Your family shouldn't have to guess.Lock the plan in.
Most estate plans fail for one reason: they were never finished. Trust Lock closes that gap two ways —
generate your documents yourself in minutes, or bring in our advisors to
architect and fund the entire plan with you.
Every plan we build answers one question — will this hold up for the people who come after you?
~67%
of American adults have no will or trust in place at all.
3–24 mo
Typical probate timeline — during which assets are frozen and public.
3–8%
Share of estate value commonly consumed by probate fees and court costs.
The #1 failure
An unfunded trust. Signed, notarized — and legally empty. We fix that on both paths.
The Architecture
Two paths. Pick the one that matches your life — not your budget.
We built both tracks because the honest answer is that they serve different people. A straightforward household and a family holding a business across three states should not be handed the same product.
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Path One · Self-Service
Trust Lock Direct
Answer a guided intake, and the system drafts your documents on the spot —
attorney-drafted templates, populated with your specifics, formatted to your state's execution requirements.
Buy one document or the full package.
Best fit: clear wishes, uncomplicated assets, and you want this handled today without scheduling anything.
✓ Buy à la carte or as a discounted package
✓ Instant generation — PDF + editable Word
✓ State-specific signing & witness instructions
✓ Step-by-step funding checklist included
✓ Lifetime encrypted vault in Trust Lock
✓ Upgrade to Private Client anytime — we credit what you paid
We do the work with you. A real intake evaluation, one-on-one consultations, and strategy calls
where we map your assets, find the exposure, and build the structure around it —
then make sure it's actually funded and titled correctly.
Best fit: real assets, a business, blended family, property in multiple states, a beneficiary who needs protecting, or wealth you intend to move across generations.
Five questions. We'll tell you straight — including when you don't need us. Nothing is stored and no email is required.
Question 1 of 5
What does your real estate look like?
Property is the most common reason a plan gets complicated.
Question 2 of 5
Do you own a business or hold private investments?
Business interests rarely transfer cleanly without a deliberate structure.
Question 3 of 5
Describe your family situation.
This drives how carefully distribution language has to be written.
Question 4 of 5
Roughly what is your total estate worth?
Count real estate, retirement, investments, business value, and life insurance.
Question 5 of 5
What do you want out of this?
Be honest — it changes our recommendation more than anything else.
Our recommendation
Trust Lock Direct is genuinely enough for you.
Here's our honest read: your situation is the one self-service was designed for.
Nothing in your answers triggers the complexity that requires a strategist — no multi-state property,
no business to pass down, no competing family interests, no estate-tax exposure. Paying advisory fees
for that would be paying for insurance against a risk you don't have.
Generate your documents, follow the funding checklist carefully — that's the step people skip
and it's the step that matters — and you'll be in better shape than most families in the country.
✓ Straightforward assets✓ Clear beneficiaries✓ No tax exposure
Start with the Complete Package — add a strategy call.
Here's our honest read: you're in the middle, and that's a real place to be.
Your assets are substantial enough that mistakes get expensive, but your structure isn't complex
enough to need a full advisory engagement.
Our recommendation: buy the Complete Trust Package and add a single
Plan Review & Strategy Call. You get the cost efficiency of self-service, plus a
professional confirming your trust is funded, your beneficiary designations line up, and nothing
contradicts anything else. That last part is where most DIY plans quietly break.
◑ Meaningful assets◑ Funding needs verifying◑ Worth a second set of eyes
You need Private Client. Templates will cost you more than we will.
Here's our honest read: your answers include at least one hard complexity trigger —
a business, property across state lines, a blended family, a beneficiary who needs protecting,
or an estate large enough to attract tax exposure.
Any one of those makes generic templates genuinely risky. Not because the documents are bad,
but because the right documents for your situation can only be identified by looking at your
whole picture — how title is held, how designations are set, how a business interest is valued
and transferred, what happens if a beneficiary divorces or is sued. A form can't ask those questions.
A litigated estate costs multiples of what planning does.
▲ Complexity triggers present▲ Strategy required▲ Funding must be verified
Trust Lock Direct — buy the document, or buy the plan.
Attorney-drafted templates, populated with your answers, formatted to your state's execution rules. Generated the moment you finish the intake. Every purchase includes PDF and editable Word versions plus lifetime vault storage.
Document
Price
Revocable Living Trust Foundation
The core instrument. Avoids probate, keeps your affairs private, and controls how and when beneficiaries receive assets.
Documents are the output. The value is in the thinking that happens before them — and the follow-through that happens after. This is for people with real assets who want a real plan.
◈
A form can't ask a follow-up question
Software collects what you tell it. An advisor notices what you didn't say — the rental property held in your name alone, the ex-spouse still listed on a 401(k), the business with no buy-sell agreement. That's where the exposure lives.
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Funding is where plans die
A trust only controls what's actually titled into it. Signed but unfunded, it does nothing and your estate goes through probate anyway. We don't hand you a checklist — we sit with you and confirm every asset moved.
◷
A plan is a living structure
You'll sell property, start a venture, gain grandchildren, change your mind. A plan built once and never revisited slowly stops matching the life it was written for. We review yours every year.
Foundation
Solid assets, one state, clear beneficiaries — but you want it done right and done for you.
Already bought documents from us?
Every dollar you've spent on Trust Lock Direct is credited in full toward a Private Client engagement.
Start self-service with zero risk of paying twice.
Path Three · For the Profession
Trust Lock for Attorneys & Fiduciary Professionals
The same engine, licensed to your firm as software. Your workspace, your clients, your matters — isolated, audited, and built around the exposures that actually generate malpractice claims in this practice area.
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Conflict checking as a gate, not a checkbox
Every party — spouses, beneficiaries, fiduciaries, related entities — is indexed and screened firm-wide with fuzzy name matching. A matter cannot advance past intake until a check is recorded, and parties represented by opposing counsel are flagged adverse.
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A docket that computes itself
Enter a date of death; get Form 706 at nine months, the extension at fifteen, disclaimers, alternate valuation, §645, the portability outer limit, and your state's inventory and notice deadlines — each with its statutory citation. Month-end arithmetic handled correctly.
🏦
Funding tracked to the asset
Unfunded trusts are the leading source of claims in estate planning. Every asset carries a status, a transfer method, and a completion date — with blocked transfers surfaced firm-wide so they get resolved instead of forgotten.
Built for the practice
What Trust Lock does
Matter-centric structure
Numbered matters, twelve estate-specific matter types, ten workflow stages, responsible attorney and staff assignment
Conflict of interest
Firm-wide party index, fuzzy matching, adverse flagging, partner-only override, recorded on the audit trail
Statutory docketing
Federal rules plus state rules with citations; anchored to death, qualification, execution or contribution dates
On our role. When your firm uses Trust Lock, we are your software vendor — nothing more.
You hold the attorney–client relationship, you exercise all professional judgment, and you own your work product and your data.
Trust Lock does not draft, advise, or practice law, and our docketing output is a calendaring aid that responsible counsel must verify.
We can execute a vendor confidentiality agreement and, where you require one, a data processing addendum.
We're not going to pretend self-service is the same product. Here's exactly what differs, so you can choose with your eyes open.
Trust Lock Direct
Private Client
Starting cost
$69 per document · $599 complete
From $2,500
Time to completion
Same day
2–5 weeks
Legally valid documents
Yes
Yes
State-specific formatting
Yes
Yes
Someone reviews your situation
No — you self-report
Yes — full evaluation
One-on-one consultation
Not included (add-on available)
Included
Strategy calls
No
1–3 depending on tier
Trust funding
Written checklist
Done with you, verified
Beneficiary designation audit
No
Yes — every account
Tax minimization strategy
No
Yes
Asset protection structuring
No
Yes
Business succession planning
No
Yes
Sub-trusts for minors / special needs
Basic language only
Custom drafted
Annual review
Guardian package only
Included
Encrypted vault & portal access
Lifetime
Lifetime
Best for
Straightforward estates, clear wishes, speed and value
Real assets, complexity, generational intent
Process
How each path runs
⚡ SELF-SERVICE
Guided intake
Answer plain-language questions about your family, assets, and wishes. About 20 minutes, saved as you go.
Instant generation
Your documents are drafted immediately, populated with your specifics and formatted to your state's rules.
Sign & notarize
Follow the execution instructions included with every document — witnesses, notary, and where to sign.
Fund the trust
Work the funding checklist to retitle assets. This is the step that determines whether any of it works.
◈ PRIVATE CLIENT
Complimentary consult
A real conversation about your situation. We'll tell you if you don't need us — that happens, and we'd rather say so.
Intake & evaluation
Full asset inventory, title review, designation audit. We map what you have and where it's exposed.
Strategy & design
Structure built around your actual picture — tax, protection, succession, and how wealth moves to the next generation.
Execute & fund
Documents drafted, reviewed, and executed. Then we fund it with you and verify every asset moved. Reviewed annually.
Questions
What people ask before signing up
Yes. They're built from attorney-drafted templates and formatted to your state's execution requirements — including the witness and notary rules that vary by state. A properly signed, properly funded self-service trust is a legally operative instrument.
What self-service can't do is exercise judgment about whether the documents you selected are the right ones for your circumstances. That's the real distinction between the two paths, and it's why the assessment above matters more than the price difference.
Funding is the act of retitling assets into your trust's name — changing the deed on your house, updating account registrations, assigning business interests. A trust only controls property that's actually been placed into it.
This is the single most common estate planning failure we see. People pay for a trust, sign it, file it away — and never move a single asset. The trust is legally valid and functionally empty, and the estate goes through probate exactly as if the trust never existed. Both of our paths address funding, but they address it differently: self-service gives you a detailed checklist to work through, Private Client does it with you and verifies each transfer.
Yes, and we designed it that way deliberately. Every dollar you spend on Trust Lock Direct is credited in full toward a Private Client engagement. You never pay twice for the same work.
This is a genuinely reasonable way to approach it: get valid documents in place now so your family isn't exposed while you decide, then upgrade when your situation warrants it or when you're ready.
No. Tre Capital Trust Administration LLC is a trust administration and estate planning services company, not a law firm, and we do not provide legal advice or legal representation. Our self-service platform provides document preparation from attorney-drafted templates.
Our Private Client engagements include professional evaluation, strategy, and coordination — and where your situation requires legal counsel or tax advice, we coordinate directly with a licensed attorney or CPA, either yours or one from our referral network. We'll always tell you when something needs a licensed professional.
Take the assessment above — it's five questions and it's built to give you a straight answer, including telling you that self-service is enough when it genuinely is.
The short version: if you own a business, hold property in more than one state, have a blended family, have a beneficiary who needs protecting, or your estate is large enough to attract tax exposure, you want Private Client. If none of those apply, self-service will serve you well.
Your complete plan lives in your encrypted Trust Lock vault — every document in both PDF and editable Word format, accessible any time from your client portal, at no ongoing cost.
Private Client engagements include annual reviews to keep the plan current as your life changes. Self-service clients can purchase a review or upgrade whenever they'd like.
Self-service documents and packages are paid at purchase. Private Client engagements at the Wealth Strategy tier and above can be structured across installments — we'll discuss it during your complimentary consultation, and the full scope and cost is quoted before you commit to anything.
Private Client
Request a consultation or a firm demo
Individuals: a real conversation about your situation, and we'll tell you honestly if self-service is enough. Firms: a working walkthrough of the professional workspace with your own matters.
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✓
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Nothing is owed and nothing is committed.
