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Each LegalZoom Living Trust package is backed by our 100% satisfaction guarantee and comes with lifetime customer support. |
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| The living trust packages include: |  |
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| State-specific provisions Tailored to the requirements of your state |
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| Individual, Joint or Joint AB Trusts Available Can hold and distribute one person's property or a couple's property. Includes tax savings provisions. |
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| Personalized Questions for 9 Different Types of Assets Your trust can hold a variety of real and personal property, including your home, bank and brokerage accounts, business interests, etc. |
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| Specific gifts and children's subtrusts Make gifts of specific property (such as jewelry or furniture) and create subtrusts for minor children. |
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| "Pour-Over" Last Will Ensures that property not held in your trust is given to your trust beneficiaries. Can name the guardians of your minor children. |
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| Successor & Alternate Successor Trustees Select people in a specific order to manage your assets for you and your beneficiaries when you are unable to do so |
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| Real Estate Deed Transfers title to your home and other real property into your trust |
Additional fees apply | Additional fees apply | |
| Documents for Managing Your Trust Includes Certificate / Abstract of Trust, bill of transfer and transfer notices as well as instructional guides for funding and managing your trust. |
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| Deluxe Living Trust Organizer & Archival Quality Paper Trust and other documents protected and organized in a secure binder. Easy for you and your representatives to locate and use the documents when needed |
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| Peace of Mind Review™ | |
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| FREE revisions – up to 30 days after purchase Includes review, reprinting and mailing |
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| $50,000 Peace of Mind Guarantee | |
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| Rush processing – 2 business days Expedites review and printing—processing for the Basic package takes 4 business days |
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| Email delivery Emailed to you as soon as it's complete |
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| Legal Advantage Plus – 30-day trial*After the 30-day trial period, benefits will continue automatically for just $14.99 per month. Cancel any time with no further obligation by calling (877) 818-8787. We'll send you periodic emails about your benefits, which continue until canceled. Program includes: | |
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Optional Services |
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| Same-Day Processing | $95.00 | Please call (800)-773-0888 for details |
| Prepare and file Real Estate Deed |
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| Living Will | $39.00 | |
| Prepare Power Of Attorney | $35.00 | |
*Available in most states. After the 30-day trial period, benefits to the Personal Legal Plan (also Legal Advantage Plus) continue automatically for $14.99 per month. For states where Legal Advantage Plus is not available, benefits to Continuing Coverage Plan continue automatically for $4.99. You can cancel by calling (877) 818-8787. For full details, see the Legal Plan Contract and Advantage Terms of Service.
+ In Alabama, a Deed Transfer Tax at the rate of $0.50 per $500 of value based on the County Assessor's valuation of the property must be paid at the time of transfer. This tax is not included in the price.
++ For a small percentage of properties in Florida, a Documentary Stamp Tax will be applied at the time of transfer. The rate is $0.70 per $100 owed on any existing mortgage.
+++ For properties located in the city of New Orleans, if you would like to prepare a Warranty Deed, please add $325 for the transfer tax.
++++ For non-residential properties located in New York, an additional $125 recording fee applies. This fee is not included in the price.
+++++ For properties located in Washington County, Oregon, please add a transfer tax of $1.00 per $1,000 of assessed value. This tax is not included in the price.
++++++ For properties located in Philadelphia, an additional county recording fee of $187 applies. This fee is not included in the price.
+++++++ LegalZoom does not offer Quitclaim deeds for properties located in Texas and Virginia. Instead, LegalZoom will prepare a Warranty Deed.
