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Create your Trust-Based Estate Plan by deciding what is right for you and your family, with options customized to your specific needs.
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Create a Living Trust Online That Covers Everything
Customized, state-specific Trusts for individuals or couples, built by attorneys and personalized by you. Protect your assets, avoid probate, and give your loved ones a seamless path to what you leave behind.
A Trust that’s built by attorneys and customized by you.
Trust-Based Estate Plan
$499 per individual, or $599 for couples. A limited-time offer of 15 percent off is taken at checkout.
This is the most comprehensive and complete way to protect your assets and loved ones. Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan.
It includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets, and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.
- Complimentary first-time shipping
- First year of membership included, then $39 per year thereafter
Benefits
- Nominate child and/or pet guardians
- Decide who will handle your affairs
- Leave specific gifts such as money, possessions, and property
- Determine how your assets will be distributed
- Exclude individuals from receiving your property
- Specify your final arrangements
- Note any special requests
- Decide what should happen in a medical emergency
- Designate health care agents
- Grant trusted individuals access to your medical records
- Add conditions to asset distributions
- Avoid probate court
30-day satisfaction guarantee. We stand behind our products and services. If you are not completely satisfied with your purchase, please contact us within thirty days to request a refund.
Your documents
Revocable Living Trust
The central hub of your estate plan, with provisions for the management, control, and distribution of your assets during life and after death.
Schedule of Assets
A listing of the assets you hold in the Trust that are subject to its provisions. This can be easily updated as you add or remove Trust assets.
Last Will and Testament (Pour Over Will)
Your final wishes for your dependents and arrangements, with specific references to the details outlined in your Trust.
HIPAA Authorization
Authorizes trusted individuals to receive your protected health information for specified purposes.
Living Will
Specify your preferences for healthcare and medical treatment, to be used as guidance if you are ever unable to make decisions.
Power of Attorney
Assign an agent to manage your personal and business responsibilities if you are away or incapacitated.
Certification of Trust
Provide this to third parties in place of a copy of the Trust. It summarizes key provisions without revealing other personal details.
How it works
It is the smart, modern way to create, manage, and update your Trust online.
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Instantly download or ship your documents
Instantly download your documents or request a complimentary shipment of your trust, included with your initial purchase.
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Sign and notarize at your convenience
Finalize your documents and make them legally binding with your signature and a notary.
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Fund your trust
Assets you transfer to your trust will fall under the specific protections and provisions you have outlined. We provide a handy guide to walk you through everything you need to do, and we are here to help.
30-day satisfaction guarantee
We stand behind our products and services. If you are not completely satisfied with your purchase, please contact us within thirty days to request a refund.
Frequently asked questions
What is the difference between a Trust and a Will?
A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate. Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.
How long will it take to complete my Trust?
It takes most people about 20 minutes to complete their Trust.
Does my Trust have to be notarized?
Notarization is required for most Living Trusts. It may be possible to create a Trust without notarization, but most states require that the Trust be notarized in order to hold real property. Many banks and financial institutions will also require your Trust to be notarized. A Trust, unlike a Will, does not need to be signed in front of witnesses unless you live in Florida.
Can I speak to an attorney about my Trust?
While it is not necessary to hire an attorney to create a legally valid Trust, we offer members attorney support for an additional fee. With attorney support you have unlimited access to an estate planning attorney who can provide legal advice, discuss any tax consequences associated with your decisions, and review your documents line by line.
When should I update my Trust?
We suggest reviewing and updating your Trust after any life milestone or every three to five years. Milestones can include marriage or remarriage, the purchase of new property, and any births or deaths in the family.
How do I fund my Trust?
How you fund a Trust varies depending on the nature of the property being transferred into it. We break down all of the necessary steps in our Trust Funding Guide so that you reap the benefits.
What is the difference between a Revocable and Irrevocable Trust?
A Revocable Trust can be revoked, meaning it can be changed or updated at any time as long as you are still living and of sound mind. An Irrevocable Trust cannot be easily amended, changed, or terminated once it is signed.
Should my spouse and I have separate Trusts?
Whether to have joint or separate Trusts is up to each couple, as each option has its own pros and cons. Separate Trusts may be beneficial for couples who own separate property from previous marriages or family inheritance. Joint Trusts might be the right choice if you want more flexibility and less complication during the post-death administration process.
Are payment plans available?
Yes. Payment plans are available for both Will and Trust-Based Estate Plans. Complete your documents and make four equal, interest-free payments.
Avoid probate court and seamlessly pass down assets to your loved ones
One key benefit of creating a Trust is that your loved ones avoid the long and complicated process of probate court. When you transfer assets to your Trust, you own everything in your Trust while you are still alive. After you pass, your assets go directly to the people you have chosen.
Have questions about your estate plan?
Book a private phone or Zoom consultation to talk through your goals and choose the right plan for your family.
Book a ConsultationStart your Trust today
Protect your assets and your loved ones with a customized, state-specific Trust-Based Estate Plan.
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