• Provide a sense of security for your loved ones with a living trust.

    This ensures a way for your family to easily divide your assets according to your wishes after you have passed. Anyone who owns real estate or has significant wealth should consider creating a living trust.

Ensure Privacy

Eliminate involvement of the court (probate) as you settle your affairs.

Minimize Estate Tax

Guarantee you pay the lowest estate tax possible. 

Hold Assets in Trust

Ensure your children don't receive their inheritance until they are mature enough to appreciate and manage the wealth they have received. 

Additionally, when you create 
a trust with Estate Guru:

A Lawyer is assigned to your file. 

At no extra cost, this lawyer will monitor your estate plan, ensuring documents are created, maintained, funded, and settled correctly.

Quick & Simple

Anyone who is over 18 can quickly and simply complete their POA, securing it for future use.

Secure Cloud Storage

Protect your documents from human error or unpredictable events (fire, flood, etc.) all while easily accessing them from anywhere through Estate Guru’s secure cloud storage.

Easy Access

Because your document is secured in the cloud, the person you appoint to be your financial power of attorney can more easily access it if necessary.