Have questions? We’ve got answers. Here are the most common questions to help you understand and complete your Living Trust with confidence.
Secure your family's future with our easy, affordable DIY Living Trust. Skip the hassle and attorney fees—peace of mind made simple.
It's shocking that 67% of families don't have a Living Trust. I started EZ Living Trust to help all families afford a Trust and Estate Plan to prepare for the future and avoid probate of their home.
Complete the online questionnaire in 30-60 minutes or save your answers for later.
You will be asked to review and approve your answers before you pay by card or bank transfer.
Our team will quickly review, prepare the Quit Claim and get your binder ready to ship.
In 5-7 days, USPS will deliver to you, your binder with instructions on your next steps.
Two witnesses who are not related to you, need to sign several places in your binder.
Complete and submit your property transfer forms to protect your home from probate.
Make a final copy with all signature, upload to your portal and relax now that it's done.
Our state of the art online software navigates you through the entire process to help you do it on your own, bringing down the cost dramatically. With transparent pricing and no hidden fees, you get a clear, straightforward solution for your estate planning need -- ensuring peace of mind at every step.
We use the same trusted legal documents many attorneys rely on—at a much lower cost. While other companies may surprise you with upsells for essentials like Quit Claim Deeds or Advance Health Care forms, we believe in transparency. Everything you need is included in one affordable price, with no hidden fees.
Discover how our clients have transformed their estate planning experience with us. Read their testimonials to see how we've made securing their future simple and affordable.
"EZ Living Trust made the entire process so simple and stress-free! The software was intuitive, and the staff was incredibly friendly and helpful. I was amazed at how quickly everything was done, and at such an affordable price!"
"From start to finish, EZ Living Trust delivered excellent service. The software was incredibly user-friendly, and the staff was always available to assist with anything I needed. They made sure every step was clear, and I never felt lost. The quality and speed of the service were impressive, especially for the price I paid. I’m so glad I chose them!"
Setting up my trust was quick and easy with EZ Living Trust. The instructions were clear, support was great, and I saved over $2,000 compared to what my neighbor paid an attorney. Couldn’t be happier!
Have questions? We’ve got answers. Here are the most common questions to help you understand and complete your Living Trust with confidence.
A Living Trust is a legal document that allows you to place your assets—such as property, bank accounts, and investments—into a trust during your lifetime. You can manage these assets as the trustee while you're alive, and you can also specify how they should be distributed after your death. Your Successor Trustees are pre-authorized to step in if you are medical unable or after your death.
No, you don’t need an attorney to make a living trust, especially if your estate is simple. You can use online tools like EZ Living Trust. However, if your estate is large or complex, an attorney can help ensure everything is set up correctly. They can also give advice on taxes and legal issues to avoid mistakes.
After creating a living trust, follow these steps:
A revocable living trust doesn’t directly save on taxes, but it can help reduce estate taxes by managing how assets are passed to beneficiaries. It doesn’t protect your assets from creditors while you're alive, but after your death, the trust can provide some protection for your beneficiaries from their creditors. For full protection from creditors, other legal tools like an asset protection trust may be needed.
A revocable living trust doesn’t directly save on taxes, but it can help reduce estate taxes by managing how assets are passed to beneficiaries. It doesn’t protect your assets from creditors while you're alive, but after your death, the trust can provide some protection for your beneficiaries from their creditors. For full protection from creditors, other legal tools like an asset protection trust may be needed.
Get clear, expert tips on estate planning and Living Trusts—made simple so you can plan with confidence.
EZ Living Trust is a division of Strategic Choices Financial, Inc. Neither is a law firm and cannot provide legal or tax advice. The information on this site is for informational and educational purposes only.
Strategic Choices Financial, Inc, dba EZ Living Trust is registered as a Legal Document Assistant in Los Angeles County, CA #987456, and is licensed and bonded.