Protect what you've built and everyone in it.
A living trust puts you in control of what happens to your home, your savings, and your family — clearly, privately, on your terms. We make it simple and flat-fee.
The best time to plan is when life changes.
A new home, a marriage, a child, a growing nest egg — these are the moments a plan matters most. Without one, the state decides how everything passes on, through a slow, public, expensive court process. A trust puts you in control instead.
Skip probate
A funded living trust passes your assets to your family directly — no court, no months of delay, no public filing.
You decide
Name exactly who inherits, who manages things if you can't, and who cares for your children — in writing.
Keep it private
A trust stays out of the public record. Your family's affairs remain your family's business.
One complete plan. One flat fee.
Every plan is built around a revocable living trust and includes the documents that make it work together. No à la carte pricing, no billable hours.
The Family Plan
- Revocable living trust (joint or mirror trusts for couples)
- Pour-over wills
- Durable powers of attorney
- Healthcare directives & living wills
- Guardianship designations
- Transfer of your home & assets into the trust
One fee whether you're planning alone or as a couple. Fees are quoted and agreed in writing before any work begins.
Three simple steps.
No stacks of paperwork and no repeat trips downtown. We handle the drafting; you review and sign.
Tell us about you
Answer a few questions about your home, your family, and your wishes. Fifteen minutes, online or by phone.
We draft everything
We prepare your trust and the full document set, then walk you through it in plain language until it's right.
Sign & fund
You sign with a notary and we help move your assets into the trust, so the plan is active — not just paper in a drawer.
Tell us where to reach you.
Share a few details and we'll follow up to confirm your plan and next steps. No obligation, no pressure.
What happens next.
We review your note, confirm which plan fits, and send you a simple next step — usually within one business day.
- Response
- Within 1 business day
- Cost
- Flat fee, quoted up front
- Where
- Handled online & by phone
- Consult
- Free — no obligation