Online Living Trust 2018

Online Living Trust 2018

http://store.nolo.com/products/online-living-trust-nntrus.html

Online Form

Price: $59.99

Online Living Trust 2018

Create your living trust online right now!

Create your living trust online right now! Make a living trust document that's legally valid in your state* to ensure that your property bypasses lengthy and expensive probate proceedings and goes directly to the people you've designated. The Online Living Trust is easy to use, thorough – and you can save your progress at any time. Plus, get secure 24-hour online access to your trust document, instructions for what to do when your document is complete, and enjoy unlimited revisions for the length of your subscription.

With the Online Living Trust you can:

  • Name beneficiaries to inherit your property
  • Designate trustees of your trust
  • Create children's subtrusts
  • Avoid probate
  • And much more!

One year access to your living trust document.  One trust per purchase.

Trying to decide between our estate planning products? Click here.

*Estate planning documents not valid in Louisiana, U.S.Territories or Canada.

Product Details

Avoid probate with a legally valid living trust

With help on every screen, you'll be able to create your living trust quickly and easily. And, Nolo offers exceptional customer service by email or telephone, with additional help from our experienced technical support team.

Protect your family, quickly and easily. Save on legal fees and time with Nolo's comprehensive online living trust. Don't delay, get your affairs in order now!

You can trust Nolo

For over 40 years Nolo has been publishing affordable, plain English books, forms and software on a wide range of legal and business issues, including estate planning, small business, personal finance, housing, divorce and intellectual property. Everything we publish is regularly revised and improved by our staff of lawyer-editors, to make sure that it's the best it can be. We pay close attention to changes in the law and we'll make sure your online legal documents stay legally up to date.

  • "In Nolo you can trust."
    -- The New York Times
  • "When it comes to self-help legal stuff, nobody does a better job than Nolo."
    -- USA Today
  • "Best legal self-help site on the Web."
    -- Yahoo!

Please note We believe accurate, plain-English legal information should help you solve many of your own legal problems. But it's not a substitute for personalized advice from a knowledgeable lawyer. If you want the help of a trained professional-- and we'll always point out situations in which we think that's a good idea-- consult an attorney licensed to practice in your state.

Online Living Trust FAQs

   About Living Trusts

   Making a Living Trust with Nolo's Online Legal Forms

What is a living trust?

You can use a living trust to leave your property to others. You make the trust document, sign it in front of a notary public, and then transfer your property into the trust. During your life you, as the trustee, have complete control over the property in your trust. When you die, the person you named as "successor trustee" passes your trust property to the people you named as beneficiaries.

The main advantage of making a living trust is that, unlike a will, property that passes through your trust does not have to go through probate after your death. This will spare your family the expense and delay of probate proceedings.

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Do I need a living trust?

If you have valuable property, such as a house or large bank accounts, using a living trust to avoid probate may save your family time and money. On the other hand, if you have only a modest estate you may not need a living trust -- a basic will may be enough. Depending on your state's laws, your property may be able to go through simplified probate procedures for "small estates."

For more on living trusts, see the Estate Planning section of www.nolo.com.

To begin creating your trust, visit the Nolo's Online Trust page at the Nolo website.

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I already have a living trust. How do I make changes to it?

If you made your trust using Nolo's Online Living Trust - and you're within your subscription period - you can make changes by signing into your account. Read more about this below in What if I want to change something later?

For more on living trusts, see the Estate Planning section of www.nolo.com.

If you did not make your trust with Nolo’s Online Living Trust (or you did, but your subscription expired), then you can either 1) amend your existing trust using a Living Trust Amendment, or 2) revoke your existing trust using a Living Trust Revocation and make a new one.

Learn more about making changes to your living trust.

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If I make a living trust, do I still need a will?

Yes, you always need a will. A will provides a backup plan for any property that doesn't make it into your trust. For example, if you acquire new property and don't add it to your trust before you die, that property won't pass under the terms of the trust document. You can use a will to name someone to inherit property that you haven't left to a particular person or entity in your trust.

You also need a will to name a guardian for your children.

For more information, or to begin creating your will, visit the Nolo's Online Will page at the Nolo website.

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Are there drawbacks to using a living trust?

The main drawback to a living trust is paperwork. Making the trust document itself is no more difficult than making a will. But unlike a will, you must get a trust notarized, and you must make sure that ownership of all the property you listed in the trust document is legally transferred to you as trustee of the trust.

If an item of property doesn't have a title (ownership) document, you can simply list it on a document called an Assignment of Property. Nolo's Online Legal Forms does this for you when you make your trust.

But if an item has a title document -- real estate, stocks, mutual funds, bonds, money market accounts or vehicles, for example -- you must create a new title document to show that the property is held in trust. For example, if you want to put your house into your living trust, you must prepare and sign a new deed, transferring ownership to yourself as trustee of the trust.

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What other estate planning documents might I need?

In addition to a living trust, you might consider making: a will, a health care directive (to appoint someone to make health-related decisions if you become too ill to do it) and a power of attorney (to allow a trusted person to arrange your affairs if you can't). Learn more about these documents and how they can help your family at www.nolo.com.

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What do I get with Nolo's Online Living Trust?

When you purchase a Nolo Online Living Trust, you get:

  • your living trust document
  • an assignment of property
  • a certification of trust
  • a revocation of trust (for later use), and
  • detailed instructions on how to use these documents.

Then you can come back to Nolo's Online Legal Forms to:

  • revise your trust (this is called amending and restating your trust)
  • create a certification for your trust, or
  • create a revocation for your trust.

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What information do I need to make my living trust?

It will be easier to make your living trust if you've gathered some information first:

  • an inventory of the property you want to leave through your living trust
  • a list of beneficiaries
  • a list of alternate beneficiaries
  • a list of young beneficiaries who might require property management until they become adults, and
  • a list of your first and second choices for successor trustee.

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How long will it take to make my living trust?

You will make your living trust in three stages:

  1. Make the trust document. Making your trust document could take as little as a few minutes. But a living trust is an important document, so don't rush. Put aside an hour or two to think about your wishes.
  2. Have your trust notarized. After you make the document, you need to sign it in front of a notary public. It shouldn't be hard to find a notary public near you, or you can have one come to you (this will cost more).
  3. Transfer property into your trust. How long this takes depends on what type of property you put in your trust. Items without title documents are transferred by the Assignment of Property form that prints out with your trust document. However, items with title documents -- like real estate, cars or stocks -- may take a few weeks to transfer because you must have the title documents changed.

You'll get detailed instructions for finalizing your trust when you print out your trust document.

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How long will you store my personal information?

Nolo stores your personal information for the length of your subscription. During that time, you can return to Nolo's Online Legal Forms to revise your living trust by making an amended and restated living trust. You can also return to Nolo's Online Legal Forms to print a certification or a revocation of trust at no additional charge.

If you do not want Nolo to keep your personal information, you can delete it at any time.

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What if I want to change something later?

You have access to your Online Living Trust for a year from the purchase date. During that time, you can revise your trust (this is called amending and restating your trust), create a certification for your trust, or create a revocation for your trust.

To access your living trust after you've purchased it, sign in to Nolo's Online Legal Forms at https://nolonow.nolo.com/noe/index.php. On Your Home Page, click on the "edit" link under the name of your trust.

You can't edit your completed document directly -- you'll need to find the document interview screen that has the answer you want to change, make the changes, and then download the revised version of your trust.

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Do I need a lawyer to make a living trust?

Making a trust requires thought and attention to detail, but it does not require a law degree. We'll walk you step-by-step through the process of making your own living trust, giving you help on every screen. And if a situation arises in which you might benefit from the advice of a lawyer or other expert, we'll be the first to tell you.

For example, you should see a lawyer before making your own living trust if:

  • you think that you or your spouse may leave assets worth more than $2 million
  • you anticipate family fights over your property, or
  • you want to set up a long-term trust for a child with special needs.

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What if I have questions along the way?

Nolo's Online Legal Forms provides extensive legal and practical information to help you every step of the way. On the right side of every screen in the interview, you'll see information about the choices you're making right then.

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Why can't I use Nolo's Online Living Trust in Louisiana?

Nolo's Online Living Trust is not appropriate for residents of Louisiana or the U.S. territories.

Nolo does not provide estate planning products for Louisiana. Louisiana's estate planning laws differ significantly from those in the other 49 states. If you have questions about Louisiana estate planning, see a local lawyer.

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What will my completed living trust look like?

To see a sample of a Nolo Online Living Trust, click the link below. Of course, this is just a sample; your document will reflect your property, your circumstances and your state's laws.

Sample trust

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Customer Reviews

4.4
37 Reviews
5
57%

4
27%

3
11%

2
3%

1
3%

Great Product by Denise H.
Great Product, very informative and simple to use. (Posted on 4/20/2018)

Review by Cecilia G.
Excellent customer service. Great Product they guide you step by step . (Posted on 4/2/2018)

Review by Jon U.
Very happy with the trust document. Easy to understand and work with. Seems thorough. (Posted on 3/23/2018)

Very worth the money by Richard B.
The living trust form couldn’t be easier. Excellent product. However it does not lead into the complexities of a trust very well, as I learned from a legal expert in discussing the NOLO trust form later. Still, adaptable (but the user may need to do some homework to extend it or customize it). (Posted on 3/16/2018)

Good Form by ROBERTA B.
Very nice form, just what I wanted. Only suggestion: give a more complete description of the legal definition of the real property you are placing in the trust. (Posted on 3/16/2018)

2018 Trust, Excellent by Lino G.
Excellent! (Posted on 3/13/2018)

My Review of Nolo's Living Trust Program by Linda R.
A star rating is not important here as I have no means of comparison upon which to place a star rating, but I cannot submit my review without placing one. I can say that the program and the format have been to my satisfaction. The program provides plenty of guidance and supplemental instructions and information toward filling out and finalizing the document. It is state-specific and that is very important due to the many legalities involved in this document. While it is not a sophisticated program and does not allow for making additions or modifications to the form (understandable), it contains the essentials, is easy to read, and serves my individual purposes in this matter very well. Support is available, and the purchase covers an entire year during which I can update, revoke terms, or make an entirely new document. In these respects, the $60 purchase offers ample value for me. (Posted on 3/1/2018)

Nolo made it easy to create our own Living Trust by Gerald H C.
We had recently attended a Living Trust seminar, where "professionals" offered to prepare our simple trust (only one tract home, a car and normal household possessions) for about $3,000. It seemed the right way to avoid wills and probates, but we did not have the money to do it. Then someone recommended this online software. In spite of my being on the verge of turning 80, I decided to tackle it. I was amazed how simple it was to purchase and to use. From the seminar I had some idea of the variables, and decisions that would have to be made. At every turn, and with each question in Nolo's interview process, the options were presented with simple explanations of the ramifications of each choice we might make. With Nolo's simple guidance, we were never in doubt as to what choice we should make. And occasionally, when I felt a desire to learn more about legalities, they always had a link or two to more in depth education. I was comfortable all the way through the process. I was also grateful that since I did not finish it all in one session, when I came back to do more, it was right there waiting for me to resume where I left oft. To tell the truth, I think I trusted this process a lot more than I would have if we had had the money to meet with professionals who most likely had an agenda to finish us off as fast as they could so as to move on to the next client. Thank you Nolo for such a great public service. (Posted on 2/13/2018)

Simple, limited, but expandable by Girard M.
It's limited. The template is OK but I needed to make multiple additions. The saving grace is that you can convert to Word and edit at will. Agree with other reviewer that special directives should be provided, likewise the beneficiary section should include income and remainder options. with the change in tax laws, a simple life estate/remainder feature would not get into QTIP issues for most trusts below the new exemption, so tax law becomes less or a boogeyman. (Posted on 12/17/2017)

Nolo Online Trust Program by TMJ
The program worked great, easy to fill out online and print. I took the trust down to my local bank to have my signature notarized. The following day I went to my county assessor office and filed the paperwork with the county with no problems. Super easy! (Posted on 12/9/2017)

Review by Consuelo L.
So Happy to find this product. Easy to do with clear
Instructions. I saved a ton of money by doing it this way. Thank you (Posted on 12/9/2017)

Review by David B.
Needs the ability to add condition of gifted items (Posted on 11/7/2017)

Simple and user friendly by Dana B.
Simple and easy to follow. Brought several things to my attention that I had not thought of. Easy to stop and go back to also. (Posted on 11/6/2017)

Great but needs more trustee instructions by David B.
This is a good product I wish it had more option to add special instruction for the distribution of money and property for the trustee to follow (Posted on 9/7/2017)

Easy to Use Product by Cheryl S.
Good basic product for establishing a living trust. Covered the salient points and was extremely easy to use. Would recommend it to anyone with assets they are trying to retain for future generations. (Posted on 9/4/2017)

Simple but bare-bones, inflexible and limited by Girard M.
Disappointed. Having used another living trust template before, I was surprised at how little this one had to offer. They need to have sections for special directives and additional provisions. I'd consider this a bare-bones template. (Posted on 8/25/2017)

Product Creates Ease of Mind by Donald M.
I purchased this product several years ago and found it very easy to establish a living trust, and I recently renewed my subscription to this product, because I need to make changes in the trust as certain areas of my trust are different than they were several years back. The product is easy to use, has all the features needed to set up a living trust, and explains all the areas very well. You can feel good that you have completed what you need without a lot of legal fees. It delivers a very good product for the price. (Posted on 7/2/2017)

Legal help for less Attorney fee. by Anonymous
Easy to use. No hard legal terms. Explained for the understanding of a common man. (Posted on 6/9/2017)

Easy peasy by Anonymous
Seemed so darn easy I'm a little nervous that I did something wrong. Will check all their tips and links to be sure I completed it correctly. (Posted on 5/29/2017)

Get it done by Rebecca
Not as daunting as I thought. I just have to do the house deed transfer into the trust, notarized it and will be done. That is the only part that seems tricky, hopefully it will be a simple 2 trip process. (Posted on 5/25/2017)

Now we can get on with our bucket list travels with clear consciences! by Anonymous
We have simple needs but only one adult child to pick up matters should we both be gone. We wanted it to be as easy and inexpensive as possible for him to take care of affairs. We first read the "Plan your Estate" book from Nolo, then bought the will maker and online trust maker. We are all set now! It was so good to get this done. Now we can get on with our bucket list travels and know that if something happens to one or both of us, matters are in the hands of people we trust with cogent instructions on what to do. Thanks. (Posted on 5/10/2017)

Review by Anonymous
I found the form easy to complete and make changes. If I encounter any problems using it in MN I'll let you know. I'm in the process of having property put into the trust. (Posted on 5/4/2017)

Review by Anonymous
Very helpful. All documents are notarized and I'm in the final stages of recording grant deed, etc. I was anxious when I began, and took the process very slowly, but as I continued, it became easier than I had expected. (Posted on 4/14/2017)

Wish I had done this years ago. by Anonymous
Hard to imagine spending hundreds (thousands?) of dollars on an attorney when this was so fast and easy. I own a business and have a child. Thought this would be complicated but I completed the whole thing in about 30 minutes. What a relief. (Posted on 4/11/2017)

Review by Anonymous
I thought that the online form was easy to understand but with minor obstacles. It would be great if there was a number that your clients could call to find some answers to simple questions that did arise from filling out the form. Overall it does save the considerable lawyers fees of seeking out an attorney. (Posted on 4/4/2017)

Review by Anonymous
Easy and met my needs for a simple trust. (Posted on 3/2/2017)

Accomplished by Anonymous
Living trust has satisfied my needs and I feel comfortable about my legal needs for me and my family. (Posted on 2/22/2017)

Easy to use by Anonymous
Efficient tool and gets the job done quickly (Posted on 2/17/2017)

Great for a Simple Trust by Anonymous
I had a basic Revocable Living Trust basically created the day I ordered this. I did spend a week reviewing it, before finalizing. I think it is a great program if you need a basic trust. If you need more complicated items, it may not be detailed enough. For example, I considered putting some donations to organizations we support, but could not figure out how to make sure that was done only after my wife dies. I want to make sure she has access to all our assets if I die first. It's OK because I can find another way to make those donations outside the trust. Our trust is finalized now at a very affordable price, considering lawyer could cost thousands of dollars. (Posted on 2/13/2017)

very basic by Anonymous
Very basic without a lot of options. I made various customization by creating an amendment. It would be nice if the program at least helped provide a way to amend it. (Posted on 2/3/2017)

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