Flat Fee Living Trust $1,199
Limited Time Offer in Arizona
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Benefits of a Revocable Living Trust
Avoid Probate
Transfer your assets to your beneficiaries without court costs, attorney fees, personal representative fees, and other expenses. Keep your estate private and efficient.
Avoid Creditors
When your estate goes through probate, creditors have an opportunity to lay claim to your assets. A properly prepared Revocable Living Trust avoids this entirely.
Protect Minor Children
Assign guardianship and conservatorship over your children. Ensure your children are taken care of and your assets follow them—not end up in the custody of the state.
Protect Irresponsible Children
Have a child with poor financial decisions, drug addiction, or other concerns? Our trust package ensures their inheritance won't be wasted.
What Our Clients Say
"We needed to get our trust done immediately and he got us in right away, completed it quickly, and even helped execute and fund the trust. We were going to use Legal Zoom but would have spent over $800 without getting everything we got from Wealth Guardian."
— Lavern T.
"Very Professional. I was extremely impressed! My parents just got a stack of papers from their attorney, but mine was bound in a nice leather binder, with tabs and everything. They also provided the witnesses and Notary to make it official."
— Robert & Phyllis M.
"One attorney told me his price was higher because he provided marital agreement, which most trusts don't include. His price was $3,000. Wealth Guardian provided the Marital Agreement and other documents...all for $1,199."
— Craig J.
Our Process - What to Expect
Data Gathering
This 45-minute appointment provides us with the information we need to prepare your documents. You'll select which Trust Package fits your needs.
Document Preparation
We prepare your documents accurately and precisely. These are not templates or fillable forms, but customized documents just for you. Generally takes about a week.
Execution
We provide two disinterested witnesses and a notary public, ensuring everything is executed properly. You'll receive an electronic PDF and originals bound in a padded leather binder.
Transfer of Assets
Once your documents are completed and executed, we assist you in transferring your assets to your trust—commonly known as funding the trust.
Find the Right Plan for You
- ✓ Revocable Living Trust
- ✓ Certificate of Trust
- ✓ Marital Property Agreement
- ✓ Last Will & Testament
- ✓ Durable Power of Attorney
- ✓ HealthCare Power of Attorney
- ✓ Mental Health Power of Attorney
- ✓ Living Will
- ✓ Memoranda & Instructions
- ✓ Administrative Documents
- ✓ Customized Transfer Letters
- ✓ One Trust Transfer Deed
- ✓ Schedule of Assets
- ✓ Guardianship for Minors
- ✗ Creditor Protection Trust
- ✗ Divorce Protection Trust
- ✗ Bankruptcy Protection Trust
- ✗ IRA Beneficiary Trust
- ✗ Irrevocable Trust
- ✓ Everything in Complete Plan
- ✓ Creditor Protection Trust
- ✓ Divorce Protection Trust
- ✓ Bankruptcy Protection Trust
- ✓ IRA Beneficiary Trust
- ✗ Irrevocable Trust
- ✓ Everything in Ultimate Plan
- ✓ VA Planning Trust
- ✓ Medicaid Planning Trust
- ✓ Special Needs Trust
- ✓ Creditor Protection Trust
- ✓ Other Irrevocable Trust
