Trust-Based Estate Plan
Customized, state-specific Trusts for $599, or $699 for couples
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.
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
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.
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.
Authorizes trusted individuals to receive your protected health information for specified purposes.
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.