How We Do It
Trust-Based Estate Plan
Benefits
A digital safe. For real life.
Store all your important documents. Organize your assets. See the big picture. And share what you want with the people you trust. 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.
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It’s the smart, modern way to create, manage, & update your trust.
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 your documents or request a complimentary shipment of your trust—included with your initial purchase.
Finalize your documents and make them legally binding with your signature and a notary.
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.
Your dedicated support team.
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Your documents will be shipped straight to your door, free.
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