Avoid probate court with a living trust
Avoid probate court with a living trust
Have questions? Call (866) 679-1568 for a free discovery call.
Living trusts at an affordable price
Basic Trust
$399
Includes:
Living trust
Pour-over will
Healthcare directive
Financial power of attorney
HIPAA authorization
Certificate of trust
Schedule of assets
Bill of transfer
30 days of free revisions
Printing & shipping of one set of documents
Premium Trust
$549
Everything in a Basic Trust, plus:
Attorney review of your documents
Unlimited 30 min calls with an attorney for 1 year*
Attorney advice for your family
1 year of free revisions
Basic Trust
$499
Includes:
Living trust
2 pour-over wills
2 healthcare directives
2 financial powers of attorney
2 HIPAA authorizations
Certificate of trust
Schedule of assets
Bill of transfer
30 days of free revisions
Printing & shipping of one set of documents
Premium Trust
$649
Everything in a Basic Trust, plus:
Attorney review of your documents
Unlimited 30 min calls with an attorney for 1 year*
Attorney advice for your family
1 year of free revisions
Have questions? Call (866) 679-1568 for a free discovery call.
If an attorney from our network advises you to set up a last will instead of a living trust or vice versa, please call us to change your order. See LZ Guarantee for exact terms.
Answer a series of questions
Choose someone to settle your affairs, decide what you want to leave to loved ones or charities, and name a guardian for your minor children. We'll use your answers to create your living trust.
Review with an attorney or on your own
Your living trust will be viewable in your account. Simply print and complete using our instructions or do a final review with an attorney over the phone.
Fund your living trust
Use our funding guide to start transferring the ownership of your assets from yourself to your trust. Once it's signed, you'll transfer ownership of your assets into the trust but still remain in complete control of your property.
What’s the difference between a last will & testament and living trust?
A last will is quicker and easier to set up, but it needs to go through the court probate process after your death. Probate court can be time consuming and expensive, depending on your state.
A living trust allows your loved ones to avoid the potential hassle of probate court. But trusts require you to change the title to most of your assets, which means more paperwork and ongoing maintenance.
What is probate?
Probate is the legal process through which the court oversees how an estate and assets will be distributed. While there are many benefits to having oversight of the process by the probate court, it can be time consuming and expensive depending on your state.
If you create a last will, your assets will be distributed to your named beneficiaries as part of the probate process. If you create a trust, your assets will be distributed to your beneficiaries without going through the probate process.
In many states, probate may not be required if the estate is of minimal value.
Can I transfer property into and out of the trust while I'm alive?
Yes. If you have an individual living trust, you can transfer assets and property, including real estate, whenever you like. Likely, you’ll be your own trustee while you’re still alive. After your death, it will transfer to your successor trustee, appointed by you. Joint trusts require your co-trustor's consent for co-owned property.
What is a revocable trust?
A revocable living trust can be changed by the person(s) that created the trust. You can change a revocable living trust by amending it or revoking it. An irrevocable living trust, on the other hand, cannot be amended or revoked.
Do I still need a will if I have a living trust?
Yes, you should have a last will for property that may not have been transferred to your trust. Our living trust includes a pour-over will to help ensure that all of your assets are distributed to your beneficiaries. The will lets you name guardians for your minor children.
Will a living trust remain legal if I move to another state?
Yes, a living trust is valid in all 50 states, no matter where it's created and signed. You should consider talking to a living trust attorney licensed in the new state to make sure it’s up to date. If you buy real estate or acquire assets in your new state, be sure to transfer it into your living trust.One way to make changes to a last will, without revoking it entirely, is to make a codicil, which is an amendment to a last will. A codicil to a last will must be signed and witnessed in the same way as the original last will. If you ever want to amend your last will, you need to follow the same signing requirements each time or else your last will may not reflect your current wishes and could be more subject to dispute.
Do I need a lawyer to prepare my living trust?
No, it’s not legally required for a living trust attorney to prepare your trust. That said, every person has different needs and you may want to ask an attorney for help, especially if your estate is large or complicated or you have a child with special needs. Some of our living trust packages include attorney advice—unlimited 30-minute calls on new legal matters.
The explanation about the [pros and cons] of having a living trust instead of a will was great and made the process simple.
— Ryan S., living trust customer
I'm stunned at the precision and ... quality of the end product ... There's a reason why they're No. 1...
— Teddy F., living trust customer
The process was fast, easy, and met my needs. The final product I received in the mail was spectacular! It exceeded my expectations!
— Barbara F., living trust customer
Get the right guidance
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Call an agent at
(877) 818-8787
Sat.–Sun. 7 a.m.–4 p.m. PT