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.
iThis 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.
Country
State or province
County or local area (optional)
⌖Use my device location
✓Your answers stay in this app. Device location is optional and is only used to make nearby-search links.
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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.
SingleMarriedPartnered / other
Which family details apply?I have minor childrenI have a blended family or stepchildren
Which assets do you own or expect to own?Select all that apply.
Home or other real estateBank or brokerage accountsRetirement accountsBusiness ownership
What approach feels right for your budget and support needs?Lowest-cost DIYOnline service + guidanceLocal attorney
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STEP 3 OF 3
Your living trust action plan
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A helpful starting point, not legal adviceThis personalized checklist is general educational information. Laws, forms, signing rules, and tax treatment can change. A licensed estate-planning attorney can advise on your specific facts.
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.
What would you like to include?
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LOCATION NOTES
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