EMPOWERING YOU

A Living Trust is a legal document that allows you to transfer your property, bank accounts, and other assets into a trust during your lifetime. It helps your family avoid probate, reduce delays, and smoothly pass assets to your chosen beneficiaries.

A Will goes through probate court, which can be expensive and time-consuming. A Trust avoids probate, keeps your affairs private, and allows for faster and easier transfer of your assets to loved ones.

You do not need an attorney to create a basic Trust. However, if you’d like professional legal eyes on your documents, we offer affordable add-on attorney review and group Q&A sessions.

Not at all. Trusts are for everyday people. Even a modest estate can be tied up in probate for months or years. A Trust makes sure what you do have goes directly to the people you love, without the courts getting in the way.

You can still benefit from a Trust. Cars, bank accounts, retirement funds, and personal property can all be placed into your Trust. Avoiding probate isn’t just for homeowners — it saves your family time, money, and stress no matter the size of your estate.

Yes. You can transfer your mortgaged home into your Trust. The mortgage doesn’t disappear, and you still make payments as usual, but the home will be managed by the Trust. When you pass, your heirs can take ownership without going through probate.

If your home is free and clear, transferring it into your Trust is even simpler. This ensures your heirs avoid probate and can take title to the property without court involvement.

Yes. You can place rental properties, vacant land, or other real estate into your Trust. This ensures smooth management during your lifetime and efficient transfer to your heirs.

A Trust can include instructions for family meetings, conflict resolution, charitable giving, and even rules for using family property together. This structure strengthens family ties and keeps everyone aligned.

You’ll receive your Trust documents in digital form (PDF/Word). You can print, sign, and notarize them locally. These are not “kits” — they are full Trust agreements prepared for you to save you time and money.

No. We provide digital files only. This keeps costs low and makes it easy for you to store, share, and update your Trust securely.

Most people can finish their intake questionnaire in 20–30 minutes. Drafting and delivery are typically within 48 hours once you submit.

Yes. Since this is a Living Trust, you can amend or revoke it during your lifetime. You will always have lifetime access to your files.

Yes. Your personal information and documents are stored using encrypted systems with limited access, keeping your family’s information safe.

Without a Trust, your family may face:

​

• Probate Court Delays & Costs – Your estate will likely go through probate, which can take months or years and cost thousands of dollars in court fees, attorney’s fees, and administrative expenses. These costs come out of what you intended for your loved ones.

​

• Loss of Privacy – Probate is a public process, which means your family’s affairs, assets, and disputes may become part of the public record.

​

• Family Stress & Conflict – Without clear instructions in a Trust, family members are left to guess your intentions. This often leads to disagreements, fractured relationships, and unnecessary fighting in court.

​

• Lack of Structure & Cohesion – A Trust can serve as a guide for family meetings, conflict resolution, and shared responsibility. Without it, there is no built-in framework to keep the family united or to pass down values alongside assets.

​

• Risk to Generational Wealth – Probate and legal battles eat away at your estate. Instead of being preserved and multiplied, your wealth can be drained before it ever reaches your children or grandchildren.

​

In short, without a Trust your loved ones inherit problems, not just property. With a Trust, you give them clarity, stability, and protection — both financially and emotionally.