IDA Trust & Legacy

Simplify your estate planning with confidence and clarity

Take The First Step: Explore Your Options

Why Estate Planning Matters

53%

of Americans

have any estate plan

72%

of Americans

do not have an up-to-date-will

35%

of Families

experience conflict due to lack of planning

52%

of people

say passing away without a plan would be irresponsible

Don't leave anything to chance. Create peace of mind for yourself and your loved ones today.

Estate Planning, Simplified

With IDA Trust & Legacy, powered by Wealth.com, you get:

Peace of mind knowing your wishes are clear

A modern, interactive digital platform

Secure online storage for your documents

Guidance in choosing between a will & a trust

Documents explained in plain language

A trusted team to walk with you every step of the way

Why IDA Trust & Legacy?

One-Stop Solution

Easier than DIY, simpler than hiring a full legal team

Cost Effective

Attorneys may charge $10,000+ for the same work

Personal Touch

If you’re already an IDA client, you’ll work with familiar faces

Comprehensive Support

We can still introduce you to an attorney for complex needs

Less Stress

We help simplify the emotional decision-making process

Be part of the 28% of Americans who are ahead of the game. Give your family clarity, avoid conflict, and protect what you care about most.

Take the first step: whether you already have a plan set up or need to start one, we’re here to help.

Schedule Your Complimentary Discovery Meeting