Plan your estate
Keep your estate out of probate with a revocable living trust
Name your trustees and beneficiaries, direct how assets are distributed, and build an initial asset schedule. Your answers become a trust document ready to sign and fund.
Usually 20–30 min. Autosaves as you go.Private by design. Your answers stay on this device.
What your living trust includes
- Grantor, initial trustee, and successor trustees with clear succession
- Beneficiaries, specific gifts, and residual distribution instructions
- Lifetime administration terms and a schedule of assets to fund the trust
How to create your living trust in 3 easy steps
Set up the trust
Name the trust, the grantor, and who manages it now and later.
Direct distributions
List beneficiaries and how and when they receive assets.
Execute and fund
Download the PDF, sign before a notary, then retitle assets into the trust.
Frequently asked questions
Ready to start your living trust?
Review the whole document before you pay. One purchase, no automatic renewal.
Start my living trust