Estate planning made easy.

Providing affordable, state-specific estate planning documents nationwide for nearly 20 years.

This is the most detailed Estate Planning conversation I have ever heard!
— @jctazgarfield

1- LEARN ABOUT TRUSTS

You can choose to learn a little (or a lot) in our education center. We will teach all about trusts, your options and so much more. If you already know you want a trust, you can skip straight to our questionnaire.

2- CREATE YOUR TRUST

Fill out our online questionnaire and our attorney-drafted documents will be customized with your answers. After we complete your document we will email you a short summary for you to check name spellings, birthdates etc. You’ll then email us back your approval.

3- FUND YOUR TRUST

After you approve your customized documents, we print, bind and ship your documents. When your documents arrive, get them signed and notarized. We then teach you how to fund your trust. Easy as that.

What’s included in our Revocable Living Trust Package for $695.

  • A Revocable Living Trust is a legal document or "Living Entity" that allows you to transfer ownership of real property and/or assets (such as a home, real estate, bank accounts, certificates of deposit, securities, life insurance, stocks, bonds, etc.) from your personal ownership into the legal ownership of the Trust. A Living Trust is just what the name implies, a document that is created during your life, but that can be changed or terminated at any time. A Trust allows you to decide who will receive your assets, how much they will receive, and when they receive it. A Trust allows you to choose your successor trustees, who your beneficiaries are and appoint guardians for any minor children.

    If a Trust is set up correctly and all of the property and assets are properly transferred to the trust it will provide the following benefits: Avoid probate entirely; distribute property and assets to the beneficiaries almost immediately; ensure any minor or disabled children are cared for; handle financial affairs if you become incompetent; keep everything private and out of the public eye; and save money in federal estate tax and capital gains taxes.

  • Under certain, very limited circumstances, the Declaration could possibly be helpful after your death if you neglected to transfer a valuable asset to your Trust; it merely confirms that you intended to include all of your assets within your Trust. The Declaration is not a substitute for the requirement that you must transfer ("title") your assets into the name of your Trust in order to avoid a potential probate of those non-Trust assets.

  • The Assignment acts as the method of transferring all of your personal property assets (generally they do not have a title or an ownership document) and Business Interests to your Trust (thereby avoiding the necessity or possibility of having to probate such assets).

    Business interests should be transferred to the Living Trust by completing a Transfer Agreement and Assignment. This assigns any business interest you own to be distributed according to the beneficiary designation you have indicated in your Living Trust. This document is included with your Revocable Living Trust Package.

    We also include a form where you can designate the distribution of specific items of personal property (e.g., the 1970 Plymouth Barracuda goes to my nephew Jack, my wedding ring goes to my daughter Alice, etc.). This form can be edited, crossed out, added to, etc as your desires and personal belongings change over time. Personal items generally should not be named in the trust.

  • Schedule "A" is an inventory of your "Assets" and set of instruction letters that indicates how to transfer property and assets to the trust. Once the property and assets have been properly transferred to the trust, verification and confirmation of the transfers should be kept in Schedule A. When both of the trustors have passed away, the successor trustees will use Schedule A to quickly locate assets and property. It is very important to keep Schedule A current and up to date.

    This is the MOST IMPORTANT part of a Trust. A Trust must be properly funded with assets in order to operate properly. If these items are not properly transferred into the Trust, they may be subject to probate!

  • The Certification sets forth the existence of your Trust and your unlimited right as Trustee to deal with any account or asset held in the Trust. The Certification acts as a short version of the Trust Agreement and gives any third party all the information required from the Trust without getting into the dispositive provisions, which are (and should remain) confidential.

  • This Will is commonly referred to as a "Pour-Over" Will. Under the terms of the Will, any assets held by you which have not previously been transferred into your Trust will be added to the Trust at the time of your death (but may be subject to probate in order to do so). The purpose of this is to make sure all of your assets (whether in the Trust or not) are distributed according to the distribution plan set forth in the Trust. The Will also names guardianship of minor children.

  • The Durable Power of Attorney is a "general power of attorney". This document is primarily intended to give your named agent the power to deal with any trust or non-trust assets in the event of your incapacity. This document gives your agent broad powers to dispose of, sell, convey and encumber your real and personal property.

  • The Health Care Power gives your named Agent the power to make medical decisions, sign consents and/or releases with hospitals and/or doctors if you are incapacitated. It also includes your "Living Will" for end-of-life decisions.

    The appointed health care agent may be any competent person who is at least eighteen (18) years old and not providing paid health care to you. This person is usually a trusted family member or friend.

  • The last instructions give you the ability to specify how you wish your remains to be dealt with (e.g., cremation or burial); to provide information of any prior arrangements and to designate the persons to carry-out your wishes.

  • These instructions give direction to your Successor Trustee, Powers of Attorney and Guardian in the event of your incapacitation or death.

  • If you own (or mortgage) any property, you will also need to purchase a deed to transfer real property ($250 per deed)

Why choose us?

20 Years of Experience: Trusted by thousands of clients and financial planners over two decades.

Free Educational Courses: Empowering you with the knowledge to make informed decisions.

Attorney-Prepared Documents: Customized to your unique needs with our software.

Transparent Pricing: No hidden fees or surprise add-ons—what you see is what you pay.

Comprehensive Estate Planning: Our all-inclusive package covers every essential document.

Funding Support & Follow-Up: We help you through the entire process to ensure completion.

Periodic Check-Ins: We reach out every three years to see if you require updates.