Estate planning packages
Protect your legacy, avoid unnecessary probate, and make transferring your assets easier for the people you love, for a clear, affordable price. A revocable living trust with the supporting documents around it: pour-over will, powers of attorney and healthcare direction, for probate avoidance, privacy, and control over how and when beneficiaries receive what you leave them.
Remote notarization and witnessing included, so your estate stays out of probate as much as possible, and out of the public eye.
Married pricing covers both spouses: two full sets of documents, for less than two single plans.
You'll continue on our secure document system to build your plan.
Not sure this is the one? Find my plan: a few questions, about a minute.
Three things a will cannot do on its own. Assets held in the trust pass without probate, so your family is not waiting on a court calendar. A trust is not filed as a public record the way a probated will is. And a trust can hold property for a beneficiary rather than handing it over in one lump sum on their eighteenth birthday.
It also covers incapacity: your successor trustee can manage trust assets if you cannot, without a guardianship petition.
A trust that owns nothing accomplishes nothing. The assets have to be retitled into it. That is called funding, and it is the step most cheap online trusts leave entirely to you. Deeds transferring real property are priced separately and can be handled alongside the trust.
You decide the shape: outright at a set age, in stages, held for education, or kept in trust for a beneficiary who should not receive a lump sum. That instruction lives in the trust document, not in a conversation someone hopes to remember.
You answer plain-English questions online, at whatever hour suits you. Your documents are assembled from templates a Florida estate planning attorney wrote and keeps current. Then you sign, with witnessing and notarization handled online where Florida law allows it, and your documents are stored where your family can find them. If you want an attorney to look at your plan or handle it for you, that is available separately.
If none of these quite fit, that is worth a conversation rather than a guess.
More general questions live on the questions page.
$1,450 covers both spouses: a joint or mirrored trust plan with each spouse's supporting documents, rather than two separate purchases.
Yes, and the package includes one. A pour-over will catches anything you never moved into the trust and directs it there.
Retitling assets into the trust's name: real property by deed, accounts through your bank or brokerage. We tell you exactly what to move and can prepare the deeds as a separate service.
A revocable living trust is a probate and privacy tool, not a tax shelter. If tax planning is your concern, book an estate planning consultation first.
Start now if you know what you need, or answer a few questions and we'll point you at the right plan. Nothing here locks you into anything.
You'll continue on our secure document system to build your plan.
Still deciding? Ask our AI assistant at any hour, no charge, no form.
