How it works
Your living trust, done in three steps
We've simplified a process that used to take months and cost thousands. From your first consultation to your signed documents, we guide you through every step in plain English.
You provide the essential information
We send you a questionnaire about your family, assets, beneficiaries, and wishes. It takes about 20 minutes to complete — then you send it back and our attorneys use it to create your living trust, customized to your situation.
- We send you a questionnaire — takes about 20 minutes — you send it back
- Covers your assets, beneficiaries, and personal wishes
- No office visit required — complete it from home
We draft your documents
Our attorneys use your information to prepare your complete trust package — customized to your family and reviewed for accuracy. Every document is drafted and reviewed by a licensed estate planning attorney.
- Every document drafted and reviewed by a licensed attorney
- Includes living trust, pour-over will, healthcare directive, and power of attorney
Sign, fund, and you're protected
We walk you through signing your documents correctly and funding your trust — the critical step of transferring your assets into the trust's name. Once complete, your family is fully protected and your wishes are legally binding.
- Step-by-step signing instructions included
- Guidance on funding your trust with your home and accounts
- Ongoing support if you need to make updates later
What's included
Your complete estate plan
Every package includes the four core documents your family needs — not just a trust.
Revocable Living Trust
The core document that holds your assets and specifies exactly who receives them — bypassing probate entirely.
Pour-Over Will
Catches any assets not transferred into the trust and directs them to your beneficiaries upon your passing.
Healthcare Directive
Specifies your medical wishes if you become incapacitated, so your family never has to guess.
Power of Attorney
Designates someone you trust to manage your financial affairs if you are unable to do so yourself.
Common questions
Ready to get started?
Book your free 15-minute consultation today. One conversation is all it takes to know exactly what you need.