Put your trust with us.

Protect your assets with an irrevocable trust — or keep flexibility with a revocable one. Plain-English questions, documents you can read before you sign, and clear steps for everything after.

Launching state by state. Tell us where you live and we’ll let you know when it’s ready for you.

Asset protection starts with an irrevocable trust.

When you move assets into an irrevocable trust, they generally stop being yours. That separation is what can shield them from future lawsuits, creditors and long-term care costs — and keep an inheritance safe for the people you choose.

  • Shield assets from future claims

    Assets held by a properly structured irrevocable trust are generally out of reach of your future creditors.

  • Protect your beneficiaries

    Spendthrift provisions generally keep a beneficiary’s creditors, lawsuits and divorces from reaching their share before it’s paid.

  • Plan for long-term care

    Medicaid asset protection trusts can preserve savings for your family, subject to a five-year look-back.

  • Use your state’s strongest tools

    Some states — such as Nevada, South Dakota, Delaware and Alaska — allow self-settled asset protection trusts.

How much protection a trust provides depends on its type, your state’s law and timing. You generally give up control of what you transfer, and transfers made to avoid existing debts or claims can be undone. General information, not legal advice.

Trusts in 60 seconds

New to all this? Most people are. Here’s the short version.

  • What is a trust?

    Think of a trust as a locked box with a set of instructions. You put things you own inside — like your house or savings. You pick someone to look after the box, and you decide who gets what’s inside, and when.

  • Why do people get one?

    To keep what they’ve worked for safe, to make things easy for their family when they die, and to have someone ready to step in if they get sick and can’t handle their own money.

  • What are the two main kinds?

    An irrevocable trust is the “protect it” kind: hard to change, but it can keep your things safe from lawsuits and some costs. A revocable trust is the “stay flexible” kind: you can change it anytime, but it doesn’t protect much.

Irrevocable or revocable

Choose protection or flexibility. Not sure which fits? Send an inquiry and choose “Not sure yet.”

Flexible option

Revocable Living Trusts

A trust you create during your lifetime and can generally change or revoke while you are alive and have capacity. You keep control of your assets and name who takes over.

  • Individual and joint (married couple) trusts
  • Avoid probate for assets held in the trust
  • Change it as your life changes
  • Plain English, start to finish

    Every question comes with a short explanation of what it means.

  • Prices published before you pay

    Each package will list its price, documents and refund terms up front.

  • Your information is never sold

    What you share is used to serve you — nothing else.

Will, revocable or irrevocable?

How the three generally compare — especially on protecting what you own.

TopicWillRevocable trustIrrevocable trust
Protection from your creditorsNoneGenerally none while you are aliveCan protect assets, depending on type, state and timing
ProbateAssets it covers generally go through probateAssets in the trust can generally avoid probateAssets in the trust can generally avoid probate
Control of the assetsYou keep full controlYou keep control as trusteeYou generally give up ownership and control
Changing it laterYes, by following signing formalitiesYes, while you are alive and have capacityGenerally no, except in limited ways
PrivacyGenerally public in probateGenerally privateGenerally private
If you can’t manage your affairsNo effect while you are aliveSuccessor trustee manages trust assetsTrustee manages trust assets
Estate and benefit planningLimitedLimitedUsed for estate tax, Medicaid and special needs planning
General information. Rules vary by state and situation — this is not legal advice.

Three steps to your documents

How the online service is designed to work. Planned — not yet available online

  1. Answer questions

    Plain-language questions about you, your family and your wishes — with an explanation for each.

  2. Review your documents

    Read everything before you sign. Check names and choices, and ask questions.

  3. Sign the right way

    Follow written instructions for signing, witnesses and notarization in your state.

Then, fund your trust. A trust only controls what you put into it. You’ll get organized, asset-by-asset instructions for moving accounts and property. How funding works

An older couple reviewing papers together on their couch at home

A plan your family can actually read.

Trust documents are built from your answers and explained in plain English — so the people you love can understand what you intended.

Straight answers about what we do

What you can count on

  • Plain-English questions with an explanation for each one
  • Prices, included documents and refund terms shown before you buy
  • Clear notes on the steps you handle yourself
  • Your information used only to serve you

What we won’t do

  • Pretend to be a law firm or give legal advice
  • Bury fees or add documents you didn’t choose
  • Sell your personal information
  • Act as your trustee or take control of your assets

Documents are one part. Funding is the other.

A brick family home with a green front lawn

Signing a trust creates the plan. Funding puts assets into it — for example, by retitling an account or recording a new deed. Funding is a separate set of steps that you carry out with each bank, county office or company involved.

Not every asset should be moved, and the right approach depends on the asset. Our funding guide explains the general steps by asset type and when to involve a professional.

Common questions

Does an irrevocable trust protect my assets?

It can. Assets you transfer to an irrevocable trust are generally no longer yours, which can shield them from future creditors. How much protection you get depends on the type of trust, your state and timing — and transfers made to avoid existing debts can be undone. More about this

What will the service include?

Trust With Us focuses on trust creation documents and instructions for the steps that follow. Exact package contents will be listed before any package is offered. More about this

Who handles funding the trust?

You do. You transfer your own assets into the trust. We plan to provide general instructions and checklists by asset type. More about this

Which states do you serve?

Availability is being confirmed state by state. Send an inquiry from any state and we’ll follow up. More about this

How do signing instructions work?

Trusts are signed outside this website. Requirements for signatures, witnesses and notarization vary by state. The planned service will include written instructions for your state. More about this

Will you offer irrevocable trusts?

Yes — irrevocable trusts are a core part of the service we’re building. Each type will be offered with its own questions and documents. Tell us your goal through the inquiry form and we’ll follow up. More about this

Do you help get an EIN?

EIN assistance is not currently offered. You can ask about it through the inquiry form. More about this

See all frequently asked questions

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Protect what matters.

Tell us your state and what you’re looking for. We’ll follow up about availability.