Revocable Living Trust Protection Package

Protect your home, your family, and your legacy —
with a trust-first estate plan.

Attorney-reviewed, trust-first estate planning — without traditional law-firm pricing.
Request information. We’ll follow up with an invoice and secure intake instructions.

What’s included

A complete, execution-ready estate planning package designed to help families avoid probate confusion and preserve intent.

Core Documents

  • Revocable Living Trust (Individual)
  • Pour-Over Will
  • Financial Power of Attorney
  • Healthcare Power of Attorney
  • Advance Healthcare Directive / Living Will
  • HIPAA Authorization

Family Protection

  • Guardianship nominations (if applicable)
  • Successor trustee role guidance
  • Beneficiary clarity for clean transfers

Practical Deliverables

  • Survivor’s Guide (plain-English next steps)
  • Asset Locator worksheet
  • Funding guidance (what to retitle / update)

How it works

A clear, structured process designed to set expectations and deliver execution-ready estate planning documents.

1

Request information

Submit a request to get started. WOLF confirms scope and outlines next steps.

2

Invoice & payment

WOLF sends an invoice. Document preparation begins only after payment is confirmed.

3

Guided intake & confirmation

You complete the structured intake and confirm accuracy before documents are prepared.

4

Document preparation

Documents are prepared using attorney-reviewed templates based on your inputs.

5

Secure delivery & execution guidance

You receive execution-ready documents with signing and notarization instructions.

6

Funding & coordination

Guidance is provided to help ensure assets are properly coordinated with the Trust.

WOLF uses attorney-reviewed templates grounded in well-established probate law. Our self-directed process gives families clarity, control, and execution guidance—without traditional law-firm friction.

How Estate Planning Works

A clear, one-page overview showing how trusts, beneficiary designations, and life insurance work together after death to pay expenses and transfer assets efficiently.

View the Estate Planning Overview →

Pricing

Priced competitively with leading online estate-planning platforms.

Individual Package

$399

  • Single grantor trust
  • Complete core document set
  • Execution-ready delivery
Request Information

Notarization and witnesses required. We provide execution guidance; you choose your notary/witness solution.

Request information

Send your request and we’ll follow up with intake instructions and next steps.

Frequently asked questions

Why does WOLF use individual revocable living trusts instead of a joint trust?

WOLF intentionally uses individual revocable living trusts for couples rather than a single joint trust. This design provides clearer ownership, cleaner administration, and faster settlement when one spouse passes away.

While joint trusts are common, they often introduce unnecessary complexity—especially around trustee authority, survivor decision-making, and asset division at the first death. Separate trusts reduce ambiguity and help ensure the estate is settled efficiently and according to intent.

For couples, WOLF prepares two coordinated individual trusts—one for each person—aligned for shared assets and consistent distribution, without the operational friction that joint trusts can create.

What happens after I submit a request?

We follow up with an invoice and intake instructions. After payment is confirmed and intake is complete, we prepare your documents and provide execution guidance.

What will I need to do after I receive the documents?

You will sign and notarize as required, then follow the funding guidance (e.g., retitling real property into the trust where appropriate and updating beneficiary designations).