Married Couple Trust (No Kids) and Complete Estate Plan
Comprehensive estate plan ready to go. Just answer some questions, download, and sign.
If you are a married couple without kids and want to leave your assets to your spouse, then to whoever you’d name, consider using these forms to create a joint trust, wills, powers of attorney, advance health care directives, HIPAA releases, and supporting documents.
The details
These are NOT one-size fits all documents. They are tailored to married couples without kids who have assets with a total value of up to $30 million.
If you are a married couple with children, or may have children in the future, consider the Trust and CompleteEstate Plan for Married Parents.
If any of the following apply to you, these forms are not recommended for your use and may not achieve your goals:
Not Married (i.e. single, in a registered domestic partnership, or long-term relationship that is not recognized as “marriage” under federal tax law) (If you have questions about continuing differences in how state and federal law treat marriage versus registered domestic partnerships, please contact me; there are still some legal distinctions)
Have children
Don’t want to leave all of your assets to your spouse first
Want to leave assets to your friend, other family members, or a charity and NOT your spouse (these forms do allow you to name friends, family, and/or charities to inherit AFTER your spouse)
Not a California (and United States) resident, or have international assets, citizenship, or residency
Already have a trust and need to update it
Investment — $950
A better way to DIY — with options from a lawyer
This DIY option was created by a California wills, trusts, and probate lawyer who has spent years drafting documents, administering trusts, and handling probate after things go wrong.
It’s designed to be comprehensive, not bare minimum. You’re guided through the questions that actually matter, and your documents are generated based on your answers — not left blank for you to figure out on your own.
Our goal is to make it straightforward to use a lawyer-designed solution, without the confusion, intimidation, or guesswork that comes with generic DIY templates.