Revocable Living Trust

A revocable living trust to hold your assets, avoid probate, and stay private. Includes a 15-minute funding strategy call with Robert.

What's included

• Revocable trust
• Pour-over will
• 15-min funding call with Robert
• Attorney review

How it works

1. 1
   Submit your intake

   Tell us a few facts about you and the people involved.
2. 2
   Attorney drafts & reviews

   Robert personally reviews your draft for completeness and Massachusetts compliance.
3. 3
   Pay the flat fee

   We email you a secure payment link once your draft is approved.
4. 4
   Sign & deliver

   We send signing instructions. You sign in front of two witnesses and a notary, in our office or your own.