299 Estate Planning Services, LLC operates under the business name 299Trust.com and provides estate planning services to clients. The company likely offers trust creation, estate planning documentation, and related legal services to help individuals and families organize their financial affairs and asset distribution plans. As a limited liability company in the business services sector, they focus on delivering professional estate planning solutions.
Reviewers consistently praise 299 Estate Planning Services for their exceptional customer service and efficient estate planning processes. Many customers highlight the ease of working with the team, noting that their questions are answered promptly and the overall experience is straightforward and user-friendly.
The flat fee of $299 for comprehensive services is frequently mentioned as a great value, contributing to a sense of peace of mind for clients. People appreciate the professionalism and genuine care exhibited by the staff, which fosters long-term relationships. The platform is also recognized for its convenience, particularly for active duty personnel who find it easy to navigate and complete their planning at their own pace. Overall, the overwhelmingly positive feedback reflects a high level of satisfaction with the services provided by 299Trust.com.
Summary generated with AI from recent reviews
Each source counts by its number of reviews. Only reviews written by people are scored.
| Source | Rating | Reviews | Weight | 6-mo | Fake risk |
|---|---|---|---|---|---|
Trustpilot Imported Trustpilot reviews | 5.0 | 10 | 100% | — | ● Low |
Monthly average rating from reviews written by people.
Not enough history for a trend yet: 10 reviews in 1 month. The chart appears once reviews span two months.
Share of positive (4–5★) and negative (1–2★) reviews mentioning each topic · based on the 10 most recent reviews.
“So easy to work with, they answered all my questions and finished fast”
Same method for every company: overall rating, legitimacy checks, the average rating of reviews mentioning each area and the 6-month trend · Law Firms.
| Company | Overall | Legit | Trend | Reviews |
|---|---|---|---|---|
 | 5.0 out of 5 (good) | 100 out of 100 | — | 10 |
| 4.7 out of 5 (good) | 100 out of 100 | — | 1,078 | |
| 4.5 out of 5 (good) | 100 out of 100 | — | 1,000 | |
| 4.6 out of 5 (good) | 100 out of 100 | −14% | 1,000 | |
| 4.5 out of 5 (good) | 100 out of 100 | +2% | 692 |
Bottom line: 299 Estate Planning Services, LLC DBA 299Trust.com is #1 of 5 on overall rating in this group.
10 reviews of 299 Estate Planning Services, LLC DBA 299Trust.com. Filter by what matters to you.
Over a year ago
So easy to work with, they answered all my questions and finished fast. I would totally recommend them to everyone!
Over a year ago
The people that work here are so helpful and friendly!
Over a year ago
DACA provides excellent service. Their employees are trustworthy, caring, genuine, knowledgeable and professional. We have worked with them for years, and have the highest regard for them.
Quick answers to the questions people ask most.
299 Estate Planning Services provides comprehensive estate planning solutions including wills, trusts, power of attorney documents, and estate administration services. They specialize in helping individuals and families protect their assets and plan for the future through customized legal strategies.
Business hours vary by location and appointment availability. Please contact 299 Estate Planning Services directly to schedule a consultation and confirm current operating hours for your specific needs.
You can reach 299 Estate Planning Services through their website at 299Trust.com or by calling their main office. They offer initial consultations to discuss your estate planning needs and answer any questions you may have.
Many estate planning firms offer initial consultations to assess your needs and explain their services. Contact 299 Estate Planning Services directly to inquire about their consultation policies and any associated fees.
Estate planning costs vary depending on the complexity of your situation and the specific documents needed. 299 Estate Planning Services can provide a detailed quote after reviewing your individual circumstances during a consultation.
A will distributes assets after death and goes through probate court, while a trust can manage assets during your lifetime and after death, often avoiding probate. Trusts typically offer more privacy and can provide ongoing management of assets for beneficiaries.
The timeline depends on the complexity of your estate and the types of documents needed. Simple estate plans may be completed in a few weeks, while more complex trusts and estate structures can take several months to properly establish.
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So easy to work with, they answered all my questions and finished fast. I would totally recommend them to everyone!
The people that work here are so helpful and friendly!
DACA provides excellent service. Their employees are trustworthy, caring, genuine, knowledgeable and professional. We have worked with them for years, and have the highest regard for them.
It has been a pleasure working with David and Casey over the years. We have our investments with them. Our Will and Trust was done by them. They do our taxes. We feel good about the services provided and look forward to a continued relationship.
“I recently used 299Trust.com for their online estate planning. I was really impressed with how simple and efficient it was. In just a few minutes, I filled out a detailed questionnaire and got my full estate plan and living trust emailed to me.”
I recently used 299Trust.com for estate planning and I found the process to be straightforward and user-friendly. For a flat fee of $299, I was able to get a comprehensive individual plan, which included a Living Trust, Last Will, and more. I appreciated the simplicity and transparency of the process - everything was done online, from answering a questionnaire to receiving the completed estate plan in my inbox. The platform offered good value for money and it was a stress-free experience. I'd recommend 299Trust.com to anyone in need of an uncomplicated and affordable estate planning solution.
Easy to navigate and saves entries if you run out of time and have to go back later to finish. I wish this service would have been around when I was in the Navy, needed this piece of mind while deployed overseas!
I had an amazing experience with these people! Thank you guys
This is what online estate planning should be: user-friendly, affordable, and efficient. It helped me and my family achieve our goals quickly, and the price is hard to beat. I would recommend it to anyone looking for an easy, online way to plan their estate—five stars for ease of use, five for price, and five for saving me time.
I have been putting off getting a trust for a long time. I finally decided to do it and I'm glad I went with 299 Estate Planning Services. It was amazing, quick, easy, and saved me a lot of money. And now that I've done it I feel secure that my children will taken care of. I would recommend anyone to setup a trust with them.
Yes, estate plans should be reviewed and updated periodically, especially after major life events like marriage, divorce, births, deaths, or significant changes in assets. Most experts recommend reviewing your estate plan every 3-5 years or when circumstances change.
Typically, you should bring a list of your assets and debts, existing estate planning documents, insurance policies, and information about beneficiaries. 299 Estate Planning Services will provide a specific list of recommended documents when you schedule your consultation.
Many estate planning firms, including 299 Estate Planning Services, offer estate administration and probate services to help families navigate the legal process after a loved one's death. Contact them directly to discuss their specific administration services and capabilities.
299 Estate Planning Services, LLC operates under the business name 299Trust.com and provides estate planning services to clients. The company likely offers trust creation, estate planning documentation, and related legal services to help individuals and families organize their financial affairs and asset distribution plans. As a limited liability company in the business services sector, they focus on delivering professional estate planning solutions.
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