Peace of Mind with your Customized Trust Plan
Avoid probate with a smoother, faster estate administration
$348 for individuals, $398 for couples
Nominate guardians for your minor or special needs children
Determine who has access to your health information in the event of a medical emergency
Specify who has ability to make health care decisions on your behalf, if you are unable to make them yourself
Make gifts of specific property (e.g., personal property, real estate, etc.)
Exclude certain people from receiving your property
Maximum control and protection with ability to establish conditions to gift distributions
Identify a Trustee to manage the administration of your trust after you pass
Appoint an agent to manage your personal, business, and/or other financial affairs, if necessary
Specify your final burial, cremation, or other arrangements
Avoid probate court costs and delays
Revocable Living Trust
The core of your estate plan with provisions for the management, control, and distribution of your assets before and after you pass
Certification of Trust
A handy 'cheat sheet' for the trust that can be provided to third parties like banks and other financial institutions instead of providing the full, more private trust agreement
Pour Over Will
Specify your wishes for the care of dependents and any special burial or memorial services, with specific references to the details outlined in your Trust
Power of Attorney
Designate someone to be your agent to manage your personal, business, and/or other financial affairs if necessary
Specify your healthcare treatment preferences in advance
Health Care Power of Attorney
Designate someone to be your agent in the event that you are unable to make or communicate decisions about your health care
Grant trusted individuals access to your medical information for specified purposes
Commonly Asked Questions
What is the difference between a trust and a will?
A revocable living trust is a will substitute that efficiently transfers assets upon death and allows you to avoid probate. Revocable living trusts offer greater privacy and control over how and when your distributions are made, and they can also be helpful to avoid guardianship proceedings if you become unable to manage your own affairs.
Learn more here <link> about the differences between a trust and a will.
How long does creating a trust take?
Most members create their Just In Case Estates revocable living trust in about 20 minutes.
Your answers are saved as you go, and so you can complete your trust over one or multiple sessions. If you need to make any changes, doing so is quick and easy.
Can I make a trust without a lawyer?
For most people, choosing whether to make a trust with or without a lawyer is a matter of personal preference. You do not need a lawyer to make a legally valid revocable living trust.
Just In Case Estates’ document generator is crafted by our network of attorneys, and our revocable living trust plans are guaranteed to be legally valid to meet the specific requirements of your state.
Does my Trust have to be notarized?
In most all cases, you will want your trust to be notarized by a notary public. Most states require a trust be notarized in order to hold real property, such as a house, and many banks and financial institutions will require your trust to be notarized as well.
How do I fund my Trust?
A trust must be funded in order to be effective. Funding a trust simply means transferring ownership of assets to the name of the trust.
The process to fund your trust varies depending on the type of asset. You can learn more here in our Trust Funding Guide, and our customer success team is also available to help once you’ve completed your trust plan.
Should I make a separate or joint trust?
If you are married or in a registered domestic partnership, you may consider creating two separate trusts or one joint trust. Each option has its advantages and disadvantages, which we compare here <link>.
Generally, joint trusts are preferable for couples living in community property states whereas separate trusts are better for couples who own separate property.