Protect Your Family’s Future The Trust Sherpa Way!
Simple, guided estate planning designed for women who want peace of mind & control.
Rated 5 Stars By Women In America
★★★★★
Rated 5 Stars By Women In America
Most women finish their trust in under 2 weeks with The Trust Sherpa — Start Yours Today!
The Trust Sherpa — Your guide up the mountain of estate planning.
Complete Peace of Mind
A complete, professionally prepared estate-planning system for your family’s protection.
Professional Guidance
Expert guidance that helps you understand every step with clarity and confidence.
On-Going Support
Continued guidance and explanations to help ensure your plan is clear, accurate, and ready to use.
Simplified Process
Clear steps in plain language — no confusing legal jargon or hidden fees.
As a single mom and business owner, I Had put off estate planning for years...
Kim’s warmth and the simplicity of The Trust Sherpa process gave me the confidence to take action. I never thought creating a trust could actually feel empowering!”.
— Maria Bryant ︱⭑⭑⭑⭑⭑
The Trust Sherpa Way:
4 Simple Steps To A Secure Legacy
Step 1 — Choose Your Path
Select the package that matches the support level you want.
Step 2 — Build Your Plan
Online creation of your estate plan through our secure software.
Step 3: Finalize Your Legacy
Review, sign & notarize your documents, and make everything official.
Step 4 — Fund Your Trust
A straightforward process to transfer your assets to your trust.
Select The Plan That Suits You Best
Trailblazer
$1,695
Your Plan, Your Way!
Get everything you need to plan confidently, fully, at your pace.
Kim's Educational Videos
Estate Design Platform (EDP) Self-Enroll Guide
Notary & Deed Resources
EDP Funding Kit
Future Edits w/in EDP (DIY Tutorial)
Free Future Consultation
Review Call With Expert
Documents Printed & Shipped
Email Reminders
Folder
Binder + Custom Tabs
Document Locator Guide
Sherpa Security Pack (Kim's simplified trustee-guide docs.)
Notary Coord. When Available
100% Safe Checkout
Guided path
$2,195
Expert Support, Tailored for You
Build your plan with expert gui-dance. Printed & shipped for you
Kim's Educational Videos
Estate Design Platform (EDP) Self-Enroll Guide
Notary & Deed Resources
EDP Funding Kit
Future Edits Within EDP (Guided)
Free Future Consultation
Review Call With Expert
Documents Printed & Shipped
Email Reminders
Folder
Binder + Custom Tabs
Document Locator Guide
Sherpa Security Pack (Kim's simplified trustee-guide docs.)
Notary Coord. When Available
100% Safe Checkout
complete legacy
$2,595
The Ultimate Peace of Mind
100% Done-For-You! We handle Data entry, printing & notary coord.
Kim's Educational Videos
Estate Design Platform (EDP) Managed For You
Notary & Deed Resources
Funding Instructions + Support
Future EDP Edits Handled For You
Free Future Consultation
Review Call With Expert
Documents Printed & Shipped
Email Reminders
Data Intake Form (We handle it)
Binder + Custom Tabs
Document Locator Guide
Sherpa Security Pack (Kim's simplified trustee-guide docs.)
Notary Coord. When Available
100% Safe Checkout
What Women Are Saying About The Trust Sherpa
The Trust Sherpa made it approachable, fast, and empowering. Kim guided me through each step with patience and clarity, and now I feel peace of mind knowing my family is protected.”
— Mary Perez ︱⭑⭑⭑⭑⭑
I loved the personal touch and how it tied back to my family’s goals. It felt like someone finally translated all the legal talk into language I could understand.”
— Elena Poysky︱⭑⭑⭑⭑⭑
Protecting your legacy isn’t just about documents — it’s about peace of mind. I’m so grateful for Kim and her mission.”
— Hannah Mitchell ︱⭑⭑⭑⭑⭑
Her team truly walks beside you through every step — no pressure, no confusion, just genuine guidance.”
— Sarah Rivera︱⭑⭑⭑⭑⭑
need help deciding which path is best for you or have questions?
If you’re ready to start your trust but need guidance or have questions, book a free consultation call to get clarity and choose the best path for you.
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Privacy Policy ︱ Terms of Use
Disclosure: The Trust Sherpa is not an attorney or CPA and does not provide legal or tax advice. All information shared is for educational purposes only, and designed to help you understand your options to make informed decisions about your estate plan. For legal or tax-related questions, please consult with a licensed estate planning attorney or qualified tax professional. Our role is to guide you through the process, help clarify your goals, and connect you with the right resources to complete and fund your plan