Prove it!
Doing a comprehensive estate plan with an attorney can easily cost over $5,000.
Your investment today? $895 (for a limited time).
Sure, it’s not fun to think about. What happens when I’m no longer here?
A Will and Trust can be so daunting. Thinking about dying is not anyone’s idea of a good time. Thinking about paying thousands to a lawyer to make you think unhappy thoughts is even worse.
With Love Legacy Trust you can have it all without an expensive price tag and the uncomfortable convos.
I'm the founder of Love Legacy Trust. We will go through the process together step by step. Why listen and learn from me? Because I am an award winning estate planning SuperLawyer, author, and TedX speaker. As your guide, you will get the life, the love, and the legacy you deserve.
What’s that I hear?
Peace of mind?
Priceless.
Let’s get started.
Sure, it’s not fun to think about. What happens when I’m no longer here?
A Will and Trust can be so daunting. Thinking about dying is not anyone’s idea of a good time. Thinking about paying thousands to a lawyer to make you think unhappy thoughts is even worse.
With Love Legacy Trust you can have it all without an expensive price tag and the uncomfortable convos.
I'm the founder of Love Legacy Trust. We will go through the process together step by step. Why listen and learn from me? Because I am an award winning estate planning SuperLawyer, author, and TedX speaker. As your guide, you will get the life, the love, and the legacy you deserve.
What’s that I hear?
Peace of mind?
Priceless.
Let’s get started.
Love Legacy Trust is Woman and Attorney owned by me - Natalie Elisha.
With years dedicated to estate planning for high net worth clients, I've become passionate about making the life changing tools they use available for everybody else.
New parents, property owners, divorcees and widows, and the sandwich generation - those taking care of aging parents and children - all deserve to protect their legacy.
Confirm your wishes for end of life care
Secure the financial legacy for your family
Give you peace of mind that your loved ones are taken care of
Long probate process
Increased legal expenses
No control over distribution
Family disputes
Guardianship uncertainty
Stress and uncertainty for family
Financial vulnerability for dependents
Unclear end of life healthcare wishes
Limited privacy
Streamlined asset transfer
Reduced legal costs
Control over your legacy
Family harmony
Secure guardianship for minors
Peace of mind for loved ones
Financial stability for dependents
Clear healthcare directives
Privacy protection
We streamline the trust creation process, making it up to 10 times faster. The key is filling out our questionnaire that provides us with the information needed to draft your estate plan.
Love Legacy Trust not only offers you the documents that make up a comprehensive estate plan, but once you complete responses to your intake questionnaire, an attorney will review and draft your estate plan documents. Then, your estate plan documents are sent to the email you provide us, and you will receive a written explainer on how to sign and finalize your documents - empowering you to make informed decisions with confidence and clarity.
An estate plan is a set of legal documents that provide instructions for the distribution of your assets upon your death or incapacitation.
A will, living trust, healthcare power of attorney, financial power of attorney, and HIPAA release are common documents included in most estate plans.
The documents of an Estate Plan are contracts.
Lawyers often like to use fancy legal terms (sometimes called "legalese") to make their efforts seem more important than they are. You can do your own Will if you want to - in fact, you can do all your own contracts if you want to. Don't get us wrong, lawyers can be extremely useful to navigate difficult areas of law or help explain the practical impact of your planning and contracts. An estate plan involves the testator (the person creating the plan), beneficiaries (the people receiving the assets), and fiduciaries (the managers of the assets). Trusts have their own language! A grantor creates the trust (that's you!). A trustee is in charge of running the trust (initially that is you, but then it is whoever you select), and beneficiaries - this is who receives your assets. If you are married, then it is recommended and common that upon your death, your spouse will be the beneficiary, and upon your spouse's death, your kids (if you have kids) will be your beneficiaries.
Love Legacy Trust provides you with the ability to obtain your estate plan while also saving you money and time. At Love Legacy Trust, an attorney drafts your documents after you complete the intake process. The intake process gathers the important information from you that allows us to draft your estate plan. Since the intake process is done by you online, and without the interaction with an attorney, we can make your estate plan cost a fraction of what most estate planning attorneys charge.
Nope! We give you everything you need in the online intake process to provide us with the information we need to draft your estate plan. If we have questions about your intake responses, then we will reach out to you at the email you provide us.
A living trust is a legal document that allows you to transfer ownership of your assets to a trustee during your lifetime. This trustee is responsible for managing those assets according to your wishes, even if you become incapacitated or pass away.
Key benefits of a living trust include avoiding probate that can be a lengthy and costly process. A living trust can help bypass this, ensuring your assets are distributed according to your wishes more efficiently.
In some circumstances, yes. However, a living trust does not impact your estate tax obligations. Estate tax is an additional tax on the transfer of wealth when someone passes away. This tax only applies to those transferring a significantly large estate— for 2025, your estate would have to exceed $13.9 million before estate tax would be charged. Simply creating a will or living trust does not exempt you from estate tax. Please contact us to discuss advanced planning if your total assets exceed $14 million.
Not necessarily. Many folks who create a trust fail to take the next step of retitling the applicable assets in the name of the trust. This is called “funding the trust.” Even when done properly, it’s easy to forget about it when they open a new bank account or purchase a new home or car. Those assets fall outside of the trust and must go through probate anyway.
However, Love Legacy Trust provides you with a Pour-Over Will that acts as a catch-all in the event that some of your assets have not been retitled into the name of your Living Trust.
It depends on your state. Probate fees can be pricey—like 5% of the estate. For example, in California, statutory probate fees are based on the gross value of the estate and are as follows:
4% on the first $100,000
3% on the next $100,000
2% on the next $800,000
1% on the next $9,000,000
0.5% on the next $15,000,000
BUT IT GETS WORSE because debts are often not considered as part of the fee. Here's a use case:
If your parent, a resident of California, passes away with a $2 million home (with $1,750,000 owed on the mortgage) and $250,000 in savings, then the gross amount of the estate is $2,250,000 and could be charged $35,500 in attorney fees—even though after the mortgage is factored in, the estate has a net worth of only $500,000. That means $35,500 in attorney fees would be 7.1% of your inheritance!
Traditional law firms may suggest they also act as Executor, which could result in fees being doubled—taking a whopping 14.2% of your inheritance.
There are great reasons to avoid probate, and the expense is chief among them. In the event you are experiencing a death in the family and need to go through probate, reach out to us directly to discuss your options.
Funding a trust is the process of retitling assets to be owned by the trust. For example, you might file a new deed to transfer the ownership of your home to the trust.
Traditionally, a Living Trust costs much more than a Will. We have reduced the cost for a Living Trust, so in almost every instance, a Living Trust-based plan is superior to a Will-based plan for the following reasons:
You want to avoid probate. Some states like California and New York are more expensive to probate a will.
You have a large net worth and want to avoid estate taxes. An irrevocable trust may be a solution for you.
You have more complex wishes regarding beneficiaries and asset distribution.
You have a beneficiary with special needs.
You have property in more than one state.
This can complicate the probate process.Your estate plan contains a significant percentage of charitable giving.
Yes you can. However, including this in your Trust or your Will means that it could be interpreted to be part of the contract you are establishing. So, to avoid confusion and potential conflicts, it is often better to omit these types of letters from in the Trust or Will itself. It is recommended to instead leave your loved ones letters.
It’s important to periodically review your estate plan, especially when you have major life events such as:
• Marriage or divorce
• Birth of a child
• Death of a beneficiary
• Moving to a new state
• Acquisition of new property/assets
• Change in health condition
• Starting a business
Honesty and open communication are key. Start these conversations early, even before they fully grasp the concept of money. As they mature, gradually explain the family's financial situation and the responsibilities that come with wealth. Emphasize the importance of using their inheritance wisely, including financial education, responsible spending, and potentially giving back to the community.
Raising grounded children requires setting clear expectations and instilling strong values regardless of your financial status. Encourage hard work, independence, and a sense of purpose beyond material possessions. Consider involving them in charitable activities to foster empathy and a broader perspective on the world.
Your Living Trust does not offer you asset protection. Asset protection strategies for you require more advanced estate planning strategies. However, we provide you with a Living Trust that creates further trusts for your children upon your and your spouse's deaths. The assets your children inherit from you through your Living Trust get put into trusts that provide asset protection for your children from things like divorces and lawsuits.
The estate plan offered on this website does not fit perfectly for everyone, and if you own a family business, it is likely wise to reach out directly to us for advanced estate planning. It is common for one child to be actively contributing to the family business, and it takes some thoughtful planning to acknowledge their efforts in your estate plan. However, transparency and open communication with all your children are crucial. Without considering multiple aspects of how these things play out in the real world, any differences in distribution may cause resentment or conflict among siblings.
Lead by example. Involve your children in charitable activities from a young age, allowing them to choose causes they care about. Discuss the impact of giving and encourage them to volunteer their time or resources. By incorporating philanthropy into your family values, you can help your children develop a sense of social responsibility and make a positive difference in the world.
Yes! We are a law firm. We take great pride in providing our clients with excellent service and advice.
Creating a comprehensive Love and Legacy Plan doesn't need to be expensive or a hassle. Get everything you need in 3 easy steps.
Create an account
Follow the step by step form with guided education along the way
Instantly receive your comprehensive documents
Protect your legcy
The #1 Trust Creation Platform
Here's what you get:
Revocable Living Trust
Last Will & Testament
Financial and Medical Power of Attorney
Advance Healthcare Directive
HIPAA Authorization
Educational Content guiding you every step
Total value: $2799
Today Just $895
When you have a baby, providing a secure future and protecting your growing family’s financial stability become top priorities. It’s essential to consider guardianship, financial support, and healthcare decisions for your child.
Without a comprehensive Love & Legacy Plan, your child’s future could be left uncertain if something happens to you. Without legally designated guardianship, the court may decide who raises your child, potentially against your wishes. Financially, your assets might be tied up in probate, delaying access to necessary funds for your child’s upbringing.
With Love Legacy Trust's comprehensive Love & Legacy Plan, you can designate trusted guardians, ensure funds are available for your child’s needs, and set up trusts to manage inheritance responsibly. Your plan will protect your child’s future, giving you peace of mind that they’ll be cared for according to your wishes.
When you own your home, it becomes one of your most significant financial assets and a core part of your family’s stability. It’s essential to safeguard this asset to pass it down efficiently to your heirs.
Without a comprehensive estate plan, your home could end up in probate, where the court would decide its fate, potentially incurring delays, legal fees, and even the risk of forced sale to cover expenses. This process can be stressful for your loved ones, leaving them with unexpected costs and uncertainties.
With Love Legacy Trust's comprehensive estate plan, you can ensure a seamless transfer of your home to your designated beneficiaries, avoiding probate and minimizing legal costs. A plan can also protect your home from creditors and ensure it remains in the family, allowing your loved ones to inherit it directly and securely.
When you go through a divorce, it’s vital to reassess your estate plan to reflect your new family structure and ensure your assets align with your current intentions.
Without a comprehensive estate plan, your ex-spouse may unintentionally remain a beneficiary on key assets like retirement accounts, life insurance policies, or joint accounts, potentially causing significant legal and financial issues. In some cases, they may even have decision-making power over medical or financial matters if your documents aren’t updated.
With Love Legacy Trust's comprehensive estate plan, you can explicitly remove or update beneficiaries, designate new power of attorney, and clarify asset distribution to reflect your current wishes. This ensures your assets are protected, your family is cared for as intended, and any unintended claims from an ex-spouse are avoided.
When your parent is aging, having a proactive plan for their medical and financial care can provide stability, dignity, and clarity during challenging times. Important factors include medical decision-making, managing finances, and end-of-life preferences.
Without a comprehensive estate plan, handling your parent’s healthcare and finances can become overwhelming, particularly if they face sudden health issues. You might lack the legal authority to make medical decisions, manage their finances, or access their accounts, resulting in delays, family disagreements, and even costly guardianship proceedings.
With Love Legacy Trust's comprehensive estate plan, you can ensure a durable power of attorney and healthcare directive are in place, giving you the authority to make critical decisions without legal barriers. This plan can also establish a trust for financial management, protecting their assets and making it easier to provide the care they deserve.
When you lose a spouse, it’s important to address joint assets, update beneficiaries, and ensure your financial security during a vulnerable time.
Without a comprehensive estate plan, you may face probate for jointly owned assets or be liable for estate taxes, potentially reducing your financial security. This period can also bring complex legal requirements and delays, creating additional stress while you’re grieving.
With Love Legacy Trust's comprehensive estate plan, you can establish mechanisms for transferring assets seamlessly, minimize or eliminate estate taxes, and protect your inheritance rights. A robust plan will help you maintain financial stability, ensuring that you have the support and resources you need during this difficult time.
When you enter a second marriage, balancing the needs of your spouse and any children from previous relationships is essential to avoid potential conflict and ensure fair distribution of your assets.
Without a comprehensive estate plan, assets could unintentionally bypass certain heirs, leading to legal disputes and family tensions. Your children from a previous marriage might be unintentionally disinherited if your new spouse inherits everything. Additionally, your spouse may face difficulties if inheritance isn’t properly structured, impacting their financial security.
With Love Legacy Trust's comprehensive estate plan, you can specify how assets are divided, establish trusts for children, and ensure that both your spouse and children are provided for according to your wishes. This approach protects family harmony, avoids unintended disinheritance, and offers clear guidance, making your intentions known and legally binding.
As you approach retirement and consider end-of-life planning, securing your financial future, ensuring your medical preferences are respected, and reducing the burden on your loved ones are key priorities. Important considerations include managing healthcare decisions, establishing financial protections, and documenting your wishes clearly.
Without a comprehensive estate plan, you risk leaving your family with complex, emotionally charged decisions and potential conflicts. Your assets might be tied up in probate, and without a clear directive, your medical care preferences may not be honored. Loved ones could be forced into costly court proceedings for guardianship or financial authority, causing unnecessary stress during an already difficult time.
With Love Legacy Trust's comprehensive estate plan, you gain peace of mind with a Durable Power of Attorney (POA) that allows a trusted person to manage your finances if you're unable. An Advance Healthcare Directive and HIPAA authorization ensure your medical decisions are respected, and your chosen person can access the information they need to advocate for you. This plan reduces stress on your family, avoids costly court procedures, and provides for an orderly transfer of your assets, allowing you to live your retirement years confidently and secure in the knowledge that your wishes will be honored.
Crafted by Experts
Our trusts are designed by one of the country's most influential estate planning attorneys. Unlike others who hire out, we’re attorney-owned, so you can trust the quality and expertise behind every document.
Guidance with each step
We make the process simple and clear, with educational tips at each step to boost your confidence. No legal jargon, just straightforward guidance.
Lower cost and hassle-free
Lawyers use these forms, too. We let you skip the middle-men and avoid the expensive lawyer fees. We provide the rigorous legal quality you expect for a fraction of the cost, giving you a hassle-free way to secure your legacy.
Ready to get started?
Why a Will is not enough
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
Trusts are an act of Love
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
ABC's of Estate Planning
Lorem ipsum dolor sit amet consectetur. Aliquam odio enim pharetra et. Diam varius magna lobortis consequat elit.
Ready to get started?