Design your legacywith clarity &confidence.
Custom trust planning for everyone. Let's secure your legacy, together.
Choose yourlasting voice.
Planning for your death or incapacity always seems to bring up the hard questions.
Who will raise your children the same way you would? Where will all your assets go, and what can you do to preserve your generational wealth?
How can you be sure your voice is heard?
We're here to help.
At Duet, we believe that everybody deserves a lasting voice. And, with decades of elite estate planning experience, we also know exactly what you need to ensure your lasting legacy.
We've created a simple, straightforward process that means you can get a personalized, attorney-built trust set up quickly and easily.
Just like that, you, your family, and the legacy you’ve built are all safe and secure.
How ItWorks
01Design your trust from the ground up
We’ll start by getting to know you, your unique legacy, and what you value most. With all the details in hand, we’ll map out an easy-to-read flowchart outlining your trust terms, your team of future trust managers and guardians, and practical guidance for all involved.
02Build your legacy playbook
Once we're clear on how you want your trust to work, an experienced estate planning attorney will draft your legal documents. We’ll help you put in writing how you want your assets to support the people and organizations you love. You and your trust manager will always know what to do next.
03Move forward
With your trust documents complete and in the mail to you for signing, we then offer ongoing support with transferring your assets to your trust so that your trust manager can seamlessly access your assets once you become unavailable.
Live inHarmony
A Lifecycle of Support
Life changes — and we're here to help every step of the way. Duet helps you plan with clarity and update your trust as needed to reflect your changing needs. We also provide extensive support to your fiduciaries so they can execute with confidence.
Planning Made Personal
No templated form is going to be able to accurately reflect your unique legacy, or provide the kinds of protections you need. At Duet, we work with you to create a trust that does exactly what you want it to.
Transparent, Trustworthy Pricing
All our work is provided at a flat fee, and you'll know exactly what you're committing to before you make a payment.
The DuetBeta Program
As a member of our limited Duet Beta Program, you’ll be one of the first to experience a new approach to trust creation — one that is easy, direct, and (finally) focused on you.
