Living Trust Preparation Support
Prepare a revocable living trust document and funding checklist from your instructions.
What's included
- Guided intake
- Trust document preparation
- Pour-over will template
- Trust funding checklist
Turnaround estimate
Typically 1–2 weeks
What we need from you
- Trustees and beneficiaries
- Asset overview
- State of residence
Related services
Will Preparation Support
Prepare a last will and testament from your instructions with state execution guidance.
Starting at $149
Financial Power of Attorney Assistance
Prepare a durable financial power of attorney from your instructions.
Starting at $99
Healthcare Directive Assistance
Prepare an advance healthcare directive reflecting your wishes.
Starting at $79
Reference price, subject to confirmation.
Ready to build on solid ground?
Start with a free consultation. We'll review your goals and recommend a clear path forward.