Trust-Driven Estate Plan

$599 for individuals, or $799 for couples

Payment plans are available.

The most thorough and effective way to protect your assets and loved ones. Bypass probate court and ensure your assets are transferred smoothly to your beneficiaries with a Trust-Driven Estate Plan.

Includes personalized, state-specific estate planning documents to designate guardians for your children, inventory your assets, and specify your wishes in the event of a medical emergency, ensuring your affairs are organized and you can have peace of mind.

Advantages


  • Bypass probate court and maintain the privacy of your affairs.
  • Designate guardians for your children and/or pets.
  • Choose who will manage your affairs.
  • Decide how your assets will be allocated.
  • Prevent certain individuals from inheriting your property.
  • Outline your final wishes and arrangements.

How it functions

It's the efficient, modern method to create,
manage, and update your Trust online.

1. Respond to a few straightforward questions.

Create your Trust-Based Estate Plan by choosing the best options for you and your family, tailored to meet your unique needs.

2. Download or receive your documents by mail instantly.

Quickly download your documents or opt for complimentary shipping of your trust.

3. Sign and notarize your documents at your convenience.

Complete your documents and make them legally binding by signing and notarizing them.

4. Transfer assets into your trust.

Assets you transfer to your trust will be protected according to the provisions you've set. We'll provide a helpful guide to walk you through every step of the process. We're here to support you.

Frequently Asked Questions

A Trust is the most thorough Estate Plan, providing greater control over when and how your assets are distributed. It also helps you avoid probate court.


A Will allows you to appoint guardians for your children, outline your healthcare preferences, specify your final arrangements, and determine how your assets should be distributed.

Deciding between joint or separate Trusts depends on each couple's unique situation, as both options have their advantages and disadvantages. Separate Trusts can be advantageous for couples who own property separately, such as from previous marriages or family inheritances.


A Joint Trust may be the best option if you're looking for greater flexibility and a simpler post-death administration process.

On average, it takes about 30 minutes to complete a Trust.

A Revocable Trust is a Trust that can be modified or revoked at any time, as long as you are alive and mentally competent.


An Irrevocable Trust cannot be easily altered, modified, or terminated once it has been signed.

Notarization and signing requirements can vary by state. Some states mandate two witnesses during the signing of your documents, while others require notarization. Be sure to check your state's specific regulations.