On the roadmap
Revocable Living Trust.
For estates that are larger, own property in multiple states, or prioritize privacy and probate avoidance — a living trust does what a will cannot.
A trust is not better than a will. It's different. Wills pass through probate — public court supervision that can take months. Trusts pass assets directly to beneficiaries without probate, stay private, and handle multi-state real estate cleanly. In exchange you accept more setup effort and the job of actually funding the trust.
What's in the plan
Five documents, one trust plan.
Revocable living trust
The primary document. Names you as grantor, trustee, and beneficiary; names successor trustees; holds assets you transfer into it.
Pour-over will
A will whose only beneficiary is the trust — catches anything that didn't get retitled and routes it in.
Schedule of assets
An inventory of what the trust owns, kept current as you add or remove property.
Certification of trust
The short form you hand to banks and title companies — proves the trust exists without exposing its private terms.
Trust funding guide
Step-by-step instructions for retitling real estate, brokerage accounts, and business interests into the trust. Most failures are funding failures, so we treat it as a first-class deliverable.
Healthcare directive + POA
Bundled with the trust plan because the trust alone doesn't handle incapacity — you still need a POA for accounts held outside it.
When a trust makes sense
Do you need one?
- You own real estate in more than one state
- Your total estate is north of ~$500k
- You want assets to pass privately (no public probate)
- You have minor beneficiaries and want staged distributions
- You own a small business with succession plans
- You have blended-family complexity
If none of those apply, a will is probably enough — and we'd rather tell you that than sell you a product you don't need. See will vs trust.
Trust is on the roadmap — not shipping yet.
Wills, healthcare directives, and POAs ship first. Trust follows. Tell us you want it and we'll tell you when it's live.
Start with the will today.
You can upgrade into the trust plan later when it ships.