Protect Your Family’s Future The Trust Sherpa Way!

Simple, guided estate planning designed for women who want peace of mind & control.

Select The Path That Suits You Best

Trailblazer PATH

$1,695

Your Plan, Your Way!

Best for you confident do-it-yourselfers who want independence and flexibility.

  • Welcome Video with Next Steps

  • Access to Estate Planning System

  • You Self-Enroll with System Guide

  • You Generate Your Documents

  • You Print Your Documents

  • You Prepare Your Documents for Signing

  • You Coordinate Notarization

  • You Organize and Manager Your Documents

  • You Follow Funding Instructions Independently

  • Built-in Educational Resources

  • Five Foundational Documents

  • Notary & Deed Resources Included

  • Continual Digital System Access

  • Future Self Edit Capabilities

100% Safe Checkout

Guided path

$2,195

Guided Support, Tailored for You

This is for those of you who want guidance, clarity, and support every step of the way.

  • Welcome Video with Next Steps

  • Access to Estate Planning System

  • We Personally Guide You Through the System

  • We Generate Your Documents

  • We Print Your Documents

  • We Prepare Your Documents for Signing

  • We Assist Notary Coordination

  • We Organize and Ship Your Documents

  • We Include Funding Instructions

  • We Assist with Deed Ordering

  • Built-in Educational Resources

  • Five Foundational Documents and More

  • Continual Digital System Access

  • Future Guided and Self Edit Capabilities

100% Safe Checkout

Attorney Path

$2,995

California Residents Only

If you have special circumstances or prefer a personal relationship with an attorney this is for you!

  • Welcome Video with Next Steps

  • Virtual Consultation to Outline the Structure of Your Trust

  • Phone Consultation with Attorney

  • Legal Advice if Needed

  • Customized Language if Needed

  • Attorney Generated Documents

  • Attorney Printed Documents

  • Attorney Prepared Documents for Signing

  • You Coordinate Notarization

  • Attorney Organizes and Ships Your Documents

  • Attorney Provided Funding Instructions

  • One New Grand Deed Included

  • Single Trusts are $2,995, Joint or Married Trusts are $3,750

  • Amendments, Additional Deeds, and Other Services are Available

100% Safe Checkout

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.

The Trust Sherpa Way:

4 Simple Steps To A Secure Legacy

Step 1 — Choose Your Path

Select the path 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.

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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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 trust.