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Living Trust Plan

Protection for life in as little as 20 minutes
BLACK FRIDAY SPECIAL! Get 25% off your estate plan using code THANKSMA at checkout. Valid through 11/28/22
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Living Trust Plan

Revocable Living Trust with Pour-Over Will documents legally valid in all 50 states to make your wishes known, simplify estate settlement and protect your loved ones and assets. Valid for life and can be completed in as little as 20 minutes.

Revocable Living Trust

Complete trust agreement enabling titling of assets into the trust and detail estate distribution and management details.

Pour Over Last Will & Testament

Name a list of beneficiaries who will inherit your belongings and define when and how they can receive those assets. Automatically transfer any remaining assets to your Living Trust on your passing.

General Durable Power of Attorney

Document who you want to handle your money and property when you become incapable

Health Care Power of Attorney/Living Will/HIPAA

Make it easy for those you select to make medical decisions on your behalf when you are unable. Make your wishes known so that loved ones do not have to make end-of-life decisions on your behalf.

The finer details

When I can’t

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Estate Planning Program

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Estate Services

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Plan Highlights

Avoid Probate Expense

Avoid the need for a probate attorney and probate court costs

Protect Your Privacy

Create a legal Trust you control to own your assets and avoid your  information from being public record

Faster Estate Settlement

Your executors/trustees can  manage and distribute your assets on their own vs waiting many months for probate court

Benefits

Clear instructions for specific assets

Avoid the "all at once" inheritance

Divorce-proof your children’s inheritance

Notify & educate your Advocates

View Our Other plans

Check out our pricing page to get a side-by-side view of plan options and benefits.

View Plans

Review our other plans

Custom Will

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Living Trust

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From Our Customers

FAQ

Is it legal to do an estate plan online?

Yes, it's completely legal to create an estate plan online. MyAdvocate provides step-by-step instructions to help you "make it official" without the help of an attorney.

What is an Estate Plan and why do I need one?

An estate plan is a set of legal documents that protect you, your loved ones, and your belongings in the event of an emergency or when you pass away.

The government has a rigid set of rules that apply when you neglect to create your own estate plan, leaving you without a voice. That’s why we believe all Americans should have an estate plan.

What's the difference between Last Will & Testament vs. Living Will?

Although the terms Will and Living Will sound alike, they are different parts of an overall estate plan. A Will, formally known as a Last Will and Testament, is a document where people leave their assets to their desired beneficiaries. A Living Will is a document in which you specify what treatment you would want or not want to be used to keep you alive.

Should I have an Estate Plan even if I'm not wealthy?

Yes. While estate planning is often associated with the wealthy, most people, and their loved ones, can benefit from putting legal affairs in order - even if they’re not wealthy. Without an estate plan, your state legislature decides who gets your assets and, if you have minor children, who will care for them. Typically, without estate planning, the state courts will pass on any assets you own at your death to your closest relatives, even if that would not have been your choice.

Estate planning gives your family a roadmap to follow when you pass away or become incapacitated, making sure your belongings are passed on to those you select, and designating who will have the authority to oversee that your wishes are honored. Failing to address your estate may result in wishes not being followed along with those closest to you having to deal with an administrative mess.

What is a Living Trust?

An arrangement where a person (the trustee) holds assets for the good of one or more beneficiaries.

One of the main benefits of setting up a Living Trust is to keep your estate out of probate. Probate publicizes your wishes and requires attorney involvement, which can not only get costly and take months to years to finalize, but also increases the likelihood of estate settlement conflict. 

Is it legal to do an estate plan online?

Yes, it's completely legal to create an estate plan online. MyAdvocate provides step-by-step instructions to help you "make it official" without the help of an attorney.

What is an Estate Plan and why do I need one?

An estate plan is a set of legal documents that protect you, your loved ones, and your belongings in the event of an emergency or when you pass away.

The government has a rigid set of rules that apply when you neglect to create your own estate plan, leaving you without a voice. That’s why we believe all Americans should have an estate plan.

What's the difference between Last Will & Testament vs. Living Will?

Although the terms Will and Living Will sound alike, they are different parts of an overall estate plan. A Will, formally known as a Last Will and Testament, is a document where people leave their assets to their desired beneficiaries. A Living Will is a document in which you specify what treatment you would want or not want to be used to keep you alive.

Should I have an Estate Plan even if I'm not wealthy?

Yes. While estate planning is often associated with the wealthy, most people, and their loved ones, can benefit from putting legal affairs in order - even if they’re not wealthy. Without an estate plan, your state legislature decides who gets your assets and, if you have minor children, who will care for them. Typically, without estate planning, the state courts will pass on any assets you own at your death to your closest relatives, even if that would not have been your choice.

Estate planning gives your family a roadmap to follow when you pass away or become incapacitated, making sure your belongings are passed on to those you select, and designating who will have the authority to oversee that your wishes are honored. Failing to address your estate may result in wishes not being followed along with those closest to you having to deal with an administrative mess.

What is a Living Trust?

An arrangement where a person (the trustee) holds assets for the good of one or more beneficiaries.

One of the main benefits of setting up a Living Trust is to keep your estate out of probate. Probate publicizes your wishes and requires attorney involvement, which can not only get costly and take months to years to finalize, but also increases the likelihood of estate settlement conflict.