FREE CALL WITH OUR TRUST TEAM
Unsure where to start?
Let’s figure it out together.
Building an estate plan without children brings up unique questions. You don’t have to figure out the answers alone. Schedule a complimentary Clarity Call to find the best path forward for your legacy.
What to expect on our call:
This isn't a high-pressure sales pitch. It’s a casual, no-obligation conversation with a team member who understands the nuances of the childfree lifestyle.
We know that getting started is the hardest part. On our call, we will:
- Listen to your unique situation: We'll talk about your healthcare wishes and legacy goals, and what you want your plan to do for you.
- Identify your roadblocks: We'll pinpoint exactly what has been keeping you from finishing (or starting) your estate plan—whether it's picking fiduciaries or navigating the legal terms.
- Walk through your options: We'll explain how Childfree Trust membership works, what's included, and the monthly and annual plans, so you can choose what fits your timeline, budget, and comfort level.
- Leave with a clear next step: You'll know exactly what to do next, whether you choose to move forward with us or not.
How to prepare:
You don’t need to have your assets perfectly organized or your proxies picked out before we speak. Just bring yourself, a cup of coffee, and any questions you have about the process.
Choose a day and time that works best for you.
Prefer to learn in a group first?
Join our free live monthly Q&A. Ask your own questions about how Childfree Trust works, or just listen in and hear what others are asking.
Frequently asked questions
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Will I be pressured to sign up?
Absolutely not. Our primary goal is to make sure you actually finish your plan. If we think membership is a good fit, we'll explain why and let you decide. If it isn't, we'll tell you that too.
Am I speaking to a real person?
Yes! You will be speaking directly with a member of the Childfree Trust team right here in the US who understands the specific nuances of planning without children.
I already know I want to join. Do I still need this call?
No. If you're ready to get started, you can skip the call and create your free account here. If you'd like to meet a team member first, we'd love to talk with you.
I have a financial advisor. Do I have to work with Childfree Wealth to use Childfree Trust?
No, if you have an advisor you like, please keep your advisor. In fact, we want your advisor to be a part of your Childfree Trust journey. We don't replace them or manage your investments. We're the people who step in and act for you when you can't, as your financial or medical power of attorney, executor, or trustee.
If you do not have an advisor, we recommend that you check out our sister company Childfree Wealth. Our advisors there specialize in Childfree financial planning and can help you streamline your estate planning.