Set Up Your Trust Today

Name

First

Middle

Last

Please provide your feel legal name as the one requesting this trust setup.

Phone

Please provide a phone number where you can be reached for more details about your trust formation.

Email

Please provide an email where you can be reached for more details about your trust formation.

State

Basic Trust

Revocable living trust
Pour-over will
Healthcare directive
Financial power of attorney
HIPAA authorization
Certificate of trust
Schedule of assets
Bill of transfer
Trust funding guide
and 30 days of free revisions

Premium Trust

Revocable living trust
Pour-over will
Healthcare directive
Financial power of attorney
HIPAA authorization
Certificate of trust
Schedule of assets
Bill of transfer
Trust funding guide
and 2 years of free revisions

This these offerings are not for Medicaid planning, not for asset protection, not for irrevocable trusts, not for contested estates, not for special needs planning unless separately reviewed.

Name Your Trust

Enter the full legal name of your trust as you want it to appear on the documents.

Grantor

Provide the basic information for the person creating the trust, also known as the Grantor.

The Grantor is the person creating the trust and placing assets into it. This role matters because the trust begins with their decisions, their property, and their intent to create more clarity, continuity, and control for what happens next.

Grantor Name

First

Middle

Last

Please provide their full legal name.

Grantor Birthdate

Birthdate of the individual (or founding date of the entity).

Grantor Address

Address Line 1

Address Line 2

City

State

Zip Code

Enter the best known legal residence address. Please also keep in mind there’s a possibility mail will be sent to this address.

Is this Grantor a United States citizen or permanent resident?

Please check here if you are a U.S. citizen or permanent resident

Trustee

Identify the person who will manage the trust and carry out its terms as Trustee.

The Trustee is the person responsible for managing the trust according to its terms. This role helps keep assets organized, decisions accountable, and the Grantor’s wishes carried out with structure, continuity, and practical control.

Trustee Name

First

Middle

Last

Please provide their full legal name.

Trustee Birthdate

Birthdate of the individual (or founding date of the entity).

Trustee Address

Address Line 1

Address Line 2

City

State

Zip Code

Enter the best known legal residence address. Please also keep in mind there’s a possibility mail will be sent to this address.

Is the Trustee a United States citizen or permanent resident?

Please check here if you are a U.S. citizen or permanent resident

Will there be a co-trustee?

Check here is there any person will serve alongside the Trustee as Co-Trustee.

Enter the information for any person who will serve alongside the Trustee as Co-Trustee.

Will there be a Successor Trustee needed?

Yes, there will be a Successor Trustee needed

or Address person

Is the Successor Trustee a United States citizen or permanent resident?

Please check here if you are a U.S. citizen or permanent resident

Beneficiares

A Beneficiary is the person or party intended to receive value from the trust. Naming beneficiaries clearly helps reduce confusion, support smoother transitions, and make sure the Grantor’s wishes are carried forward with greater precision and purpose.

Name

First

Middle

Last

Please provide their full legal name.

Type:

Choose whether this person is meant to receive trust assets first as a primary beneficiary, or only if a primary beneficiary does not survive or cannot take their share as a contingent beneficiary.

Birthdate

Birthdate of the individual (or founding date of the entity).

Address

Address Line 1

Address Line 2

City

State

Zip Code

Enter the best known legal residence address. Please also keep in mind there’s a possibility mail will be sent to this address.

Is this person a United States citizen or permanent resident?

Please check here if you are a U.S. citizen or permanent resident

Distribution Type

Equal Share
Percentage Share
Specific Asset
Residual Share

Select how this beneficiary is intended to receive trust property. Choose whether their share is part of an equal distribution, a set percentage, a specific asset, or the remaining balance of the trust estate.

Schedule your Trust Planning Session

Date

Time

Here we’ll discuss the instructions for your living trust, pour-over will, healthcare directive, financial power of attorney, HIPAA authorization, Certificate of trust, Schedule of assets, Bill of transfer, trust funding guide and 30 days of free revisions, Printing & shipping of one set of documents

Basic Trust

Premium Trust

Grantor

Trustee

Successor Trustee

Beneficiares

Your Revocable Trust includes the following: