Legacy Trust
$2,495
Homeowners who want to keep their home out of court
- Living trust
- Wills, powers of attorney and health care directives
- Attorney review available
Estate Advisor · NJ · PA · NY · DE
You might already have a will or trust—but that doesn't mean it will actually work when it's needed.
Most plans are built in pieces. Documents in one place, accounts in another, decisions never tied together.
See where your plan may have gaps—before your family has to.
Take the 2-Minute Check
¿Prefiere en español? Haga el chequeo aquí →
Complimentary · 2 minutes · Plans from $697
Identify possible gaps in your estate plan and what may deserve a closer look. This screening is educational, not legal advice.
Eric Rodriguez
Estate Advisor · AFC™
“We thought everything was fine… until we walked through it.”— Rachel H., Cherry Hill NJTrustGuard client · No compensation was provided for this statement.
What this shows you
- What actually happens to your accounts
- Who can legally make decisions for you
- Whether everything works together—when it matters
★ 5.0 on Thumbtack · verified reviews·Attorney Review Available·State-Specific·Serving NJ, PA, NY & DE
Eric Rodriguez
Family. Finances. Legacy.
Estate Advisor · AFC™ (Accredited Financial Counselor)
How it works
01 — Check
Answer a few questions to identify possible planning gaps.
02 — Understand
Book a complimentary 20-minute review to discuss your situation and priorities.
03 — Decide
Understand your options and choose whether to take the next step.
Nothing feels urgent—until something has to be handled.
That’s when:
- an account doesn’t transfer
- a decision isn’t clear
- your family is left to figure it out
That’s when small gaps turn into delays, confusion, and decisions your family didn’t expect to make.
Estate planning is really about having clarity when things aren’t certain.
Most families don’t have one plan. They have a collection of decisions made over time.
Most families I speak with have worked hard to build something—they just haven’t had anyone walk through how it all fits together.
What happens when things aren't connected
- Accounts don't always transfer the way you think.
- Decisions aren't always clearly defined.
- Plans can quietly go out of date.
Often nothing is missing—it’s just not structured to work when it’s actually used.
“It looked fine on paper…”
Then we saw what would actually happen. That changed everything.
TrustGuard client · No compensation was provided for this statement.
Most plans look like this
Scattered
accounts, documents, decisions handled separately
What you actually need
Connected
everything working together when it matters
What people realize after checking their plan
“We thought everything was fine… until we walked through it. Now we actually understand how everything works.”
— Rachel H., Cherry Hill NJ
TrustGuard client · No compensation was provided for this statement.
“Very informative and helped us understand what we actually needed.”
— David G., NJ
TrustGuard client · No compensation was provided for this statement.
“We weren’t sure what to do—this helped us figure out the right next step.”
— Re B., NJ
TrustGuard client · No compensation was provided for this statement.
★ 5.0 rating · verified reviews·Trusted by local families across NJ, PA, NY & DE
Take the 2-Minute Check
Takes about 2 minutes · Better to know now—before it’s tested
Built and guided by an Estate Advisor
Guided process · Attorney review available
Helping NJ families get organized
Clear. Structured. Professional.
Simple, upfront pricing
Every plan is guided step by step. Your 20-minute review is complimentary.
Family
$997
about $499 per person
Married couples and parents
- Wills for both spouses
- Powers of attorney
- Health care directives
Essentials
$697
Single, or just getting started
- Will
- Power of attorney
- Health care directive
More complex situations (blended families, business owners, several properties)? Custom plans from $3,900.
A mobile notary comes to your home for signing; the notary fee is paid separately. County recording fees for deeds, if any, are paid directly to the county.
Family TrustGuard is not a law firm and does not provide legal advice. Independent attorney services may be available when appropriate.
Common questions
You don't need to figure everything out today.
You just need to see what's actually there—once.
You answer a simple guided questionnaire. Your state-specific documents are created from your answers, and we walk you through every step, from the first question to signing at your kitchen table. Attorney review is available when your situation calls for it.
Start with a Complimentary Review
Structured clarity in minutes · Better to know now—before it’s tested