In development
Talk to an attorney.
A targeted call with a licensed estate-planning attorney in your state — for the questions Trustwise's questionnaire and articles can't fully cover.
Most people don't need an attorney for their will. Some do. The Trustwise consultation network exists for the “some” case: a 30-minute call to confirm a specific question, or a full hour to walk through a complex situation. No ongoing retainer. Pay per call.
Two options
Pick the depth that matches your question.
30-minute consultation
$99
A focused call covering one or two specific questions about your plan.
Best for
- —Reviewing a draft will before you sign
- —Asking about a specific clause or beneficiary structure
- —Confirming whether your situation is too complex for DIY
- —Estate-tax exposure if you're near a threshold
1-hour deep consultation
$199
Full review of your situation, with recommendations across documents and tax planning.
Best for
- —Blended families with kids from prior relationships
- —Estate-tax planning if you're over $5M
- —Special-needs trust funding from a settlement
- —Multi-state property and ancillary probate
- —Pre/post-nup interaction with estate plan
How it works
Four steps from question to answer.
Step 1
Tell us your situation
A short form captures the basics: state, family situation, the question you want answered.
Step 2
We match you with a state-licensed attorney
Our network covers attorneys licensed in your state, specializing in estate planning. They've reviewed our templates and know how Trustwise documents fit your case.
Step 3
Schedule the call
Within 2 business days, you'll have a calendar invite. Calls are video or phone, your choice.
Step 4
Get a written follow-up
After the call, the attorney sends a brief written summary of what was discussed and any recommended next steps. Yours to keep, share with family, or hand to a future attorney.
How it compares
The attorney-access market.
| Service | Price | Attorney |
|---|---|---|
| Trustwise 30-min | $99 | Network attorney, your state, specialty estate planning |
| Trust & Will Attorney Support | $299 (1 year of access) | Network attorney |
| LegalZoom Attorney Plan | $25/mo (after 30-day trial) | Network attorney, broader practice |
| Direct estate-planning attorney | $300-$500 / hour | Your chosen attorney |
When you actually need this
The signals.
Estate above $5M
Federal estate-tax planning. Worth the consultation.
Blended family
QTIP trust structures, prior-marriage children, second-spouse balancing.
Special-needs beneficiary funded by a settlement
First-party SNT timing and Medicaid payback rules — specialist territory.
Cross-border elements
Foreign property, non-citizen spouse, dual citizenship.
Anticipated will contest
Disinherited family member likely to challenge — drafting matters.
Active business with succession question
Buy-sell agreements, valuation, key-person planning.
Be first in line when this launches.
The attorney network is in build-out — we're partnering with state-licensed estate-planning attorneys now. We'll email you the moment it's ready in your state.
Most people don't need an attorney. Some do.
Run the will-or-trust quiz first. If your situation has flags, the consultation is worth the cost.