Complete Estate Planning Package

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.

Flat, predictable pricingGuided trust funding includedMost families finish in 7 to 20 daysNationwide service by phone and video

Everything included

One comprehensive package, no hidden add-ons. Every document your family needs to stay out of probate and in control.

Funded Revocable Living Trust

The core document that keeps your assets out of probate.

Powers of Attorney

Name someone you trust to handle financial and legal matters if you can't.

Healthcare Directives

Make your medical wishes clear and legally known.

Nomination of Guardian

Tell the court who should care for your minor children.

Guardianship Papers for Minor Children

Formal guardianship documentation to protect your children's care and custody.

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

Formal statement establishing the trust and its terms.

Marital Property Agreement

Clarify ownership and distribution between spouses when needed.

Assignment & Distribution of Personal Property

Document who receives specific heirlooms and belongings.

Assignment of Business Interests

Transfer LLC, partnership, or corporate interests into your trust.

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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Ready to protect your family's future?

Join families across the country who chose a higher level of estate planning — clear, structured, and built to hold up in the real world.

Schedule a free consultation