A calmer way to get organized
Build your living trust action plan.
Answer a few practical questions and get a plain-language checklist tailored to your family, assets, location, and comfort with DIY planning.
This guide shares general educational information—not legal advice. Your situation may need a licensed attorney.
STEP 1 OF 3
Where are you planning?
We use this to point you toward the right recording office, notary search, bar referral service, and local notes.
Your answers stay in this app. Device location is optional and is only used to make nearby-search links.
* Required
STEP 2 OF 3
Tell us a little about your situation.
There are no wrong answers. This helps us flag decisions worth discussing with a professional.
STEP 3 OF 3
Your living trust action plan
MY SUGGESTED ROUTE
YOUR CHECKLIST
Ten steps, in order
STEP-BY-STEP DRAFTING HELP
Draft this step with a guide
A working draft, not a finished legal documentThe assistant can help organize your thoughts and create a plain-language starting draft. Review it with a licensed attorney before signing, filing, or relying on it.
LOCATION NOTES
Keep an eye on these details
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