Estate Planning · Living Trust
Keep your family out of probate court.
A revocable living trust holds your home and savings while you're alive. You stay in charge. When you pass, the person you picked hands things out, privately and without a judge.
What a living trust does
Think of a trust as a container. You move your home, bank accounts, and other assets into it. You're the trustee, so you still buy, sell, and spend like always.
When you pass, a successor trustee you named takes over. They follow your written instructions. No court, no public record, and no year-long wait.
"Revocable" means you can change it or cancel it any time while you're alive.
Will or trust?
A will alone
Goes through probate court
Becomes public record
Often takes a year or more
Does nothing if you're alive but can't decide
A living trust
Skips probate
Stays private
Assets can pass in weeks
Your successor steps in if you can't manage things
Most trust plans still include a short backup will. It catches anything left outside the trust.
Who should think about a trust
Homeowners
Your house is usually your biggest asset. It's also the thing most likely to end up in probate.
Parents of young kids
A trust can hand money out over time, not all at once at 18.
Blended families
Spell out exactly who gets what, so no one is left guessing.
Property in two states
Without a trust, your family may face probate in each state.
The step most people miss: funding it
A trust only protects what's inside it. That means retitling your home with a new deed and updating accounts to the trust's name. We walk you through each one so nothing is left out.
Types of trusts, explainedCommon questions
Do I lose control of my assets with a living trust?+
No. You're the trustee while you're alive. You can sell, spend, move money, or change the trust any time.
Does a living trust avoid taxes?+
A revocable trust avoids probate, not taxes. For taxes, it's treated like you own everything directly. Most families won't owe federal estate tax anyway.
Do I still need a will if I have a trust?+
Yes, a short backup will. It moves anything you forgot to put in the trust into it, and it's where you name guardians for minor kids.
How long does it take to set up?+
You fill out a guided online form at your own pace. Your documents are then prepared, reviewed, and shipped to you, ready to sign.
Keep learning
See if a trust fits your family.
One free call. We'll look at your home, your accounts, and your family, and tell you if a trust makes sense.
Educational content only. Not financial, legal, or tax advice. All services are provided by licensed professionals. Coverage decisions depend on individual circumstances.