Avoid probate. Protect your privacy. Plan your legacy.

A Revocable Living Trust gives you control over how your assets are managed during your lifetime - and how they're passed on after. No probate. No public court records. Complete peace of mind.

What's Included

Revocable Living Trust

The centerpiece of your plan. Your Trust holds your assets during your lifetime (you maintain full control) and transfers them directly to your beneficiaries when you pass - skipping probate court entirely. You name successor trustees who step in to manage the trust if you're unable to, ensuring continuity.

Certificate of Trust

When you retitle assets (bank accounts, real estate, investments) into your Trust, institutions will ask for proof that the Trust exists. The Certificate of Trust provides that proof without exposing the private details of your plan.

Trust Funding Guidance

Creating a Trust is only half the equation - you also need to transfer assets into it. Legal Karma provides step-by-step funding instructions for real estate, bank accounts, investment accounts, and other assets.

Pour-Over Will

A safety net. Any assets you own at death that aren't already in your Trust get "poured over" into it through this Will. It ensures nothing falls through the cracks.

Power of Attorney (Financial)

Designate someone to manage your financial affairs if you become incapacitated.

Advance Healthcare Directive / Living Will

Document your medical wishes and designate a healthcare agent.

HIPAA Authorization

Grant your designated individuals legal access to your medical records.

Who is this package for?

Homeowners who want to avoid probate on their property

Members with investment or retirement accounts they want to protect

Anyone who values privacy (Trusts don't become public record like Wills do)

Parents who want to create structured distributions for children (e.g., assets released at age 25, 30, etc.)

Members in states with complex or expensive probate processes

How It Works

Answer guided questions.

The platform walks you through your family, assets, and wishes in plain language.
Average time: 15 minutes.

Build your asset inventory.

Identify the accounts, properties, and assets that should be funded into your Trust.

Review your documents.

Your Trust, Pour-Over Will, Certificate of Trust, and all supporting documents are generated and ready for review.

Sign, fund, and store.

Follow signing instructions, use the funding guidance to retitle assets, and securely store your completed plan.

Turn your membership into a legacy planning platform.

Get a personalized walkthrough of the Legal Karma platform. We'll show you how partners like Partner Colorado launched estate planning in 6 weeks.