Do I Need a Living Trust?
A Simple Way to Know What’s Right for You
Many people aren’t sure whether they actually need a Living Trust. The truth is, a trust is often chosen by people who want clarity, privacy, and a smoother experience for the person handling their affairs. If any of the situations below sound familiar, a Living Trust may be a helpful option.
A Living Trust May Be Right for You If…
Check any of the situations below that apply to you
You Own a Home
Choose the Individual Plan or the Joint Plan based on your situation. Pricing is clear and upfront, with no hidden fees or subscriptions.
You Want to Make Things Easier for Loved Ones
Answer simple, fill-in-the-blank questions about your preferences, assets, and the people involved. No prior experience or technical knowledge is required.
You Prefer More Privacy
Your complete document set is created automatically from your answers and emailed to you within minutes. All documents are customized to your state’s laws and ready for download.
You Want Someone You Trust to Step In If Needed
Once you print, sign, and notarize your documents according to your state’s requirements, your estate plan is complete and ready to store securely. There are no additional online steps.
You Have Children
Once you print, sign, and notarize your documents according to your state’s requirements, your estate plan is complete and ready to store securely. There are no additional online steps.
You Want to Reduce Costs for Your Estate
Once you print, sign, and notarize your documents according to your state’s requirements, your estate plan is complete and ready to store securely. There are no additional online steps.
