One plan for both of you. Complete protection for your family.
A Joint Revocable Trust lets married couples create a unified estate plan — avoiding probate, protecting privacy, and ensuring your assets pass exactly as you intend.
Designed for married couples.
Key advantages over separate plans:
Unified asset management: no confusion about which assets belong to which trust
Clear survivor provisions: the surviving spouse knows exactly what they control and what's protected for beneficiaries
Simplified administration: one trust to manage, not two
Cost-effective: comprehensive protection for both spouses in a single package
Instead of each spouse creating a separate Trust, a Joint Trust establishes one shared legal structure. Both spouses contribute assets, both maintain full control during their lifetimes, and the plan defines exactly what happens when the first spouse passes - and when the second spouse passes.
What's included
Joint Revocable Living Trust
A single trust for both spouses. Defines shared and individual assets, successor trustees, beneficiary designations, and distribution schedules. Includes survivor provisions that specify what happens to the trust when the first spouse passes - ensuring the surviving spouse is protected while preserving the plan for ultimate beneficiaries.
Pour-Over Wills
Each spouse gets a Pour-Over Will that captures any assets not yet titled to the Trust at the time of death.
Certificate of Trust
Proof of your Trust's existence for banks, title companies, and financial institutions — without revealing private details.
Trust Funding Guidance
Step-by-step instructions for retitling jointly held assets, individually held assets, and beneficiary designations into the Joint Trust.
Powers of Attorney - Financial
Each spouse independently designates someone to manage their financial affairs if incapacitated.
Advance Healthcare Directives / Living Wills
Each spouse documents their own medical care preferences and designates their own healthcare agent. These are always individual - even in a joint plan.
HIPAA Authorizations
Each spouse grants medical records access to their chosen individuals.
Who is this package for?
Married couples who want a single, unified estate plan
Couples who own property together (especially real estate)
Families who want to avoid probate on shared and individual assets
Couples who want clear instructions for what happens when the first spouse passes
Parents who want to create structured inheritance plans for children from the same or blended families
How it works
Both spouses answer guided questions.
Each spouse completes their own sections independently. The platform coordinates shared decisions (beneficiaries, trustees, guardians) to ensure consistency.
Build your shared asset inventory.
Identify jointly held assets, individually held assets, and accounts with beneficiary designations.
Review your documents together.
The Joint Trust, both Pour-Over Wills, and all supporting documents are generated. Both spouses review before finalizing.
Sign, fund, and store.
Follow signing instructions, retitle assets using the funding guidance, and securely store your completed plan for both spouses.
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Legal Karma is not a law firm nor are we attorneys. Legal Karma is not the substitute for an attorney or law firm. Legal Karma does not provide legal advice. This site and applications are not intended to create any attorney-client relationship, and your use of Legal Karma does not and will not create an attorney-client relationship between you and Legal Karma.