What Christian Trustmaker does

Christian Trustmaker is a self-serve online estate planning service that produces legally valid wills and trusts tailored to Christian individuals and families. The company operates as a DBA of Legacy Planners, Inc., a privately held California corporation founded in 2013 and headquartered in Irvine, CA. Its offering is built on a step-by-step online questionnaire that collects user information and generates state-specific estate planning documents, including a Last Will Package ($99), a Living Trust Package ($589), and an AB Living Trust Package ($789) for married couples, with optional add-ons such as Durable Power of Attorney, Advance Health Care Directive, Special Needs Provisions, and Testamentary Charitable Remainder Trust. The platform is accessible via web, iPhone, iPad, and Android, and incorporates SSL encryption for sensitive data.

The company's go-to-market is product-led growth: users complete a free initial questionnaire and only pay when purchasing legal documents, with a 60-day money-back guarantee. Christian Trustmaker differentiates its offering through faith-integrated provisions, including Christian testament, scriptural reminders, Christian mediation provisions, stewardship training, and faith-focused family reunion provisions, content that no secular competitor provides. Marketing is primarily direct-to-consumer via the company website, supplemented by email, phone support, BBB accreditation as a trust signal, and a referral program routed through churches and religious ministries. The customer base comprises individual Christians and families, married couples seeking joint estate planning, and blended families needing special distribution provisions.

The company operates with 1-10 employees, has no disclosed funding rounds, no M&A activity, and no institutional investors. Geographic coverage spans all 50 US states via the platform's state-specific document generation. Ownership appears to be founder/management-controlled, with Mark Ziebold, Esq. identified as the designated agent for legal matters. The business model is one-time document sales rather than subscription, implying a transactional revenue profile with no recurring revenue line.

Name

Christian Trustmaker

Legal name

Legacy Planners, Inc.

Website

https://christiantrustmaker.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Christian Trustmaker is a self-serve online estate planning service that generates faith-integrated wills and trusts for Christian individuals, couples, and blended families across all 50 US states via a step-by-step questionnaire platform.

Ownership category

akta.pro rank

Product category

Estate Planning Services

NAICS

Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Estate planning documents
• Living trust services
• Last will packages
• Online legal documents
• Christian estate planning

Headquarters

HQ city

Irvine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Legal Document Sales: One-time purchase of pre-prepared legal document packages including Will and Testament, Revocable Living Trust, Power of Attorney, and Advance Medical Directive. Users complete a free questionnaire first and only pay upon purchasing documents.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Christian Trustmaker sells faith-integrated estate planning document packages — primarily Last Will, Revocable Living Trust, and AB Living Trust packages — generated through a self-serve online questionnaire that produces state-specific legal documents for individual consumers. Documents are delivered digitally after a finalization review, with optional add-on modules for Power of Attorney, Advance Medical Directive, charitable remainder trusts, and special needs provisions.

Product overview

Christian Trustmaker is a unified online estate planning document service that provides a step-by-step interview questionnaire process for creating legally valid wills and trusts. The core product lineup consists of three document packages: the basic Last Will Package ($99), the advanced Living Trust Package ($589) with Christian-specific provisions, and the comprehensive AB Living Trust Package ($789) for married couples. Add-on modules include Durable Power of Attorney, Advance Health Care Directive, Testamentary Charitable Remainder Trust provisions, and Special Needs Provisions, which are priced separately or bundled with the main packages. All packages include access to the online questionnaire platform, secure document delivery, and 30-day revision windows.

Differentiator

Problem solved

Functional benefit

Products and services

• Last Will Package Basic estate planning package priced at $99 per person for individuals and married couples. Includes a Last Will and Testament with Christian provisions, state-specific provisions, estate plan design, document finalization review, secure online delivery, signing instructions, and guardian appointment clauses.
• Living Trust Package Advanced estate planning package priced at $589 per individual. Includes a Revocable Living Trust with Christian provisions such as scriptural reminders, faith-focused family reunion provisions, stewardship training provisions, beneficiary protections, and probate avoidance. Includes pour-over will, certificate of trust, property assignments, and funding instructions.
• AB Living Trust Package Comprehensive estate planning package priced at $789 for married couples. Provides remarriage protection through split trusts, with beneficiary protection, blended family distribution provisions, liability protection, and creditor protection provisions. Includes all features of the Living Trust Package.
• Durable Power of Attorney Legally binding document that allows a designated person to make financial decisions on behalf of the user if they become incapacitated. Available as an add-on to the Last Will Package (+$39) or Living Trust Package (+$291).
• Advance Health Care Directive Document that allows users to set forth wishes about medical care if they become terminally ill or permanently unconscious, and to designate someone to make healthcare decisions. Available as an add-on to the Last Will Package (+$39) or Living Trust Package (+$291).
• Testamentary Charitable Remainder Trust Special needs trust provision add-on available with the Living Trust Package (+$99) that provides for charitable giving from the estate.
• Special Needs Provisions Add-on provision (+$99) for the Living Trust Package designed for beneficiaries with permanent disabilities who may be receiving state aid, ensuring their inheritance does not jeopardize their benefits.

Quantifiable outcome

• 65% of adult Americans do not have a basic will; 71% do not have a power of attorney; 82% do not have a trust

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Referring Organizations (Churches and Religious Ministries)minorChannel Partner/ Reseller/ DistributorChurches, religious ministries, nonprofit organizations, and other entities that refer users to Christian Trustmaker through referral codes. Referring organizations may receive updates on referral progress and contact information, but not asset or personal financial information.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform offering document creation, legal advice, and attorney access. Overlaps with Christian Trustmaker in DIY estate planning documents while extending into a broader subscription-based legal services model.
• LegalZoom: Large, established online legal services company offering wills, trusts, business formation, and a wide portfolio of legal documents. Comparable to Christian Trustmaker as a competing online DIY legal document provider, though LegalZoom operates at significantly larger scale across many legal categories.
• Nolo: Long-standing provider of legal information, books, and DIY legal documents including wills and estate planning forms. Comparable to Christian Trustmaker in the self-help legal documents space, though Nolo's content-and-forms model predates the modern PLG document-assembly approach.
• US Legal Forms: Online legal document library offering state-specific forms including wills, trusts, and powers of attorney. Comparable to Christian Trustmaker in delivering state-specific legal documents to consumers, though through a forms-library model rather than a guided questionnaire.

Emerging players

• Wealth.com: Modern estate planning platform primarily serving financial advisors and their clients with wealth-transfer and trust documents. Comparable in product category (estate planning documents) but differentiated by distribution through advisor channels rather than direct-to-consumer.
• Cake: End-of-life planning platform offering wills, advance directives, and posthumous planning tools. Compares to Christian Trustmaker in DIY estate planning for consumers but with a broader end-of-life planning orientation and free-tier model.

Direct peers

• Trust & Will: Online estate planning platform offering wills, trusts, and related documents through a guided self-serve experience. Closest direct competitor to Christian Trustmaker in terms of product category, target customer (individuals and families), and online document-assembly delivery model.
• FreeWill: Online will-creation platform enabling individuals to draft wills for free with paid upgrade paths. Directly comparable to Christian Trustmaker's self-serve online will product and similar customer segment of individuals seeking affordable estate planning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/christiantrustmaker
• LinkedInlinkedin.com/company/christian-trustmaker

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Christian Trustmaker