Create a Revocable Living Trust that gives you peace of mind.
How It Works
It’s the smart, modern way to create, manage, and update your Trust online.
1. Answer a few simple questions
Create your Trust-Based Estate Plan by deciding what's right for you 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 and 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 the specific protections and provisions you’ve outlined. We’ll provide a handy guide to walk you through everything you’ll need to do. We’re here to help.
Living Trust Estate Plan
Safeguard your legacy and ensure a smooth transition. An estate plan with a revocable living trust offers a comprehensive approach to protecting your assets and loved ones. By avoiding probate court, you can streamline the distribution of your assets to your beneficiaries and organizations that are important to you.
Gain peace of mind knowing your loved ones are cared for. Our state-specific estate planning documents allow you to nominate guardians for your children, manage your assets, and express your wishes for medical care. This comprehensive approach ensures all your affairs are in order.
DOCUMENTS
- Revocable Living trust
- Schedule of Assets
- Last Will & Testament (Pour Over Will)
- HIPAA Authorization
- Living Will
- Power of Attorney
- Certification of Trust
BENEFITS
- Protect Your Loved
- Ones: Choose Guardians for
- Children & Pets
- Empower Your Future:
Appoint a Trusted Agent
Craft Your Legacy:
Distribute Gifts with Clarity - Plan for Peace of Mind: Ensure Your Wishes Are Followed
- Protect Your Assets: Avoid Unintended Heirs
- Respect Your Decisions: Control Your Final Wishes
- Plan for Every Scenario: Special Requests & Considerations
- Prepare for the Unexpected: Make Medical Decisions in Advance
- Choose Your Advocate: Designate Healthcare Agents
- Guarantee Access: Grant Medical Record Permissions
- Distributions with Conditions: Ensure Accountability
- Bypass Probate Court: Save Time, Money and Avoids Headaches
Our Guarantee to you
We stand behind our products and services. If you’re not completely satisfied with your purchase, please contact us within thirty days to request a refund. Learn more
Catholic Estate Planning: Your Faith, Your Legacy, Honored.
Be prepared
Always be ready with your wishes in one place—plus you’ll ease the burden for the people you love.
Secure Your Future
Plan for your legacy and your loved ones.
Get organized
Create a complete inventory of your information and your assets—for every day and emergencies
Organize Assets
Track and manage everything in one place.
Share Your Plan
Inform family and ensure your wishes.
Data Security
Bank-grade encryption for peace of mind.
Expert Guidance
Get personalized document support.
Effortless Updates
Easy to manage as your life evolves.
More than a will: Catholic Estate Planning for a Lasting Impact.
We are here to help.
Questions about your plan? Don’t rely on googling or guesswork—our support team is here to help. Call during business hours or email us when it’s convenient for you. Wwe always respond as soon as possible. We’re here to make the process easy.
We’re available:
- Monday-Friday 7am-5pm PT
Line-by-line document review
Review your decisions, inputs, and details and discuss any consequences or questions you have.
Trust Funding Support & Guidance
Step-by-step instructions and advice on moving each type of asset into your Trust.
Estate Planning Advice
Answer and advise on what is best for your unique situation year-round.
Commonly Asked Question
It's easy to get your plan started
Making wise decisions for your family, guided by your faith.