Trust Packages

Explore our affordable and secure trust creation packages tailored to your needs.

Minor Provision Trusts

This trust ensures your minor children receive their inheritance responsibly and in alignment with your wishes. Includes custom instructions for guardianship and asset management until they reach adulthood.

Revocable Living Trusts

A flexible, foundational trust that helps you avoid probate, maintain control of your assets, and ensure your wishes are followed. Designed for individuals or couples looking to take the first step in estate planning with peace of mind.

Designed to protect the long-term financial future of a loved one with special needs without affecting their eligibility for public benefits. A compassionate, practical solution for complex needs.

Special Needs Trusts

All-In-One Legacy Trusts

Our All-in-One Legacy Trust includes all the essential provisions—revocable living trust structure, minor provisions, special needs coverage, and spousal options. Perfect for individuals or couples who want a legally sound, affordable estate plan without the complexity.

Pay less now. Stay protected for years.

Our Legacy Membership Plan gives you full access to the All-in-One Legacy Trust for just $150 per year with a 5-year commitment. Instead of paying the full $595 upfront, you can lock in long-term protection with easy, predictable payments. Perfect for clients who want peace of mind and flexibility without sacrificing coverage.