They understood our needs and helped us to develop what we needed for a complete and accurate workable plan. We can not recommend them enough.”
★★★★★
“The online Will is really quite easy but extensive and covers questions for you to answer that you didn't even think about. They guide you step by step.”
Reviews of Trust & Will, the document platform inside Estate Foundation — 4.6★ across 5,800+ reviews; five-star reviews shown. The finish — the funding, the alignment, the Map, the Letter — is ours.
Why us
We did this for our family first.
The G.A. Davis family has held its annual Family Financial Seminar ten years running without missing one — the eleventh is this November. Our documents are signed. Our accounts are aligned. Our Map is one page, and everyone knows exactly where it lives — which means it isn’t one person’s memory anymore.
Estate Foundation is that same finish, delivered to your household in a month instead of a decade.
Our founder delivers Estate Foundation personally. Five households a month. When the month is full, the next one opens. The fit call is with him.
What the call is
Fifteen minutes. Three questions.
Not a pitch. A fit check — because five households a month means we can’t take everyone, and we won’t take a household we can’t finish in thirty.
Question 1
What you own and how it’s titled
Accounts, policies, property. Rough is fine — this is what the intake will make exact.
Question 2
Who’s in the room
Both spouses on the call, the one rule of the engagement. If there are people you’d name — executor, guardian — we’ll talk about them.
Question 3
Whether thirty days is realistic for you
If your situation needs an attorney instead, you’ll hear it here, for free, and we’ll point you to one.
If it’s a fit, you’ll leave the call with your start date and your day-one intake on the calendar. If it isn’t, you’ll leave with a straight answer.
What nobody else gives you
Two things that only exist because we built them.
The Family Protection Map
One page your family reaches for first
Legal documents protect your family in court. The Family Protection Map protects them at the kitchen table — one page that says who, where, and what now. It’s also the first time most families put roles in writing — executor, trustee, guardian, agent. Before it’s paperwork, it’s your family’s first org chart.
If something happens to you
Who steps in, in what order, with which document in hand
Where everything lives
Every account, policy, and deed — and how each is titled
Who your family calls
The named people: executor, trustee, guardians, agents
What happens to the kids
Guardianship, in writing, with backups named
What needs updating, when
The events that should trigger a review — tracked for you
What each asset is for
Your top three assets, annotated in your own words via the Steward’s Letter
The Steward’s Letter
Every estate plan transfers your money. This one transfers you.
In a guided interview, we capture — in your words, in your voice — why the money exists. How this family thinks about debt, about saving, about giving, about helping each other. The things you’d want said at the kitchen table, written down before the week nobody plans for.
Then we annotate your three most important assets right on the Map: what each one is, why you chose it, what it’s for — and what never to do with it.
It is the part of being your family’s bank that no document captures: not what you decided, but how you decide. Right now that only exists in conversations with you.
The trust says who gets it. The Letter says what it’s for.
Both live in the Vault, side by side, mirroring each other — so the next generation inherits the thinking, not just the balance.
What you get
Seven places estate plans stall. Seven deliverables that close them.
Layer 1
The Guided Intake
Guardian, executor, trustee, agents — the decisions you have been carrying alone for years, made in one guided session, in plain language.
Layer 2
The 30-Day Managed Timeline
Drafted, reviewed line by line, signed, witnessed, and notarized on a schedule we manage — so the month cannot quietly become a year.
Layer 3
The Funding Roadmap
Every retitling letter and beneficiary instruction prepared submit-ready, and every account tracked from prepared to signed to submitted to confirmed.
Layer 4
The Beneficiary Audit
Every account, policy, and deed checked against the plan, so the documents, the designations, and the titling finally say the same thing.
Layer 5
The Family Protection Map + Digital Vault
One page your family reaches for first, backed by a year of the white-glove Vault — so the answers live somewhere other than your head.
Every document filed and encrypted for you, expiry-tracked; executor and attorney access configured before it is needed; Inbox Autopilot files what you forward, and Sage answers from your index — never from the files themselves.
Layer 6
The Family Briefing
We walk your household through the Map together, so your executor does not learn they are the executor during the worst week.
Layer 7
The Maintenance Layer
Twelve months of life-event tracking and the Month-12 Review, so the plan you made stays the plan you have.
Want the detail on any one of these? Every line is itemized below — open one to see exactly what it includes.
How the month goes
Thirty days, five moves, finished
Day 1
The intake
One guided session: your household, your people, your accounts, your wishes — captured once, in plain language.
Days 2–7
Documents drafted
Your trust, wills, powers of attorney, and healthcare directives are prepared on Trust & Will, state-specific to you.
Days 8–14
The review
We walk every document with you, line by line, until each decision reads exactly the way you meant it.
Days 15–21
Signing & witnesses
Execution done right: signing, witnessing, and notarization coordinated so nothing is left half-legal.
Days 22–30
The Roadmap, the Map & the Letter
Your Funding Roadmap prepared — every letter ready to sign, tracked to confirmed — your Beneficiary Audit delivered, your vault set up white-glove, your Steward’s Letter finished, the Family Protection Map in your family’s hands, and the Family Briefing scheduled.
The price
What finished costs
A traditional estate attorney runs $3,000 to $5,000 — for the documents, a funding memo, and a handshake. Below is what it takes to actually finish, priced one piece at a time — every line at what the vendor who sells only that piece charges today.
Trust & Will Good StewardsEvery line opens — tap one to see exactly what it includes.
Layer 1The Guided Intake — every decision, captured in one sitting$400
One guided session with both spouses, where the decisions you have been postponing get made out loud and written down — no forms to figure out alone, no legal vocabulary to learn first.
What you get
- A guided session with both spouses on the call — the one rule of the engagement
- Guardians for your children named, with backups, and the reasoning captured
- Executor, trustee, and successor trustee chosen — including who does not get named, and why
- Financial power of attorney and healthcare agents named, in order
- Your healthcare wishes stated in plain language, so the directive says what you meant
- A first inventory of accounts, policies, property, and the people attached to each
- A written recap of every decision, sent back to you before anything is drafted
When: Day 1 of your thirty days.
Layer 2The 30-Day Managed Timeline — review, signing, witnesses, notary, coordinated$800
The reason the month cannot quietly become a year: a dated schedule someone else is responsible for keeping, from the intake to the signed, witnessed, notarized set.
What you get
- A dated plan for all thirty days — drafting, review, signing, and delivery, scheduled up front
- A line-by-line review call on your documents before anything is signed
- Signing, witnessing, and notarization coordinated for your state
- One named person who chases the next step instead of waiting for you to
- Reminders and scheduling handled — the follow-up is ours, not yours
- Live status in your family vault, so you can see where the month stands at any hour
When: Runs the full thirty days, Day 1 to Day 30.
Layer 3The Funding Roadmap — every letter prepared, every account tracked to confirmed$2,400
The step most plans die at. A trust nobody funds is a stack of paper — so every account gets a prepared instruction, and every account gets tracked until the institution confirms it.
What you get
- An account-by-account list of what must be retitled, redesignated, or left exactly as it is
- A prepared, submit-ready instruction letter for each institution — addressed, filled, ready to sign
- Beneficiary and transfer-on-death forms pre-filled to match the plan
- Trust & Will’s Schedule of Assets and Certification of Trust prepared alongside
- Your primary home handled through Trust & Will’s Deed Transfer Service
- A tracker moving every account through prepared → signed → submitted → confirmed
- Follow-up on anything an institution sits on, until the row reads confirmed
When: Prepared by Day 30, then tracked to confirmed as institutions respond.
You sign and send. Good Stewards prepares and tracks the paperwork and never touches, holds, or directs your accounts.
Layer 4The Beneficiary Audit — designations and titling aligned to the plan$600
Beneficiary designations override your will. This is the check that finds where your accounts still say something your documents do not — before your family finds it for you.
What you get
- Every retirement account, brokerage account, and bank account checked against the plan
- Every life insurance policy and annuity checked, primary and contingent
- Every deed and titled asset checked for how it is actually held
- Conflicts flagged by name — a former spouse still listed, minors named outright, an estate named as beneficiary, a TOD that quietly bypasses the trust
- A written findings list with the specific fix for each account
- Re-run at the Month-12 Review, against whatever changed that year
When: Delivered inside the thirty days, with the Roadmap.
Layer 5The Family Protection Map — one page, versioned, kept current$600
The single page your family reaches for first — the one document that answers what to do, in what order, without opening a single legal file.
What you get
- Who steps in if something happens to you, in what order, with which document in hand
- Where everything lives — every account, policy, and deed, and how each is titled
- The names and numbers your family calls: executor, trustee, guardians, agents
- What happens to the kids — guardianship in writing, with backups named
- What should trigger a review, and when
- What each of your top three assets is for, annotated in your own words
- Delivered printed, as a PDF, and in your vault — versioned, and reissued when the facts change
When: In your family’s hands by Day 30, kept current for twelve months.
Layer 5A year of the white-glove Digital Vault — gathered, filed, access configured$600
White-glove means we do the filing. You forward or hand over what you have; it comes back organized, encrypted, expiry-tracked, and reachable by the people who will need it.
What you get
- We gather and file your documents for you — no empty folder to fill on your own
- Everything stored encrypted in a private vault, filed by category
- Expiry tracking with reminders for passports, policies, registrations, and anything else with a date on it
- Access configured before it is needed — spouse, executor, attorney, each with their own scope
- Inbox Autopilot files what you forward, automatically
- Sage, your assistant, answers from the document index only — never from the contents of your files
- An access log: every view recorded, so you can see who opened what
- Twelve months included with Estate Foundation
When: Set up during the thirty days, then yours for twelve months.
Layer 6The Family Briefing — the Map, walked through with your household$900
A plan nobody has been told about is still a surprise. We get your household on one call and walk the Map together, so your executor does not learn they are the executor during the worst week of their life.
What you get
- A scheduled call with the people you named — spouse, executor, guardians, adult children, as you choose
- The Family Protection Map walked through end to end, out loud
- Each named person hears their own role, in front of everyone else
- Where the documents live and how each person reaches them, shown on screen
- Their questions answered live, by us — not by you, later, one at a time
- A copy of the Map for every named person, plus written notes from the call
When: Scheduled inside the thirty days.
Layer 7The Maintenance Layer — 12 months of life-event tracking + the Month-12 Review$500
Estate plans do not go stale on a schedule — they go stale on a birth, a move, a new account, a death. This is the year of watching that keeps the plan you made the plan you have.
What you get
- Twelve months of life-event tracking: a move, a birth, a marriage or divorce, a death, a new job or state, a new account or property
- Expiry reminders on every dated document in your vault
- Your Map reissued whenever the facts underneath it change
- A Month-12 Review call that re-runs the Beneficiary Audit against the year
- Funding re-checked — anything opened since Day 30 gets its own instruction
- A written year-end summary of what changed and what still needs a signature
When: Months 1 through 12, closing with the Month-12 Review.
The Second InheritanceThe Steward’s Letter — guided capture, heirloom document$900
The part of an inheritance no document carries: why you built what you built, and what you meant it for. Captured while you can still be asked.
What you get
- Guided capture sessions — we ask, you talk; nobody hands you a blank page
- Your words transcribed and edited into a finished letter, in your voice, not rewritten into ours
- Your top three assets annotated: what each one is for, and what you hope happens to it
- The values and the story behind the decisions in your plan
- Typeset and printed as an heirloom document, with a copy filed in your vault
- Delivered to you — yours to hand over, or to leave where they will find it
When: Captured during the thirty days, printed and delivered after.
The engineThe documents — Trust & Will couples plan with Attorney Support$898
The legal instruments themselves, prepared on Trust & Will’s platform and state-specific to you — the couples Trust plan plus their Attorney Support, at Trust & Will’s own published price.
What you get
- A revocable living trust for your household
- Pour-over wills for both spouses
- Financial power of attorney for each of you
- Healthcare directive and HIPAA authorization for each of you
- State-specific documents, with signing and witnessing instructions for your state
- Trust & Will’s Attorney Support, included in the plan price shown
- The one line on this ledger you can price-check in thirty seconds at trustandwill.com
When: Drafted Days 2–7, reviewed with you, signed by Day 21.
Good Stewards is not a law firm and gives no legal or tax advice. The documents are prepared by Trust & Will; attorney support is theirs.
The documents are one line out of ten. That’s the point — the paperwork was never the hard part.
And three numbers that never make the ledger
$2,999
the credit
Every dollar of Estate Foundation applies in full toward the Family Office Build within 90 days.Estate Foundation protects your family from the day they lose you. The Family Office Build handles every other day — it gives your family the same structure a family office runs on: the legal entity, the shared account, written rules for who decides what, and a vote on every move. So the requests, the decisions, and the money stop running through your phone while you’re here.
Five figures
the cost of almost
An unfunded estate usually means probate: court-supervised, public, often a year or longer, with costs commonly estimated at 3–7% of the estate. On even a modest home and savings, that’s five figures — paid by your family, at the worst possible time. A funded, aligned plan is designed to keep them out of that room entirely.
$0
your risk
Signed documents and your Map in 30 days, or every dollar back. And if week one shows your situation needs an attorney instead, you pay nothing and we point you to the right one.
Five households a month. This is how we find out if yours is one of them.
Straight answer
Where our job ends
Estate Foundation is coordination, not counsel. We are not a law firm, we do not give legal or tax advice, and we will never pretend a platform document is the answer to a question that needs an attorney.
The same straight answer on funding: we prepare every instruction letter and track every account on your Funding Roadmap, but the signatures and submissions are yours — Good Stewards never touches, holds, or directs your accounts.
Not included: bespoke attorney drafting, tax or Medicaid planning, special-needs trusts, business succession, or contested-family situations. If your household needs any of those, we say so in week one and point you to the right professional — the guarantee below covers that conversation too.
The Foundation Guarantee
Signed documents and your Map in 30 days — or every dollar back.
If we miss the month, or if in week one we determine your situation needs an attorney instead, you pay nothing. No forms, no friction, no fine print beyond this sentence.
Five households a month. This is how we find out if yours is one of them.
Asked and answered
Questions families ask first
Basics
Is this legal advice?
No. Good Stewards is not a law firm and does not provide legal advice. Your documents are created through Trust & Will, whose attorney-designed, state-specific platform prepares them; we coordinate the process end to end and organize the result for your family.
What exactly do we get for $2,999?
Everything in the ledger above, for one household: the living trust, both wills, powers of attorney, healthcare directives, guardianship nominations, the Funding Roadmap with every letter prepared and tracked, the Beneficiary Audit, the Steward’s Letter, a year of the white-glove Digital Vault, the Family Briefing, the Month-12 Review, and the Family Protection Map — finished with you across 30 days.
Why a call? Can’t I just buy it?
You can — the start button is right there, and it’s the same $2,999. The call exists because we take five households a month and finish every one in thirty days, and we’d rather spend fifteen minutes confirming we can keep that promise than refund you in week one.
What happens on the call?
Three questions: what you own, who’s in the room, and whether thirty days is realistic. Both spouses on. If it’s a fit, you pick a start date. If it isn’t, you get a referral and no invoice.
We already have a will. Do we still need this?
A will alone usually still means probate, and it says nothing about accounts that pass by beneficiary designation or title. Estate Foundation lines up all three layers — documents, designations, and titling — with a prepared, tracked Funding Roadmap so they end up saying the same thing.
The month
How much of our time does it take?
Plan on a handful of focused sessions across the 30 days: the intake, the Steward’s Letter interview, the review, the signing, and the Family Briefing. We do the coordination in between.
What if our situation is complicated?
Estate Foundation covers the foundation a typical household needs. If your situation calls for bespoke counsel — a taxable estate, a special-needs trust, business succession — we will tell you plainly and point you to an attorney rather than force a fit.
Worth it
I handle everything myself. Why wouldn’t I just do this?
You would. You haven’t. Not because it’s hard — because you’re everyone else’s plan first, and your own plan is the one thing with no deadline attached. Estate Foundation supplies the deadline, the sequence, and the person doing the chasing. Your job is the decisions; ours is everything between them.
Trust & Will is a few hundred dollars on its own. Why are you $2,999?
It is — and the documents are included. Trust & Will is where your documents get made. We’re why they get finished: funded, aligned, signed, briefed to your family, and findable on the day they’re needed. Most trusts are never fully funded. Ours don’t leave the month without a tracked plan to get there.
Why not just hire an estate attorney?
For bespoke situations, you should — and if yours is one, we’ll tell you in week one and the guarantee covers it. For the foundation a typical household needs, an attorney runs $3,000–$5,000 for the documents and a funding memo. Estate Foundation sits below that range and finishes the four layers most engagements never touch: the funding tracked to confirmed, the designations aligned, the family briefed, and everything vaulted and maintained.
After
What happens after the 30 days?
You keep everything, and for the next 12 months we track the life events that should trigger an update and close the year with your Month-12 Review. Families who want to go further than one household can apply their full $2,999 toward the Family Office Build — the ninety-day engagement that stands the household up as an institution. The Foundation stands on its own.
Still have a question?
Text us at (317) 750-4230. A person answers — the same person who delivers the month.
Not ready this month?
Start with the free Family Protection Map worksheet.
The one-page version you fill in yourself — who steps in, where everything lives, who your family calls. We’ll email it to you.
Thirty days from now, this is finished.
One household. One month. One page your family can answer from without calling you — and a letter that tells them why.
Five households a month. This is how we find out if yours is one of them.
Estate Foundation is an estate-coordination service provided by Good Stewards. Good Stewards is not a law firm, does not provide legal, tax, or financial advice, and no attorney-client relationship is created. Estate planning documents are prepared through Trust & Will, an independent third-party platform; Trust & Will is a trademark of its respective owner and does not endorse this offer. Price covers one household.