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Tailored to the requirements of your state.
Individual, Joint or Joint AB Trusts available.
Can hold and distribute one person's property or a couple's property. Includes tax savings provisions.
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.
Specific gifts and children's subtrusts.
Make gifts of specific property (such as jewelry or furniture) and create subtrusts for minor children.
"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.
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.
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.
FREE revisions - up to 30 days after purchase.
Includes review, reprinting and mailing.
Rush processing - 2 business days
Expedites review and printing-processing for the Basic package takes 4 business days.
Emailed to you as soon as it's complete.
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.