Our Estate Plans

What’s Included

All of our estate plans are revocable living trust-based which means you’re getting much more than a basic will.

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  • Revocable Living Trust

  • Pour-over Will

  • Certificate of Trust

  • Durable Power of Attorney

  • Advanced Medical Directives

  • Quitclaim Deed Templates

  • Implementation Guide

  • Settlement Guide

  • Custom Funding Guide

  • Letter of Wishes

  • Free Basic Amendments (e.g. addition of a child)

  • One-hour call with an Estate Planning Attorney

Document Descriptions

Green cover page of an estate planning guide titled 'Legado Implementation Guide: Finalizing Your Estate Plan.', featuring illustrations of a birdhouse, a dog collar, dollar bills, a coin, and colorful birds.

Implementation Guide

Easy step-by-step plan on how to finalize your estate planning documents and make sure your trust is funded.

A revocable living trust, also known as a living trust, is a legal arrangement in which the creator of the trust transfers ownership of their assets to a trust during their lifetime, and retains the right to modify or revoke the trust at any time.

A document titled 'MY TRUST' with lines of text and a black clip at the top, representing a trust document.

Revocable Living Trust

A pour-over will is a type of will that is often used in conjunction with a revocable living trust. The purpose of a pour-over will is to ensure that any assets that were not properly transferred into the trust during the person's lifetime are transferred into the trust after their death. Additionally a provision in your Will nominates your guardianship appointments for your children and dependents in case of your untimely death.

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Pour-over Will

A certificate of trust is a document that summarizes the key provisions of a trust without revealing sensitive information about the trust or its beneficiaries. The certificate of trust is often used as a substitute for the full trust agreement when dealing with third parties, such as banks, financial institutions, or real estate agents.

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Certificate of Trust

A durable power of attorney is a legal document that allows an individual, known as the "principal," to designate someone else, known as the "agent" or "attorney-in-fact," to make financial or legal decisions on their behalf if they become unable to do so themselves due to incapacity or disability.

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Durable Power of Attorney

Advanced Medical Directives are legal documents that allow individuals to plan their healthcare preferences and designate someone to make medical decisions on their behalf if they become unable to do so.

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Advanced Medical Directives

A quit claim deed is a document used to transfer ownership of a property from one person to another. It is often used when transferring property between family members to a trust.

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Quitclaim Deed Templates

A complete guide for your trustee to settle your estate quickly and efficiently and honor your legacy.

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Settlement Directions

Total Cost: $2,500

Start Planning
Start Planning

Also Included

Basic Amendments

We offer free basic amendments for things like adding another child, changing the ages of distribution, or allocating an amount to someone or a charity.

Trust Company

If you would like to name a Trust Company as one of the successor trustees we have one lined up and ready to be named.

Restating a Trust

Already have a trust with assets in it but want to freshen it up? There is a question in the Legacy Planner that will allow you to indicate that it’s a restatement.