Best Protection
Revocable Living Trust
A revocable living trust is the gold standard for estate planning. It helps your family avoid probate, maintain privacy, control distribution, and protect your loved ones from unnecessary delays and legal costs.
We help families create professional documents in days using institutional-grade estate planning software.
Why a living trust matters
A Trust Helps Your Family Avoid the Problems a Will Cannot Solve Alone
A will states your wishes, but it still requires probate court. A revocable living trust can help your family avoid months of delay, legal fees, public exposure, and unnecessary stress.
With Only a Will
- Your family may still face probate court.
- Assets can be delayed for months.
- Your affairs can become public record.
- Legal fees and court costs can reduce the estate.
- Family stress can increase during grief.
With a Living Trust
- Avoid probate completely when properly funded.
- Keep family affairs private and confidential.
- Help loved ones access assets faster.
- Control distribution timing and conditions.
- Give your family clear instructions and peace of mind.
Core benefits
What a Revocable Living Trust Can Help You Do
Avoid Probate Completely
No court, no unnecessary delays, and no public records when the trust is properly funded.
Maintain Privacy
Keep your family affairs confidential instead of exposing them in public probate records.
Control Distribution
Decide when and how heirs receive assets instead of leaving decisions unclear.
Protect Beneficiaries
Help shield assets from creditors, divorces, poor decisions, or rushed distribution.
Coordinate Beneficiaries
Ensure accounts, beneficiary designations, and ownership structures align with the estate plan.
Reduce Family Stress
Give loved ones clear instructions at the exact time they need clarity most.
Institutional-grade software
Professional Documents Backed by Leading Technology
We use Wealth.com’s estate planning platform—the same technology trusted by over 1,000 financial institutions nationwide.
Your documents are created by software backed by Google, Citigroup, and Charles Schwab, with legal templates drafted by attorneys from elite law firms.
Trusted By Industry Leaders
Attorney-drafted templates
Documents Crafted by Attorneys from Elite Law Firms
Professional quality estate planning documents should not feel out of reach.
McDermott Will & Emery
Elite law firm experience serving high-level families and institutions.
Willkie Farr & Gallagher
Attorney-drafted legal templates used within the platform.
Perkins Coie
Professional templates designed for quality and consistency.
Fox Rothschild
Legal document foundation trusted by modern planning systems.
Comprehensive review included
A Trust Is More Than a Document
Documents work best when assets, beneficiaries, and ownership structures are reviewed together.
Beneficiary Designations
Ensure accounts align with your estate plan.
Asset Inventory & Review
Catalog assets and ownership structures.
Trust Funding Assistance
Help transfer assets into your trust.
Document Updates & Changes
Keep documents current as life changes.
Simple process
Most Families Complete Their Plan in 2–3 Weeks
Discovery Call
We understand your family structure, assets, goals, and what you need protected.
Document Preparation
We guide you through the information input, document review, and approval process.
Sign & Fund
Sign with notary and witnesses, then receive guidance on properly funding the trust.
Ready to protect your family?
Build the Trust Before Your Family Needs It
A living trust can reduce delays, protect privacy, and make life easier for the people you love.
Private
Keep family affairs confidential.
Faster
Help loved ones avoid probate delay.
Clear
Give instructions when they matter most.
Living trust questions
Common Questions About Revocable Living Trusts
Yes, when properly created and funded, a revocable living trust can help avoid probate for assets titled in the trust.
Many estate plans include a pour-over will along with a trust. The trust handles titled assets, while the will can catch assets not transferred.
Trust funding means transferring or aligning assets with the trust so the trust can actually work as intended.
Yes. “Revocable” means you can usually update or change it while you are alive and legally able to do so.
Most families complete their estate plan within 2–3 weeks with guided preparation, review, signing, and funding steps.
Protect Your Family with a Revocable Living Trust
Get honest guidance on whether a living trust is the right foundation for your estate plan.
No obligation • No sales pitch • Professional guidance