A clearer path to your family’s plan.

Start with the question on your mind. These guides explain the choices, costs and steps involved in creating a living trust.

Decide what you need

Living trust vs will
The real difference, when each makes sense, and why most people end up with both.
Do I need a trust if I have a small estate?
Probate thresholds by state and when a will alone is enough.
Estate planning for homeowners
Why homeowners face the highest probate cost — and how a trust changes that.
Joint living trust for married couples
When a joint trust makes sense, when it doesn’t, and the tax implications.
How to avoid probate
Five proven ways to keep your estate out of court and save your family months of waiting.

Compare costs and options

Create and complete your plan

Plan for your home and state

Comparisons, local guides and research