Trust-Based Estate Plan

$569 per individual, $769 for couples

A plan to guarantee: the total assurance and peace of mind knowing your family would stay out of Court and conflict in the event of death or incapacity, and your assets will be transferred to heirs with the most ease and convenience possible in the privacy of a lawyer’s office without court involvement. The Trust plan includes your Revocable Trust, Will, Healthcare Directives and Powers of Attorney so you know that you are well taken care of if anything happens. Guardianship forms are also included to ensure your children are always raised by the people you want and in the way you want.

This plan has your family covered.

Complimentary shipping

First year of membership is free

ADVANTAGES
  • Nominate guardians for your children
  • Control what happens with your property (money, real estate, personal belongings)
  • Leave specific gifts
  • Decide who handles your affairs
  • Disinherit specific individuals
  • Decide what happens should you become incapacitated
  • Plan your final arrangements
  • Designate healthcare agents and grant trusted individuals access to your medical records
  • Avoid having the state decide how your estate is distributed
  • Avoid probate court
  • Keep your personal and financial matters private (once filed, a will is a matter of public record)
INCLUDED DOCUMENTS
  • Revocable Living Trust
  • Certificate of Trust
  • Pour Over Will
  • Power of Attorney
  • Healthcare Proxy
  • Living Will
  • HIPAA Authorization
  • Final Disposition
  • Standalone Guardianship Nomination Forms

  • Long Term Guardianship Form

  • Medical Power of Attorney for a Minor

  • Caregiver Instruction Form

Start my Trust!
Money back guarantee

If you are unsatisfied with your completed documents, contact us within 30-days of your purchase to request a refund under our refund policy

How It Works

It’s the smart, modern way to create & manage your Trust.
1
Answer a few simple questions.

Create your Trust-Based Estate Plan by deciding what's right for you and your family with all options customized to your specific needs.

2
Instantly download or ship your documents.

Instantly download your documents or request a complimentary shipment - included with your initial purchase.

3
Sign & notarize at your convenience

Finalize your documents and make them legally binding with your signature and a notary.

4
Fund your trust.

Assets you transfer to your trust will fall under the specific protections and provisions you’ve outlined. We’ll provide a handy guide to walk you through everything you’ll need to do. We’re here to help.

Avoid Probate and Know Nothing Is Left To Chance Because You Got Too Busy

A major advantage of creating a trust is that your loved ones will avoid the long, costly and (sometimes) confusing court process called probate. You can rest assured knowing that your estate and beneficiaries won’t get hung up in this court supervised process after your death. Your assets will pass seamlessly to your beneficiaries and your personal affairs will remain private. Your will becomes a matter of public record when it’s submitted for probate.

Documents that are built by
attorneys & Tailored by you.

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.

Last Will & 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.

Power of Attorney

Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.

Certification of Trust

Provide this document to third parties in place of a copy of the trust. This contains a summary of key provisions from the Trust but does not reveal other personal details.

Living Will

Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

Healthcare Proxy

Assigns someone you trust as your proxy, or agent, to express your wishes and make health care decisions for you if you are unable to speak for yourself. Naming a proxy can help ensure that you get the health care you prefer in the event that you cannot communicate your wishes.

Your dedicated support
team.

Questions about your plan? Don’t rely on googling or guesswork - your support team is on the case. Even if we’re not in-office, we always respond as soon as possible. We’re here to make the process easy.

We’re available:

  • Monday-Friday 9am-5pm ET
Chat with us

Get 1 year of unlimited support from a licensed estate planning attorney.

Line-by-line Document Review

Step-by-step instructions and advice on moving each type of asset into your Trust.

Trust Funding Support & Guidance

Step-by-step instructions and advice on moving each type of asset into your Trust.

Legal Estate Planning & Tax Law Advice

Step-by-step instructions and legal advice to ensure you’re on the right track.

Discuss Tax Implications

Step-by-step instructions and advice on moving each type of asset into your Trust.