Make your estate plan and make it count.

Give your loved ones clarity and leave a legacy that lasts. Our guided online platform is the easiest way to create your estate plan and keep it up to date.

Trust-BASED ESTATE PLAN

Create a Living Trust that covers everything.

Customized, state-specific Trusts for individuals or couples.

Revocable Living Trust

The central hub of your estate plan with provisions for the management, control, and distribution of your assets during life and after death.

Schedule of Assets

A listing of assets that you hold in the trust are subject to the provisions of the trust. This can be easily updated as you add or remove trust assets.

Last Will & Testament (Pour Over Will)

Your final wishes for your dependents and arrangements, with specific references to the details outlined in your trust.

HIPAA Authorization

Authorizes trusted individuals to receive your protected health information for specified purposes.

Advance Healthcare Directive (aka Living Will)

Specify your preferences for healthcare and medical treatment to be used as guidance if you are ever unable to make decisions.

Power of Attorney

Assign someone (an agent) to manage your personal and business responsibilities if you are away or incapacitated.

benefits

Avoid probate court and keep your affairs private
Nominate child and/or pet guardians
Decide who will handle your affairs
Leave specific gifts (money, possessions, property, etc.)
Determine how your assets will be distributed
Exclude individuals from receiving your property

Specify your final arrangements
Note any special requests
Decide what should happen in a medical emergency
Designate health care agents
Grant trusted individuals access to your medical records
Add conditions to asset distributions

How it works

The process is easy!

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.

Instantly download or ship your documents

Instantly download your documents or request a complimentary shipment of your trust—included with your initial purchase.

Sign and notarize at your convenience.

Finalize your documents and make them legally binding with your signature and a notary.

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.

Avoid probate court

seamlessly pass down assets to your loved ones.

One key benefit of creating a trust is that your loved ones will avoid the long and complicated process of probate court. When you transfer assets to your trust, you own everything in your trust while you’re still alive. After you pass, your assets will go directly to who you’ve chosen.

Always be ready with your wishes in one place—plus you’ll ease the burden for the people you love.

Create a complete inventory of your information and your assets—for every day and emergencies.

Share your end-of-life plan (and anything else) with family, friends, and trusted advisors.

$ 2,495

Revocable Living Trust
Financial Power of Attorney
Advance Directives
Healthcare Power of Attorney

Popular

You ask, we answer

What is the difference between a Trust and a Will?

A Trust goes into effect immediately after it is funded, while you are still alive. Trusts offer great control over when and how your assets are distributed and allow you to avoid probate.

Wills go into effect after your death and allow you to name guardians for your children and pets, designate where your assets will go, and specify your final arrangements.

How long will it take to complete my Trust?

It takes most people about 20 minutes to complete their Trust with Braihyra Medellin

Does my Trust have to be notarized?

Notarization is required for most Living Trusts. It may be possible to create a Trust without notarization, but most states require that the Trust be notarized in order to hold real property. Additionally, many banks and financial institutions will require your Trust to be notarized.

A Trust, unlike a Will, does not need to be signed in front of any witnesses unless you live in Florida.

How do I fund my Trust?

How to fund a Trust varies depending on the nature of the property that is being transferred into the Trust. We break down all of the necessary steps it takes to properly fund your Trust so that you reap its benefits in our Trust Funding Guide.

Your Local Estate Plan Coordinator:

Braihyra Medellin

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