Financial Fitness

Trust-Based Estate Plan

Customized, state-specific Trusts for $599, or $699 for couples

Create my Trust

Trust-Based Estate Plan

The most comprehensive and complete way to protect your assets and loved ones.  Avoid probate court and allow your assets to pass seamlessly to your beneficiaries with a Trust-Based Estate Plan.


Includes customized and state-specific estate planning documents to nominate guardians for your children, list your assets and outline what should happen in a medical emergency, so you can rest easy with all of your affairs in order.

Benefits

  • Nominate child and/or pet guardians

  • Decide who will handle your affairs

  • Leave specific gifts (money, possessions, property, etc.

  • Determine how your assets will be distributed

  • Exclude individuals from receiving your property
  • Specify your final arrangements
  • Note any special requests
  • Decide what should happen in a medical emergency
  • Designate health care agents
  • Grant trusted individuals access to your medical records
  • Add conditions to asset distributions
  • Avoid probate court

Included Documents

Revocable Living Trust

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.

Schedule of Assets

Schedule of Assets

A listing of assets that you hold in the Trust are subject to the provisions of the Trust. This can be easily updated as you add or remove Trust assets

Last Will & Testament (Pour Over Will)

Last Will & Testament (Pour Over Will)

Your final wishes for your dependents and arrangement, with specific references to the details outlined in your Trust.

HIPAA Authorization

HIPAA Authorization 

Authorizes trusted individuals to receive your protected health information for specified purposes.

Living Will

Living Will

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

Power of Attorney

Power of Attorney

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

Certification of Trust

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.

HOW IT WORKS

The modern way to create, manage, & update your Trust

1

Answer a few

simple questions

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


2

Instantly download or

ship your documents

Instantly download your documents or request a complimentary shipment of your Trust - 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 he specific protections and provisions you've outlined.  We'll provide a handy guide to walk you through everything you'll need to do.

Avoid probate court and seamlessly 

pass down assets to your loved ones.

One key benefit of creating a Trust is that your loved ones will avoid the long and complicated process of probate court.  When you transfer assets to your Trust, you own everything in your Trust while you're still alive.  After you pass, your assets will go directly to who you've chosen.

Make sure things are handled 

​how you want

Creating a Trust-Based Estate Plan ensures your children, pets, assets, finaal arrangements, and health care preferences are taken care of exactly how you want.


Create my Trust

Documents that are built by attorneys & customized 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

Your final wishes for your dependents and arrangement, with specific references to the details outlined in your Trust.


HIPAA Authorization

Authorizes trusted individuals to receive your protected health information for specified purposes.



Living Will

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



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.

FAQ

What is the difference between a Trust and a Will?

What is the difference between a Trust and a Will?

A Trust goes into effect immediately after it is funded, while you are still alive.  Trust offer greater control over when and how your assets are distributed and allow you to avoid probate.

Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

Does my Trust have to be notarized?

Does my Trust have to be notarized?

Notarization is required for most Living Trusts. It may be possible to create a Trust without notarization, but most states require that the Trust be notarized in order to hold real property.  Additionally, many banks and financial institutions will require your Trust to be notarized.

A Trust, unlike a Will, does not need to be signed in front of any witnesses unless you live in Florida.

When should I update my Trust?

When should I update my Trust?

We suggest that individuals review and /or update their Trusts after any life milestone or every three to five years.  Milestones can include: marriage or remarriage, the purchase of new property, and any births or deaths in the family.

How do I fund my Trust?

How do I fund my Trust?

How to fund a Trust varies depending on the nature of the asset that is being transferred into the Trust.  We break down all of the necessary steps it takes to properly fund your Trust so that you reap its benefits in our Trust Funding Guide.

What is the difference between a Revocable & Irrevocable Trust?

What is the difference between a Revocable & Irrevocable Trust?

A Revocable Trust is a Trust that can be revoked, meaning it can be changed or updated at any given time as long as you are still living and of sound mind.

An Irrevocable Trust cannot be easily amended, changed or terminated once it's signed.

Should my spouse and I have separate Trusts?

Should my spouse and I have separate Trusts?

Whether or not to have joint or separate Trusts will be up to each couple as each option has its own props and cons.  Separate Trusts may be beneficial for couples who own separate property from previous marriages or family inheritance. 

Joint Trusts might be the right choice if you want more flexibility and less complication during the post-death administration process.

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