Protect Your Family's Legacy
Plan Today. Protect Tomorrow. Preserve Your Family’s Future.
Why a Living Trust?
Without a proper estate plan, your loved ones may face:
PROBATE COURT
A long, expensive, and public process
UNNECESSARY COST AND FEES
Reduce the value of your estate
FAMILY DISPUTE
Confusion over who inherits what
Through our attorney-reviewed estate planning platform, you can avoid these challenges and ensure your assets and loved ones are protected.
What You Get:
Attorney-Reviewed Living Trust – A complete trust document through the platform within minutes.
Additional Legal Documents – Includes pour over will, durable power of attorney, and healthcare directive.
Step-by-Step Guidance – We guide you through the process to ensure your plan is properly completed.
Asset Alignment Support – We help ensure your accounts, properties, and life insurance policies are properly titled to your trust.
Our 3-Step Process
How It Works
Step 1: Discovery Call – We’ll review your goals and explain the estate planning process.
Step 2: Online Estate Planning Platform – Complete a guided questionnaire and attorney draft trust templates based on your state.
Step 3: Finalization & Asset Alignment – We help you finalize and ensure your trust is fully funded and effective.
Who Should Consider a Revocable Living Trust?
Families with Children or Dependents
Homeowners
Business Owners
People Who Want Privacy
Anyone Who Wants to Avoid Probate
Frequently Asked Questions
What is a revocable living trust?
A revocable living trust is a legal document that allows you to control how your assets are managed and distributed while you're alive and after you pass away without going through probate.
How is this different from getting a trust through an attorney?
Our service uses a secure, attorney-reviewed platform to help you complete your trust online. The legal documents are templates drafted and reviewed by licensed estate planning attorneys, but at a fraction of the cost and time.
Are the documents legally valid in my state?
Yes. All documents are compliant with your state’s laws to ensure they meet legal requirements.
Who actually creates the trust if you're not a lawyer?
We guide you through the process, but all legal template documents are prepared by licensed estate planning attorneys.
Is this a one-time process or do I need to update it later?
Your trust can be updated as your life changes. We recommend reviewing it annually or after major life events (marriage, birth, property purchase, etc.).
What’s included in the estate planning package?
You’ll receive a revocable living trust, a pour-over will, power of attorney, healthcare directive, and instructions for finalizing everything.
What happens after I submit my information?
You’ll receive access to a secure portal where you can complete a step-by-step questionnaire. Once submitted, the trust documents will be accessible within few minutes for your review and signature.
How long does it take for the trust to be completed?
Most trusts are completed in 3–7 business days, depending on how quickly you complete the questionnaire and review your documents.
What’s the difference between the DIY and Hands-On package?
The DIY package gives you platform access and email support. The Hands-On package includes personal guidance, assistance with funding the trust, and follow-up support.
Do I still need a will if I have a trust?
Yes. A simple pour-over will is included and ensures any assets not placed into the trust are still directed according to your wishes.
Does this protect my assets from creditors or lawsuits?
A revocable trust does not provide asset protection from creditors. For that, an irrevocable trust may be needed. Our service focuses on avoiding probate and managing your estate.
Will I have to move my assets into the trust myself?
Yes, this is called “funding” the trust. In the Hands-On package, we help you through this process to ensure it’s done correctly.
Will you help me retitle my home or accounts into the trust?
Yes, with the Hands-On package, we’ll guide you through retitling your home, accounts, and other assets to properly fund your trust.
Can I put my life insurance in the trust?
Yes, you can name the trust as a beneficiary for life insurance.
What happens if I forget to put something into the trust?
The included will (called a pour-over will) helps ensure anything left out of the trust still follows your wishes, but we always recommend funding your trust properly from the start.
How much does this service cost?
Traditional estate planning can cost $3,000–$5,000+. Our packages range from $1,597 to $1,997 depending on the level of guidance you want.
Is this process secure and private?
Yes. The entire process is completed through a secure, encrypted platform that protects your personal information and documents.
Do I need to notarize the documents?
Yes. Final documents must be signed and notarized to become legally valid. We’ll provide clear instructions.
Is this service only for high-net-worth individuals?
Not at all. Anyone who owns property, has children, or wants to avoid probate can benefit from a revocable living trust regardless of income level.
Compliance Disclaimer
We do not provide legal or tax advice. All trust documents are prepared by licensed estate planning attorneys through our estate planning platform. Our role is to guide you through the process and help align your assets with your estate plan.
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