We work with families nationwide. The Wealth.com platform tailors documents to the laws of your state, and our attorney network spans the country.
A Sister Company of The Retirement Institute
(800) 555-0123Serving families nationwide
A Sister Company of The Retirement Institute
You don’t need to know what documents you need. You don’t need to have your financial life organized. You just need fifteen minutes and a willingness to have a conversation.
Pick the time that works best for you and we’ll meet you there. Prefer to reach out first? Use the form and a specialist will follow up to schedule your free education session.
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(800) 555-0123
hello@triestatelegacy.com
Nationwide (except CA & NY)
Tell us a little about yourself and a specialist will follow up to schedule your session — no obligation, no pressure.
Common Questions
No. TRI Estate & Legacy is not a law firm, and we do not provide legal advice or prepare legal documents. We provide education and coordination. Your estate planning documents are created either by you through Wealth.com’s attorney-designed platform, or by an independent licensed attorney you engage directly.
We will educate you on how each one works, what each does and doesn’t do, and what questions to consider — so you can decide, or so you can have an informed conversation with an attorney. What we won’t do is prescribe a legal solution for you, because that is legal advice, and legal advice should come from a licensed attorney. We think you will find that our education gets you to a confident decision faster than a sales pitch ever would.
A trust only controls the assets that are actually titled to it or directed to it by beneficiary designation. Many families sign a trust and never complete this step — which can mean the trust does little or nothing when it matters. Helping you complete the funding process — retitling accounts, updating beneficiary designations, coordinating with custodians — is one of the most valuable things we do.
Not always — many families with straightforward situations successfully create their own documents through platforms like Wealth.com, which is one of the options we will educate you about. Some situations genuinely deserve an attorney’s individualized advice: blended families, special needs beneficiaries, business ownership, and larger or more complex estates, among others. Part of our education process is helping you understand which questions are worth asking an attorney, and connecting you with one when you want that.
Absolutely — that is the heart of what we do. We coordinate with the professionals you already trust and fill the gaps between them.