Keep your estate out of probate. Keep your affairs private.
A living trust lets you skip probate court, keep your estate private, and pass everything to your family without delays or legal fees. You can build one here in about 15 minutes.
Probate costs time, money, and privacy. A trust avoids all three.
California probate can take 12–18 months and cost 4–7% of your estate's gross value. During that time, your estate is a matter of public record. A revocable living trust bypasses probate entirely — assets transfer directly to your beneficiaries, privately and without court involvement.
12–18 months
Typical California probate
4–7%
Of your estate's gross value
Public record
Your estate, open to anyone
Benefits of a living trust
A living trust is a legal arrangement that allows you to transfer assets to a trust during your lifetime. The trust then manages and distributes those assets according to your wishes after your death.
Our online living trust service helps you:
- Avoid the time and expense of probate
- Maintain privacy of your estate affairs
- Ensure continuous management of assets if you become incapacitated
- Provide detailed instructions for asset distribution
- Reduce potential family conflicts over inheritance
What's Included
Everything included in The Complete Trust Vault
Your plan comes with every document your family needs, expand each to see what it does.
The heart of your plan, hold and pass on your assets while avoiding probate.
- Avoid probate
- Stay private
- Keep control
Why it matters: Your family skips a slow, public, and costly court process.
A safety net that moves any remaining assets into your trust.
- Catch stray assets
- Name guardians
Why it matters: Nothing you own accidentally falls outside your plan.
Moves your furniture, jewellery, art and other untitled belongings into the trust.
- Untitled belongings
- Heirlooms & collections
Why it matters: Without it, the things with no paperwork stay outside the trust and go through probate.
Proves your trust exists without revealing its private details.
- Verify the trust
- Protect privacy
Why it matters: Banks and institutions get what they need, nothing more.
The formal statement creating the trust and naming its trustees and beneficiaries.
- Trustees named
- Beneficiaries named
Why it matters: Banks and title companies ask for it before they will deal with the trust.
Step-by-step guidance for transferring each kind of asset into your trust.
- Accounts & property
- What to do first
Why it matters: A trust that was signed but never funded leaves your family in the probate it was meant to avoid.
Records your wishes for care if you develop dementia, stage by stage.
- Care preferences
- Stage by stage
Why it matters: A general health directive rarely covers the decisions dementia actually raises.
States your funeral, burial or cremation wishes and who is authorised to carry them out.
- Burial or cremation
- Who decides
Why it matters: It spares your family from guessing, and from arguing, in the first days.
Appoint someone to handle finances if you ever can't yourself.
- Manage finances
- Handle affairs
Why it matters: Avoids a court process during a difficult time.
Put your medical wishes in writing and name a health agent.
- State your wishes
- Name an agent
Why it matters: Your care always reflects your values.
Lets chosen people access your medical information when needed.
- Grant medical access
Why it matters: Loved ones stay informed in a health emergency.
A record of the beneficiaries named on your retirement accounts and life insurance.
- Retirement accounts
- Life insurance
Why it matters: These pass by designation, not by your will — a mismatch here undoes the rest of the plan.
Authorises a trusted adult to care for your children if you are temporarily unavailable.
- Short-term care
- School & travel
Why it matters: Included when you have children under 18.
Lets a named adult consent to medical treatment for your children when you cannot.
- Medical consent
- Emergency care
Why it matters: Included when you have children under 18.
Trust Options
Types of living trusts we offer
Revocable Living Trust
Provides flexibility as it can be modified or revoked during your lifetime. Allows you to maintain control over your assets while avoiding probate.
- Full control during your lifetime
- Avoid probate process
- Seamless transition of assets
- Privacy protection
Specialized Trust Options
Additional trust options for specific needs that can be included with our premium plans.
- Marital trusts
- Special needs trusts
- Pet trusts
- Charitable remainder trusts
How It Works
How it works
Protect your legacy and your loved ones by placing your assets in a trust, so your family can avoid probate and keep things private.
About your assets, beneficiaries, and wishes. Plain English, no legal jargon.
Download a complete draft and read every word before you finalize.
Follow our clear instructions to sign, witness, and notarize your documents so they are properly executed. Print and sign anywhere.
We provide an initial funding schedule to help you transfer what you own into the trust.
Find Your Plan
Is a trust right for you?
Answer a few quick questions and we'll recommend the plan that fits your family, no guesswork.
- Takes about 1 minute
- Personalized to your situation
- Private, never shared
Do you have children under 18?
Frequently asked questions
Find answers to common questions about online wills and our service.
We completely understand this fear. It's the #1 concern we hear. Wills and trusts created through My Wise Legacy are built to meet California's specific requirements. We guide you step by step and give you clear signing and notarization instructions so it's done right.
Our questionnaire is designed to surface every common gap, guardians, beneficiaries, special bequests, and more. You can update your documents any time at no extra cost.
Most families finish in about 15 minutes. We save your progress automatically and walk you through one simple question at a time, no legal jargon, no guesswork.
Generic templates aren't tailored to your state. We customize every document to your situation and California's laws, so it actually fits your family.
Absolutely. Log in any time and update beneficiaries, executors, or anything else, free, directly from your account.
Most people complete a will in about 15 minutes. More complex estate plans may take 30 minutes or so.
Your family deserves a plan. Today is the day.
It takes 15 minutes. It lasts a lifetime. And it's the most important thing you'll do for the people you love.