Draft desk
Wills and living trusts drafted for homeowners and parents
Answer five questions, see which packet fits, and pay the price posted on the page. Then print, sign, and fund.
TaxFreeTrusts writes guides and drafts will and living trust packets at the prices posted on the page, then a five-question planner prints a named draft you pay for once, sign, and fund.
Best for: Homeowners keeping a house out of probate, young parents naming a guardian, and families with a shop or farm.
Keep the house out of probate.
A revocable living trust holds the home. Your successor trustee hands it on without a court case.
Living trust, $349 one time Start with the house Home plus a shop or farm:
Hand down the house and the business.
One trust, one funding list for the home and the business interest.
Living trust, $349 one timeStep up: Counsel desk, $790 Start with both Young parents:
Name a guardian tonight.
A will names who raises your children and who settles your estate.
Will, $79 one time Start with the will Large policy or growing business:
Bring in counsel.
When the policy or the business is large, the desk introduces you to an attorney.
Counsel desk, $790 one time Start with counselPrint, sign, fund
Print the packet, sign it with the witnesses or notary your state requires, and move each asset on the funding list.
- 1
Print
Answer the planner and print the draft packet with your names filled in.
- 2
Sign
Sign using your state's formalities, such as witnesses or a notary.
- 3
Fund
Move the house and the accounts into the trust, line by line, from the funding list.
A trust only controls what you move into it.
A signed trust with nothing in it keeps nothing out of probate. The living trust packet comes with a funding list, so the deed and the accounts actually move.
- Deed to the homeRecorded into the trust
- Checking and savingsRetitled, or payable on death
- Brokerage accountRetitled, or transfer on death
- Retirement accountsBeneficiaries reviewed, never retitled
- Life policyBeneficiary confirmed
- Shop or farm interestAssigned, if you have one
Three packets. Prices on the page.
You pay the price printed on the seal, once, on Stripe's card form.
Learn before you sign
A living trust keeps funded assets out of probate. Funding is what puts them there. A revocable trust leaves those assets in your taxable estate.
What a living trust does
What it keeps out of probate, and what it leaves alone.
House and kidsWill or living trust
A will nominates a guardian. A funded revocable trust holds the house.
FundingHow to fund a trust
The deed, the accounts and the beneficiary forms.
TaxesTrusts and taxes
What a revocable trust changes, and what it does not.
ShortlistBest trust types for families
Revocable living trusts and the irrevocable types, ranked on probate, tax, and control.
StatesProbate by state
The probate path, fees, small-estate limit, and estate tax, with the statute or court page linked.
Questions before you start
How much does a will cost?
The will is $79 one time. It is a will draft with a guardian named, for who raises your children and who settles your estate.
What is in the living trust packet?
The living trust is $349 one time. It includes the trust, a pour-over will, and a funding list. It is the usual packet.
What does counsel desk include?
Counsel desk is $790 one time. When a policy or business is large, the desk introduces you to an attorney.
How does the planner work?
You answer five questions in this browser tab. The planner recommends a packet and prints a draft with your names filled in.
Does signing a trust keep assets out of probate?
A trust only controls what you move into it. A signed trust with nothing in it keeps nothing out of probate. Fund from the list.
Start with five questions.
The planner recommends a packet and prints a draft with your names in it. Your answers stay in this browser tab.