Trusts & Estate Planning

Protect your family and simplify asset transfers with proper legal documents. Our planning check-in helps you identify gaps and connects you with trusted attorneys.

Start with a shared check-in

Essential planning check-in

Answer quick questions across finance, health, and home. NestBridge reveals where to focus and recommends professionals ready to help.

10-minute survey: capture wills, directives, insurance, and housing readiness in plain language.

Collaborative view: invite family members or advisors to see progress and add notes.

Instant matches: get top attorneys, care coordinators, and housing specialists for each gap.

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Finance · Elder law attorneys

Do you have an up-to-date will?

A will spells out final wishes and protects loved ones from uncertainty.

Do you have a living trust?

Living trusts can reduce probate and streamline how assets move to beneficiaries.

Health · Insurance & ongoing care providers

Is your health insurance plan current?

Make sure coverage matches your doctors, prescriptions, and budget.

Do you have ongoing care support?

Keep medical contacts, and care teams aligned before emergencies arise.

Home · Realtors & housing advisors

Do you have a plan for living arrangements?

Discuss in-home care, care centers, hospice options, or other housing transitions before they're urgent.

Ready to get started?

Create a free account to save your progress and get matched with trusted professionals.

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