Financial
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
Our Mission
The National Trust Registry provides a highly secure, easy-to-use platform, for storing and distributing important documents, including; Wills, Trusts, Power of Attorney, Advance Health Care Directives, and other documents.
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Highlight benefit one
Upload your will or trust to The National Trust Registry for secure, convenient storage in one centralized location. Keeping these essential documents organized and protected helps reduce the risk of loss or damage, and of difficulty locating them when needed most.
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Highlight benefit two
The National Trust Registry makes it easier to distribute documents to loved ones and access important information at the appropriate time. This added accessibility can reduce confusion, streamline the estate administration timeline, and provide greater peace of mind for you and your family.
Features
How it works
- Sign up / Register
- Input Grantor(s) contact information
- Add Successors or Agents
- Choose subscription level starting as low as $5.85 a month.
- Upload estate planning documents.
- The National Trust Registry is continually scanning for death certificates to avoid delays in the trust administration process.
Planning Starts Now
Funeral and Memorials
Recording your wishes and pre-planning your funeral ensures your family can grieve your loss when you pass, not scramble to make arrangements. Get started today with these helpful resources.
Health Care Decisions
Does your family know your wishes in the event of an emergency? Have you made eldercare decisions? Learn about the critical choices everyone needs to make about their health care.
Insurance and Legal Documents
Don’t leave your family with disorganized paperwork. Learn what to do to get your documents in order and make sure your family is protected with wills, trusts, and more.
Personal Assets
End-of-life plans include deciding how valued belongings are cared for, from cherished heirlooms to beloved pets. These resources help you make a plan for your personal assets.
Get the guidance that’s right for you. The process differs slightly for legal and professional advisors, grantors and successors.
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Register as a new attorney with The National Trust Registry at New Attorney Sign-Up. As a returning attorney, log in via the Returning Attorney link.
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In your Dashboard, select “Add Trust” to start a new client Trust file.
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Enter the trust name and click “Save.” This lets you enter Grantor, Attorney and Successor information.
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Enter client information and select “Complete.”
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Invite Grantors and Successors. Documents can’t be uploaded until the Grantor has been invited and selected a subscription plan.
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After a subscription plan is chosen, upload all relevant documents to The National Trust Registry and the client file.
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In the event of a death, the Surviving Grantor, Attorney, and Successors can upload the death certificate for verification and access to all relevant documents.
Features
What You Get
Share Planning With Someone You Trust
Invite a partner, relative, or close friend to help manage important details together in one shared and easy-to-use space.
Control What Each Person Can Access
Choose who can view, update, or manage specific parts of your account with simple permission settings built for flexibility.
Keep Important Files in One Place
Store documents, notes, and key records so everything your loved ones may need is organized, accessible, and easy to find.
Protected With Strong Privacy Standards
Your information is safeguarded with reliable security measures designed to keep personal plans and records protected.
About us
Our Firm’s Story
CEO Hillary Goebel, a practicing Estate Planning attorney, was commonly asked by clients after completing their estate planning documents, ‘Where do we file these?’ or ‘I know my parents had a trust, but we don’t know where it is stored.’
She realized the need for a national registry to store these end-of-life documents and a seamless delivery system. The National Trust Registry designed an easily navigated portal to upload and store Wills and Trusts along with Health care directives.
We have created a highly secure system to protect your most sensitive information.
Key metrics
76%
Approximately 258 million Americans do not have a Will
Only about 1 in 4 Americans has a will.
44.2m
44.2 million Americans have a trust
Just over 44 million Americans have established a trust as part of their estate plan.
$5k-$200k
Cost of Attorney and court fees if estate planning documents are not located
More than half of Americans have no estate planning documents at all
Protect what you’ve built — with someone who feels like family
Hi, I’m Hillary. I help families navigate estate planning so they can focus on what truly matters: enjoying life today while securing tomorrow. Book a consultation with me, and together we’ll build a clear plan that protects your future and the ones you love.
Contact us
Exclusive Offers
To be a part of The National Trust Registry community and gain access to exclusive offers. Fill out the form below, and we will contact you with exclusive information and exciting updates.
