Will
Tonight · $79
- Last will and guardians
- Personal property memo
A living trust is how a house, a shop, and a savings account move to your children without a probate file. Where the tax code allows more, we show you the next structure.
Most families need title, beneficiaries, and a living trust that matches their state. That is the work this site does first.
01 — Name
Who receives the house, the accounts, the business. Guardians if there are minors.
02 — Title
A trust that is not funded is a folder. Retitle the house. Payable-on-death on the accounts.
03 — Lift
State estate tax, a large policy, or a business that will jump: ILIT, gifts, or a GRAT conversation.
Tonight · $79
This week · $349
Larger estates · $790
Your plan
Answer the fields. We name the document set and the one tax door that might apply in your state.