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Wills & Estates

Living Trust

A revocable living trust that holds your assets, keeps your estate private, and lets your beneficiaries inherit without probate.

Why you need one

Avoid probate

Assets in a trust transfer instantly to your beneficiaries — no court, no delays, no public record.

Privacy

Wills become public record. Trusts stay private — your financial affairs stay yours.

Staged distributions

Control when and how your children inherit — 1/3 at 25, 1/2 at 30, remainder at 35.

Incapacity protection

Your successor trustee manages trust assets if you become incapacitated — no court-appointed conservator needed.

How it works

01

Answer a few questions

Takes about 10 minutes. Progress is saved as you go.

02

Pay a flat fee

Stripe checkout — cards + Apple Pay + Google Pay accepted.

03

Our expert team drafts it

State-specific, reviewed by an expert or partner attorney. 2 business days.

04

Download + sign

Delivered to your /account dashboard. Sign digitally or print + notarize.

What's in your document

  • Trust creation & naming
  • Trustee designation
  • Successor trustee
  • Beneficiary designation
  • Staged distribution for minors
  • Revocation & amendment rights

Make it legal — after you receive it

1

Fund the trust

Transfer your assets into the trust — real estate, bank accounts, investments. This is the most important step.

2

Sign and notarize

The grantor and trustee sign. Notarization is required in most states.

3

Store securely

Keep the original in a fireproof safe. Give copies to your successor trustee and attorney.

This is not legal advice. We draft legal documents and our team includes licensed experts who review each one, but we are not your law firm and nothing we deliver constitutes legal advice for your specific matter. Read our full disclaimer.

Competitor pricing checked against Rocket Lawyer and LegalZoom public pricing; excludes fees and may change. See our price sources for capture dates.

Flat fee — no subscription
$199
Rocket Lawyer $40LegalZoom $399
  • State-specific — every state's format supported
  • Delivered to your /account dashboard within 2 business days
  • CPA + attorney review before delivery
  • Free amendments for 30 days