How EasyTrust works
A clear path from "I don't know where we stand" to "I know exactly what to do next."
1. Free protection scan
A short set of questions gives you an immediate read on your biggest gaps — no account required to see the result.
2. Create your household
Your account creates a private household record. Only you can see it unless you deliberately share it.
3. Guided intake
Eleven short stages, in plain language. Estimates are welcome. Nothing is required all at once and progress is saved as you go.
4. Organize what you own
Property, financial and retirement accounts, insurance, business interests, digital accounts and valuables — each with the details a plan depends on.
5. Protection Score and readiness
A transparent score out of 100 across eight areas, plus a rules-based read on whether a trust-based plan is worth discussing.
6. Family Wealth Blueprint
Your prioritized action plan: what to fix, why it matters, what it protects, and whether you can do it yourself.
7. Professional help when needed
When your situation calls for professional judgment, EasyTrust prepares your organized package and routes you to a verified provider.
What the guided intake covers
About you
Let's start with you. This tells us which state's requirements apply to your plan.
Your family
Now the people in your life. Add anyone who depends on you or would inherit.
People you trust
Who would you want to handle things, or care for someone, if you could not? Plain language first.
What you own
Estimates are fine. We use your numbers to calculate your estate totals.
Real estate
Property details matter most, because property often decides how a plan works.
Businesses
If you own any part of a business, tell us how it is set up.
Insurance
Life insurance passes by beneficiary designation, so we track it separately.
Existing documents
Tell us what already exists. You can upload copies to your private vault.
What matters to you
Choose what you care about most. This shapes your recommendations.
Distribution preferences
How would you want an inheritance to reach people?
Review
Here is everything you told us. Edit anything before we run your analysis.
Where the line is drawn
EasyTrust provides technology, organization, education, calculations, workflow assistance and access to appropriate professionals. Where personalized professional judgment is needed, we route you to a provider who can help. EasyTrust is not a law firm and does not provide legal advice.
AI is used to explain, summarize and guide. It never calculates your score, decides your readiness level, or determines what the law requires. Those results come from deterministic rules and, where state law matters, from rules we have verified against a cited source. If we haven't verified a rule for your state yet, we say so rather than guessing.
Start your free scan