How to Set Up a Trust and Will Online with Beem’s Digital Tools?

Beem members get unlimited access to GoodTrust’s estate planning platform with every membership plan. Log in, answer guided questions, and create attorney-approved wills, trusts, healthcare directives, and powers of attorney valid in all 50 states in under 15 minutes. Print, sign with two witnesses, and upload to GoodTrust’s digital vault for safekeeping.

Why Beem Members Need GoodTrust Access

Estate planning has always felt like something that belongs in a lawyer’s office, with a large retainer check attached. For the majority of American families, it does not need to be that way. Beem’s integration with GoodTrust makes legally valid estate planning as simple as signing up for a membership and spending fifteen minutes answering questions about your life.

In February 2026, Beem announced its partnership with GoodTrust, the leading digital estate planning provider with over 800,000 members across the United States. This partnership embedded GoodTrust’s full estate planning suite as a core benefit for all Beem members. GoodTrust handles the document creation. 

Beem handles the access and the broader financial context. Together, they solve the three biggest barriers to estate planning: cost, complexity, and the assumption that it can be handled later. For working families managing mortgages, childcare, and monthly bills, this approach puts professional-grade protection within reach without the traditional price tag.

What Plans Include GoodTrust Access

Every Beem membership plan includes full, unlimited access to GoodTrust’s estate planning platform. Here is how the plans break down:

• Basic ($3.99 per month): Unlimited wills, trusts, healthcare directives, powers of attorney, and guardian nominations. Full GoodTrust digital vault access.
• Plus ($6.99 per month): All Basic benefits plus job loss protection up to $1,000, disability coverage, and a higher Everdraft cash advance limit.
• Pro ($13.99 per month): All Plus benefits plus a life benefit payout and the highest emergency cash access tier.

There are no per-document fees, no limits on revisions, and no additional charges for creating multiple documents or updating them later. Standalone estate planning services charge $99 to $500 or more for a basic will-and-trust package. 

A traditional attorney engagement starts at $1,000 and goes up from there. Beem’s Basic plan delivers attorney-approved, state-specific documents as part of a complete financial platform for less than a monthly streaming subscription.

Step 1: Sign Up for Beem Membership

Download the Beem app. Choose the Basic, Plus, or Pro plan that fits your needs. Complete the payment information and verify your identity. Your membership activates immediately. No waiting period. No paperwork. Once active, GoodTrust access appears directly in your Beem dashboard. The entire sign-up takes less than five minutes.

Beem is more than an estate planning tool. It is a comprehensive financial platform that includes emergency cash advances, credit-building, budgeting assistance, and tax-filing tools. The GoodTrust integration fits naturally as the long-term protection layer. If you need cash today, Everdraft delivers it. If you need to protect what you build for tomorrow, GoodTrust has you covered. The membership structure means you are paying for comprehensive financial security rather than a one-off document.

Step 2: Complete GoodTrust Onboarding

From your Beem dashboard, click the GoodTrust access link. Enter your basic information: full name, email address, phone number, and state of residence. GoodTrust uses your state to apply the correct legal formatting from the start. The onboarding process asks for family details, including spouse, children, and any dependents. It also asks about your general financial situation without requiring specific account numbers or balances.

This step takes five to ten minutes. The platform is designed to work on any device. Answer the questions honestly and completely. GoodTrust does not store sensitive financial data such as account numbers or passwords. 

It builds documents around the decisions you make about who should receive what, who should manage your affairs if you cannot, and who should raise your children if you are not there. Onboarding lays the foundation for every document that follows.

Read: Breaking Bad Money Habits With Digital Tools

Step 3: Create your last will

With onboarding complete, GoodTrust guides you through creating your last will. It asks who your beneficiaries are and what specific assets go to each person. Use full legal names for everyone. Be specific about assets when possible: “my home at 123 Oak Street” rather than “my house.” The platform automatically includes a residuary clause for anything not specifically named.

You name your executor, the person who will manage the estate after your death, and an alternate executor in case the first choice is unavailable. If you have minor children, you name the guardian who will raise them and a backup guardian. GoodTrust generates a state-specific will document that meets your state’s legal requirements. Review it on screen, make any adjustments, and download the final version. Print two copies for signing.

Step 4: Create Your Revocable Living Trust

The living trust document comes next. GoodTrust asks who your successor trustee is, the person who will manage the trust assets after your death. Name an alternate trustee as well. The platform walks through allocating your assets to the trust and naming beneficiaries for each category.

GoodTrust generates the complete trust document, a funding guide with step-by-step instructions, and a Schedule A inventory form that lists all assets transferred into the trust. The trust is formatted specifically for your state. Review the documents, confirm the details, and download everything. 

The funding guide explains exactly how to retitle bank accounts, investments, and real estate in the trust’s name so the trust legally owns them. Without this step, the trust remains unfunded and provides no protection.

Read: Can You Set Up a Trust for Charitable Purposes?

Step 5: Add Healthcare Directive and Power of Attorney

GoodTrust also creates your healthcare directive and durable power of attorney. The healthcare directive, sometimes called a living will, documents your medical wishes if you become incapacitated and cannot communicate. It names your healthcare agent to make decisions on your behalf.

The durable power of attorney names your financial agent to manage bank accounts, pay bills, and handle legal matters if you are unable to do so. Both documents are state-specific and follow your state’s execution requirements. GoodTrust generates them based on the preferences you indicate during the process. Download, review, and print them alongside your will and trust.

Step 6: Print, Sign, and Witness Correctly

GoodTrust creates the documents. You make them legally valid by signing them correctly. Print all documents. Sign your will at the end in front of two adult witnesses who are not named beneficiaries in the will. Both witnesses must watch you sign and then sign the document themselves in your presence. Do not sign in advance; ask witnesses to sign later. The presence requirement is strict.

Sign your trust document, typically in front of a notary. The notary confirms your identity and that you signed willingly. Your witnesses and notary for the healthcare directive and power of attorney, if required by your state. GoodTrust includes a signing guide with your state’s exact requirements. Follow it precisely. A document that looks perfect but was signed incorrectly has no legal effect.

Step 7: Upload to GoodTrust Digital Vault

With signed originals in hand, upload copies to GoodTrust’s digital vault. The vault is a secure online storage system for organizing estate documents, financial account information, passwords, and digital assets. Share controlled access with your executor, successor trustee, or trusted family member.

The vault ensures that the right people can find everything they need without a court order and without spending weeks tracking down accounts. Store originals in a fireproof home safe that your executor knows how to access. Keep a digital backup in the vault. GoodTrust handles the organization, so your family does not have to.

Read: How Can You Protect Your Digital Assets in Estate Planning?

Step 8: Fund Your Trust

A trust is only as good as the assets inside it. GoodTrust’s funding guide walks you through retitling assets into the trust’s name. Contact your bank to change account titles. Contact your brokerage for investment accounts. Prepare a new deed for real estate with your county recorder’s office. The Schedule A form GoodTrust provides lists every asset that belongs in the trust.

Incomplete funding leaves gaps. A house still titled in your personal name goes through probate even if you have a trust. Follow the guide step by step. Most financial institutions are familiar with trust retitling and have forms ready. The process takes a few hours spread across a few weeks,s but makes the trust fully operational.

Where Beem Fits

Beem is more than an estate planning platform. It is a complete financial toolkit that addresses the full lifecycle of money: earning it through JobsGPT, managing it through BudgetGPT and Everdraft cash advances, building credit, and protecting it through GoodTrust. The GoodTrust integration completes the picture by ensuring that what you build reaches your family rather than a probate court.

For American families who want comprehensive protection without the cost and complexity of traditional estate planning, Beem delivers it all in one place. The GoodTrust documents are attorney-approved and state-specific. The Beem platform handles daily financial realities. Together, they provide the foundation for financial security from paycheck to legacy.

Conclusion

Setting up a trust and will through Beem’s GoodTrust integration takes about 30 minutes, including guided questions, printing, signing, and uploading. The result is a legally valid estate plan that names beneficiaries, appoints an executor and guardian, avoids probate, and keeps your wishes private. 

The digital vault ensures your family can find everything when they need it. Funding the trust completes the process and makes the protection real. For most American families, this is all the estate planning they need to protect what matters most.

FAQs: How to Set Up a Trust and Will Online with Beem’s Digital Tools