Protect what you've built — all in one plan
A fully funded revocable living trust, powers of attorney, healthcare directives, guardian nominations, and more — delivered with guided funding and secure vault storage.
Everything included
One comprehensive package with listed documents, guided preparation, and no hidden package add-ons.
Revocable Living Trust with Funding Checklist
A trust document plus administrative steps for connecting appropriate assets to it.
Powers of Attorney
Documents for naming someone to act under the authority stated in the form.
Healthcare Directives
Record your medical wishes and treatment preferences in writing.
Nomination of Guardian
Tell the court who should care for your minor children.
Guardianship Papers for Minor Children
Documents for recording guardian nominations and related family information.
Pour-over Will
Catches any assets not yet in your trust and directs them into it.
Certification of Trust
A summary document for banks and institutions — without exposing the full trust.
Declaration of Trust
A document stating the trust's existence and listed terms.
Marital Property Agreement
A document-preparation option for recording agreed property information between spouses.
Assignment & Distribution of Personal Property
Document who receives specific heirlooms and belongings.
Assignment of Business Interests
Documents for coordinating eligible business interests with a trust, subject to governing agreements and professional review.
Final Instructions
Clear guidance for your successor trustee and loved ones.
Funding Instructions
Step-by-step directions to retitle assets into your trust.
Trust Funding Process & Checklist
A guided workflow so nothing falls through the cracks.
Online Signing and Notarization
Complete documents from home — no courthouse visit required.
Documents Delivered Hard Copy + Electronic
Keep originals and share secure digital copies with your family.
Document Vault — 1st Year Included
Secure storage for your plan. Just $25/year after the first year.
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Join families across the country using a clear, structured process to prepare and organize important estate documents.
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