Family Trust Plan

What It Does

• Creates a joint revocable living trust for a couple.

• Includes pour-over wills for each partner.

• Comes with a certification of trust and a funding directive.

• Appoints one or both of you as trustees to manage your property privately and without probate.

What It Doesn’t Do

• It won’t automatically pull in all your assets—you have to fund the trust.

• It doesn’t act as a medical or financial power of attorney.

• It doesn’t change beneficiary designations unless you update them.

Who Needs to Sign

• Both partners as co-grantors.

• Trustees.

• Notarization is required.

Price: $700