Legacy Trust
$1,995
Homeowners who want to help keep their home out of probate
- Living trust
- Wills, powers of attorney and health care directives
- Attorney review available
For the people you love
Eric Rodriguez
Estate Advisor · AFC™
You might already have a will or trust—but that doesn't mean it will actually work when it's needed.
This 2-minute check highlights where your accounts, documents, and decisions may not work together.
Take the 2-Minute Check
Complimentary · 2 minutes · Plans from $695
Identify possible gaps in your estate plan and what may deserve a closer look. This screening is educational, not legal advice.
¿Prefiere en español? Haga el chequeo aquí →“We thought everything was fine… until we walked through it.”— Rachel H., Cherry Hill NJTrustGuard client · No compensation was provided for this statement.
Areas this check helps you review
- Beneficiaries and account transfers
- Who you have named to make decisions
- How your documents and accounts fit together
★ 5.0 from 28 Thumbtack reviews·Attorney Review Available·State-Specific·Based in Cherry Hill, NJ · Serving families nationwide
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
If you want a document plan, choose the paid package that fits your needs.
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
A closer look now can help you identify what needs attention.
Estate planning is really about having clarity when things aren’t certain.
Your accounts, documents, and decisions may have been set up at different times.
What happens when things aren't connected
- Account details
- Decision-makers
- Recent life changes
Often nothing is missing—the pieces just need to be reviewed together.
“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 from 28 Thumbtack reviews·Trusted by families in NJ and beyond
Take the 2-Minute Check
Takes about 2 minutes · Better to know now—before it’s tested
Built and guided by an Estate Advisor
Step-by-step guidance
Helping families get organized
Clear. Structured. Professional.
Simple, upfront pricing
Every plan is guided step by step. Your 20-minute review is complimentary.
Family
$995
about $498 per person
Married couples and parents
- Wills for both spouses
- Powers of attorney
- Health care directives
Essentials
$695
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.
Start with a complimentary review. Choose a paid plan only if you decide to move forward.
If you choose a plan, we guide you from questionnaire to signing. Independent attorney review is an optional add-on when appropriate.
Start with a Complimentary Review
20 minutes · By phone or Zoom · No cost, no obligation