Your legacy, protected
Create a living trust online to avoid probate, keep your affairs private, and pass your assets to your loved ones seamlessly.
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 Trust Plan
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.
A clear inventory of what your trust holds, kept up to date.
- List your assets
- Stay organized
Why it matters: Your trustee knows exactly what's in the trust.
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.
Lets chosen people access your medical information when needed.
- Grant medical access
Why it matters: Loved ones stay informed in a health emergency.
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.
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.
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.
Tell us about your assets, beneficiaries, and how you want your estate managed — all in plain English.
We generate your customized trust based on your answers. Review and edit every detail before finalizing.
Follow our clear instructions to sign, witness, and notarize your documents so they're properly executed.
Transfer your assets into the trust with our step-by-step guidance — we make this final step simple.
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?
Affordable estate plans. Priceless peace of mind.
"I finally stopped putting it off. The questions were simple and I had my will done before dinner."
Maria A.
Member since 2024
"We set up a trust to protect our home for the kids. It was far easier — and cheaper — than we expected."
David & Priya R.
Member since 2023
"Being able to update our plan for free after our second child was born gave us real peace of mind."
James K.
Member since 2025
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 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.
Ready to Secure Your Legacy?
Join thousands of families who have protected their future with Wise Legacy. Start your plan today in just minutes.