Living Trusts & Estate Planning

Welcome to Estate Planning in the 21st Century!

Estate planning is the process of arranging for the management and distribution of your assets after death or incapacity to ensure your wishes are carried out and your loved ones are protected. It is all about taking control of your future — ensuring your loved ones are cared for, making key healthcare and financial decisions, and determining how your assets are handled after you're gone. It’s your chance to safeguard your wishes, minimize taxes and expenses, and create a legacy that reflects your values. Traditional Living Trusts are paper form (or a book trust) that require additional legal resources to update it as your life evolves.

The traditional way of creating your trust and legal documents likely doesn't include these game-changing benefits!

  • A unique digital platform that puts YOU in control of your estate plan

  • Make changes to your trust and legal documents anytime, anywhere, 24/7/365

  • "Funding" the trust, which is CRITICAL. Our team usually completes it in about an hour as part of our service. Traditional trusts will either charge you (lots) extra or leave it to you to finish

  • Stay protected - your trust and legal documents are automatically updated when laws change

  • Digital and printed access to you documents whenever, wherever you need them

  • Healthcare card with your directives to use with your providers, hospitals or emergency medical staff

  • One-time flat fee for your legal documents - no hidden costs

  • Only $95 annually for unlimited changes as your life evolves

  • Access to a team of estate planning attorneys for questions

Understanding The Power of a Thoughtfully Crafted Estate Plan

Why Is A Living Trust Important?

  • It ensures your assets are distributed to the people you want

  • It can help you minimize estate and inheritance taxes

  • It can lessen the burden on loved ones if you become ill or incapacitated.

  • Avoid Probate.

What Is Included?

Out legal partners are disrupting the estate planning space and we are proud to be able to offer their leading edge solution to our clients. For one flat fee, you get all the documents you need established and you have access to update them whenever you want, no additional hourly fees. Here is what is included in your eState Living Trust

  • Living Trust: Setup AND Funding of your trust

  • Wills: Outline how you want your assets distributed

  • Powers of Attorney: Designate who can make decisions on your behalf, such as paying bills

  • Health Care Directives: Specify your medical wishes, such as a do-not-resuscitate order.

  • Guardianship: Name who will care for minor children or dependents.

What is Probate?

Probate is the court-run process that hands control of an estate after someone passes, but it can be slow, expensive, and very public. Without a solid estate plan, a judge could make decisions you don't agree with. Whether or not there’s a will or trust, probate is the only way to transfer assets.

TEN Reasons Estate Planning MATTERS

There are undoubtedly more reasons, but start with these 10 to understand why you must take action now

  1. Protect the assets you worked hard to build

  2. Ensure your last wishes are carried out

  3. Minimize family conflict - the trustee handles the estate

  4. Protect your assets from creditors and lawsuits

  5. Preserve privacy of your assets

  6. Protect decision making capabilities aligned with your wishes

  7. Smooth and efficient transfer of wealth

  8. You maintain control of everything within the trust

  9. Guardianship and special needs planning

  10. Reduce the tax burden for your heirs