(201) 862-7040
Limited Time: 10% off estate plans for Make-A-Will Month until Aug. 23
Avoid probate court with a living trust
Keep your assets with your family and out of the courts. Create your estate plan with a living trust affordably and easily. Get started online in minutes. Access step-by-step support from experienced attorneys.
Have questions? Call (201) 862-7040 for a free discovery call.
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Learn more
Limited Time: 10% off estate plans for Make-A-Will Month until Aug. 23
Avoid probate court with a living trust
Keep your assets with your family and out of the courts. Create your estate plan with a living trust affordably and easily. Get started online in minutes. Access step-by-step support from experienced attorneys.
Have questions? Call (201) 862-7040 for a free discovery call.
Learn more
Why create a living trust?
Living trusts are a way to distribute your assets and provide for your beneficiaries while keeping loved ones out of probate court. Since trusts don’t need to be filed in probate court, they offer more privacy. Revocable living trusts allow you to change your terms if you change your mind.
Keep family out of probate court
Spare your loved ones from the expenses and delays that may result from the probate process. Avoid multistate probate if you own real estate in another state.
Protect your privacy
Keep your personal matters—and assets—private with a trust. Probate court records are public records, which means that anyone can access your will.
Avoid bank delays
Help ensure your assets are accessible to your loved ones with less interruption after your death. With a living trust, a trustee can typically access assets and handle affairs more quickly than with a will.
Why create a living trust?
Living trusts are a way to distribute your assets and provide for your beneficiaries while keeping loved ones out of probate court. Since trusts don’t need to be filed in probate court, they offer more privacy. Revocable living trusts allow you to change your terms if you change your mind.
Keep family out of probate court
Spare your loved ones from the expenses and delays that may result from the probate process. Avoid multistate probate if you own real estate in another state.
Protect your privacy
Keep your personal matters—and assets—private with a trust. Probate court records are public records, which means that anyone can access your will.
Avoid bank delays
Help ensure your assets are accessible to your loved ones with less interruption after your death. With a living trust, a trustee can typically access assets and handle affairs more quickly than with a will.
Why create a living trust?
Why create a living trust?
How to set up a living trust
1. Answer a series of questions
Choose someone to settle your affairs, decide what you want to leave to loved ones or charities, and name a guardian for your minor children. We'll use your answers to create your living trust.
2. Review with an attorney
Your living trust will be viewable in your account. Simply print and complete using our instructions or do a final review with an attorney over the phone.
3. Fund your living trust
Use our funding guide to start transferring the ownership of your assets from yourself to your trust. Once it's signed, you'll transfer ownership of your assets into the trust but still remain in complete control of your property.
See examples of living trusts..
Why use The Legacy Link to set up your living trust?
Easy & convenient
Create your living trust estate plan simply by answering some questions from the comfort of home. No trips to lawyers' offices needed.
Attorney-supported
Access guidance from highly rated, vetted attorneys from our network, who can help you create the trust you want.
Accepted in all 50 states
Enjoy peace of mind knowing our living trusts were created by experienced attorneys, and have been accepted in all 50 states.
Why use The Legacy Link to set up your living trust?
Easy & convenient
Create your living trust estate plan simply by answering some questions from the comfort of home. No trips to lawyers' offices needed.
Attorney-supported
Access guidance from highly rated, vetted attorneys from our network, who can help you create the trust you want.
Accepted in all 50 states
Enjoy peace of mind knowing our living trusts were created by experienced attorneys, and have been accepted in all 50 states.
Living trusts at an affordable price
Limited Time: 10% off estate plans for Make-A-Will Month until Aug. 23
Basic Trust Package
$3000
Includes:
Living Trust: Secure your primary residence and life insurance policy within a trust to avoid probate.
Pour-over Will: Ensures any assets not placed in the trust during your lifetime are transferred to the trust after death.
Healthcare Directive: Specifies your healthcare preferences in case you become unable to make decisions.
Financial Power of Attorney: Designates someone to manage your financial affairs if you are incapacitated.
HIPAA Authorization: Allows designated individuals to access your medical records.
Certificate of Trust: A summary of the trust agreement that can be used instead of the full trust document.
Schedule of Assets: Lists all assets included in the trust.
Bill of Transfer: Transfers ownership of assets to the trust.
30 Days of Free Revisions: Make changes to your documents within 30 days of signing.
Printing & Shipping: Receive one printed and bound set of your documents.
Enhanced Trust Package
$5,000
Everything in the Basic Trust Package, plus:
Additional Property: Includes an investment property within the trust.
Multiple Life Insurance Policies: Designate different policies for various beneficiaries.
Financial Accounts: Secure your savings, checking, and non-retirement investment accounts within the trust.
Custom Instructions: Provide detailed instructions for property management and investment growth for future generations.
Legacy Trust Package
$10,000
Everything in the Enhanced Trust Package, plus:
Multiple Properties and Investments: Include multiple properties and diversified investment accounts within the trust.
Legacy Building Instructions:
Life Insurance Distribution: 50% of the life insurance payout goes into a brokerage account for long-term growth, with the remaining 50% distributed to beneficiaries after completing a financial literacy course.
Staggered Distribution: Beneficiaries receive 10% of the remaining amount annually after fulfilling specific criteria, such as education or financial goals.
Generational Wealth Strategy: Creating Multiple Life Insurance Policies: Establish life insurance policies on family members with the trust as the owner, ensuring an endless generational cycle of wealth.
Family Bank Strategy: Establish a family bank within the trust, where life insurance policies and other financial instruments are used to create a pool of capital. This fund can be used to finance family ventures, education, or even other family members’ life insurance policies. The goal is to keep wealth within the family and grow it through strategic loans and investments.
Benefit: Keeps capital circulating within the family, reducing the need for external financing and building generational wealth.
Perpetual Dynasty Trust:
Description: Set up a dynasty trust that can last for multiple generations, with provisions that prevent it from being dissolved. This trust will include detailed rules for distributions, reinvestment of assets, and maintaining control within the family.
Benefit: Ensures that wealth is preserved and grown across generations, preventing future beneficiaries from mismanaging or depleting the estate.
Asset Protection Strategies:
Description: Implement asset protection strategies, such as creating separate LLCs for each property or high-value asset. These LLCs can be owned by the trust, providing legal protection against lawsuits, creditors, or other financial threats.
Benefit: Protects family wealth from external risks and liabilities, ensuring assets are shielded and preserved.
Ongoing Professional Management:
Description: Partner with professional trustees, wealth managers, and estate planners who will actively manage the trust and its assets, ensuring adherence to the trust’s purpose and maximizing its growth.
Benefit: Provides expert management and strategic growth of assets, ensuring the trust’s objectives are met and wealth is preserved.
1 Year of Free Revisions: Make changes to your documents within one year of signing.
These packages provide a tiered approach to estate planning, from basic asset protection to advanced legacy-building strategies designed to secure and grow wealth across generations. The Legacy Trust Package is particularly focused on creating an enduring family legacy through sophisticated financial strategies and professional management.
Living trusts at an affordable price
Limited Time: 10% off estate plans for Make-A-Will Month until Aug. 24
Basic Trust Package
$3000
Includes:
Living Trust: Secure your primary residence and life insurance policy within a trust to avoid probate.
Pour-over Will: Ensures any assets not placed in the trust during your lifetime are transferred to the trust after death.
Healthcare Directive: Specifies your healthcare preferences in case you become unable to make decisions.
Financial Power of Attorney: Designates someone to manage your financial affairs if you are incapacitated.
HIPAA Authorization: Allows designated individuals to access your medical records.
Certificate of Trust: A summary of the trust agreement that can be used instead of the full trust document.
Schedule of Assets: Lists all assets included in the trust.
Bill of Transfer: Transfers ownership of assets to the trust.
30 Days of Free Revisions: Make changes to your documents within 30 days of signing.
Printing & Shipping: Receive one printed and bound set of your documents.
Enhanced Trust Package
$5,000
Everything in the Basic Trust Package, plus:
Additional Property: Includes an investment property within the trust.
Multiple Life Insurance Policies: Designate different policies for various beneficiaries.
Financial Accounts: Secure your savings, checking, and non-retirement investment accounts within the trust.
Custom Instructions: Provide detailed instructions for property management and investment growth for future generations.
Legacy Trust Package
$10,000
Everything in the Enhanced Trust Package, plus:
Multiple Properties and Investments: Include multiple properties and diversified investment accounts within the trust.
Legacy Building Instructions:
Life Insurance Distribution: 50% of the life insurance payout goes into a brokerage account for long-term growth, with the remaining 50% distributed to beneficiaries after completing a financial literacy course.
Staggered Distribution: Beneficiaries receive 10% of the remaining amount annually after fulfilling specific criteria, such as education or financial goals.
Generational Wealth Strategy: Creating Multiple Life Insurance Policies: Establish life insurance policies on family members with the trust as the owner, ensuring an endless generational cycle of wealth.
Family Bank Strategy: Establish a family bank within the trust, where life insurance policies and other financial instruments are used to create a pool of capital. This fund can be used to finance family ventures, education, or even other family members’ life insurance policies. The goal is to keep wealth within the family and grow it through strategic loans and investments.
Benefit: Keeps capital circulating within the family, reducing the need for external financing and building generational wealth.
Perpetual Dynasty Trust:
Description: Set up a dynasty trust that can last for multiple generations, with provisions that prevent it from being dissolved. This trust will include detailed rules for distributions, reinvestment of assets, and maintaining control within the family.
Benefit: Ensures that wealth is preserved and grown across generations, preventing future beneficiaries from mismanaging or depleting the estate.
Asset Protection Strategies:
Description: Implement asset protection strategies, such as creating separate LLCs for each property or high-value asset. These LLCs can be owned by the trust, providing legal protection against lawsuits, creditors, or other financial threats.
Benefit: Protects family wealth from external risks and liabilities, ensuring assets are shielded and preserved.
Ongoing Professional Management:
Description: Partner with professional trustees, wealth managers, and estate planners who will actively manage the trust and its assets, ensuring adherence to the trust’s purpose and maximizing its growth.
Benefit: Provides expert management and strategic growth of assets, ensuring the trust’s objectives are met and wealth is preserved.
1 Year of Free Revisions: Make changes to your documents within one year of signing.
These packages provide a tiered approach to estate planning, from basic asset protection to advanced legacy-building strategies designed to secure and grow wealth across generations. The Legacy Trust Package is particularly focused on creating an enduring family legacy through sophisticated financial strategies and professional management.
Frequently asked questions
What’s the difference between a last will & testament and living trust?
A last will is quicker and easier to set up, but it needs to go through the court probate process after your death. Probate court can be time consuming and expensive, depending on your state.
A living trust allows your loved ones to avoid the potential hassle of probate court. But trusts require you to change the title to most of your assets, which means more paperwork and ongoing maintenance.
What is probate?
Probate is the legal process through which the court oversees how an estate and assets will be distributed. While there are many benefits to having oversight of the process by the probate court, it can be time consuming and expensive depending on your state.
If you create a last will, your assets will be distributed to your named beneficiaries as part of the probate process. If you create a trust, your assets will be distributed to your beneficiaries without going through the probate process.
In many states, probate may not be required if the estate is of minimal value.
Can I transfer property into and out of the trust while I'm alive?
Yes. If you have an individual living trust, you can transfer assets and property, including real estate, whenever you like. Likely, you’ll be your own trustee while you’re still alive. After your death, it will transfer to your successor trustee, appointed by you. Joint trusts require your co-trustor's consent for co-owned property.
What is a revocable trust?
A revocable living trust can be changed by the person(s) that created the trust. You can change a revocable living trust by amending it or revoking it. An irrevocable living trust, on the other hand, cannot be amended or revoked.
Do I still need a will if I have a living trust?
Yes, you should have a last will for property that may not have been transferred to your trust. Our living trust includes a pour-over will to help ensure that all of your assets are distributed to your beneficiaries. The will lets you name guardians for your minor children.
Will a living trust remain legal if I move to another state?
Yes, a living trust is valid in all 50 states, no matter where it's created and signed. You should consider talking to a living trust attorney licensed in the new state to make sure it’s up to date. If you buy real estate or acquire assets in your new state, be sure to transfer it into your living trust.One way to make changes to a last will, without revoking it entirely, is to make a codicil, which is an amendment to a last will. A codicil to a last will must be signed and witnessed in the same way as the original last will. If you ever want to amend your last will, you need to follow the same signing requirements each time or else your last will may not reflect your current wishes and could be more subject to dispute.
Do I need a lawyer to prepare my living trust?
No, it’s not legally required for a living trust attorney to prepare your trust. That said, every person has different needs and you may want to ask an attorney for help, especially if your estate is large or complicated or you have a child with special needs. Some of our living trust packages include attorney advice.
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What our customers are saying
The guidance on how a living trust can protect my assets and avoid probate was invaluable. The process was straightforward, and I feel much more secure
about my family’s future.
— Jessica M., living trust customer
I never realized how much more control a living trust offers compared to a will. The team made everything clear and easy to understand, and I’m confident
my estate is in good hands.
— Michael T., living trust customer
The detailed explanation of how a living trust can simplify estate management convinced me to move forward. The experience was smooth, and I’m grateful for the
peace of mind it brings.
—Angela W., living trust customer
Questions?
Ask an attorney
Get the right guidance with an attorney by your side.
Call an agent at (201) 862-7040
Mon.–Fri. 5 a.m.–7 p.m. PT
Sat.–Sun. 7 a.m.–4 p.m. PT
Questions?
Ask an attorney
Get the right guidance with an attorney by your side.
Call an agent at (201) 862-7040
Mon.–Fri. 5 a.m.–7 p.m. PT
Sat.–Sun. 7 a.m.–4 p.m. PT