Living Revocable Trust-based Estate Plan

A Living Revocable Trust is the most comprehensive way to protect your assets and your family. Most importantly, with a Trust-based estate plan, you may avoid probate court. That means that your assets will pass smoothly to your beneficiaries in private without probate court.

A Trust-based Estate Plan is Necessary to:

  • Nominate guardians you trust for your child(ren)
  • Select a person you trust to handle your affairs
  • Leave specific gifts (money, possessions, property, etc.)
  • Leave a gift to a charity of your choice
  • Take care of any debts you may owe
  • Distribute your assets
  • Specify your final arrangements, including burial/cremation
  • Alert your doctors to your end-of-life care wishes
  • Select health care agents you trust
  • Avoid probate court
  • Leave final wishes in your own words

Documents Included


Living Revocable Trust

The most comprehensive way to protect your assets and family, while avoiding the probate court.


Pour-Over Will

Directs distribution of any remaining assets to the Trust upon your death.


Advance Directive / Living Will

Details your end-of-life medical wishes and appoints someone you trust to handle your health care when you cannot.


Financial Power of Attorney

A Financial Power of Attorney allows you to appoint someone you trust to act on your behalf in financial and legal matters.

Unlimited Updates For 1 Year

Each purchase comes with free updates for the first year. After that, you may purchase an additional year of unlimited updates ($29 for Will, $59 for Trust). You can revoke a Will or Living Trust or amend them at any time before you pass away.

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