Premium Protection

Living Trust Package

The smarter way to protect your estate. Skip probate, maintain privacy, and give your family immediate access when they need it most.

Avoid 9-18 months of probate delays
Keep your estate completely private
Save thousands in legal fees
$ 689

Complete package for individuals or couples

Get Started
30-day revision period
Attorney-drafted documents
Family estate planning

How much could probate cost your family?

Use this calculator to see the potential cost of probate. California has among the highest probate fees in the nation—if your state's costs are lower, you'll save even more with a trust.

$
Probate attorney fees $13,000
Executor fees $13,000
Total estimated probate cost $26,000
Your trust investment $689

Based on California statutory probate fees (CA Probate Code §10810). California has among the highest probate costs in the nation. While fees vary by state, probate typically costs 3-7% of your estate value and takes 9-18 months regardless of location.

With a living trust, your family avoids these costs entirely and receives assets immediately.

Choose the trust package that fits your needs

Same price whether you're creating an individual or joint trust for you and your spouse

Most Popular

Living Trust Package

For individuals or couples

$689 One price for individual or joint trust
Revocable Living Trust
Pour-Over Will(s)
Certificate of Trust
Asset Transfer Documents
Spendthrift Provisions
Inheritance Timing Provisions
Funding Instructions
30-Day Revision Period
Get Started

Premium Trust Package

Advanced protection + attorney review

$989 Best for complex estates
Everything in Living Trust Package
Attorney Review Included
Beneficiary Protection Provisions
Blended Family Distribution Provisions
Liability Protection Provisions
Creditor Protection Provisions
Get Started

Optional Add-Ons

Enhance your estate plan with these additional documents

Durable Power of Attorney +$39 each
Advance Health Care Directive +$39 each

Your trust in four simple steps

From start to finish in as little as 20 minutes

1

Answer simple questions

Tell us about your family, assets, and wishes through our secure guided interview. Most people complete this in 15-20 minutes.

15-20 minutes
2

We generate your documents

Our system creates attorney-drafted documents customized for your state's laws and your specific situation.

Instant generation
3

Review and sign

Download your documents, review them carefully, and sign with a notary following our detailed instructions.

30-day revision period
4

Fund your trust

Transfer your assets into the trust using our step-by-step funding guide. We provide all the forms and instructions you need.

Complete protection

Everything included in your trust package

Comprehensive estate planning documents, all in one place

Core Trust Documents

  • Revocable Living Trust

    The foundation document that holds and manages your assets

  • Pour-Over Will

    Catches any assets you forgot to transfer into your trust

  • Certificate of Trust

    Summary document for banks and institutions (keeps your trust private)

Property Transfer Documents

  • Assignment of Personal Property

    Transfers furniture, jewelry, vehicles, and belongings into your trust

  • Assignment of Business Interest

    Transfers ownership of businesses or LLCs (if applicable)

  • Assignment of Contractual Interests

    Transfers contracts, royalties, or other agreements (if applicable)

  • Memorandum of Personal Property

    Flexible list for distributing specific items without amending your trust

Instructions & Support

  • Detailed Funding Instructions

    Step-by-step guide for transferring each type of asset into your trust

  • Signing Instructions

    Exactly how to properly execute each document with witnesses and notary

  • State-Specific Provisions

    Customized for your state's laws and requirements

  • 30-Day Revision Period

    Make unlimited changes through our platform for the first month

Common questions about living trusts

If you own a home or have significant assets, a living trust can save your family months of court delays and thousands in legal fees by avoiding probate. It also provides privacy and allows you to maintain control if you become incapacitated. Every state has a probate threshold, and if your estate exceeds it, a trust is strongly recommended.

Your trust only protects assets that are transferred into it. We provide detailed funding instructions to help you retitle assets. Your pour-over will acts as a safety net for any assets you forget to transfer, though those may still go through probate.

Yes! Your living trust is revocable, meaning you can modify or revoke it at any time during your lifetime. You have 30 days after purchase to make unlimited revisions through our platform at no additional cost.

A will goes into effect after you pass and must go through probate court (9-18 months, public record, expensive). A trust goes into effect while you're living, avoids probate entirely, and keeps everything private. See detailed comparison

Yes. Our living trusts are drafted by experienced estate planning attorneys and customized for your state's laws. As long as you follow the signing instructions (typically notarization), your trust is legally enforceable.

No. While attorneys charge $2,000-$5,000 for a trust, our attorney-drafted documents provide the same legal protection at a fraction of the cost. However, if you have a complex estate (business ownership, blended family, special needs beneficiaries), we recommend consulting an attorney.

A revocable trust (what we provide) can be changed or canceled at any time during your lifetime. An irrevocable trust cannot be modified once created and is typically used for tax planning or asset protection. Most people need a revocable living trust.

See what you'll receive

Download a sample living trust to review the quality and detail of our documents

Download Sample

Protect your family with a living trust

Join thousands who have secured their legacy and avoided probate

Start Your Estate Plan
30-day revisions included
Bank-level security
Attorney-drafted