Married Parents Trust and Complete Estate Plan

Comprehensive estate plan ready to go. Just answer some questions, download, and sign.

If you are a married parent and want to leave your assets to your spouse, then equally to your kids, consider using these forms to create a joint trust, wills, powers of attorney, advance health care directives, HIPAA releases, guardian nomination, and supporting documents.

GET STARTED TODAY

Before you start:

If you are a married couple without children, consider the Trust and Complete Estate Plan for Married Couples Without Kids.

All plans are gender neutral to support inclusivity of all people including non-binary individuals and same-sex couples. Check out our FAQ for more information.

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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) NOTE: If you have questions about continuing differences in how state and federal law treat marriage versus registered domestic partnerships, please contact me

  • Don’t have kids and don’t plan to have kids

  • Don’t want to leave all of your assets to your spouse, and then equally to your kids

  • Want to leave assets to your significant other, friend, other family members, or a charity

  • Want to disinherit a family member

  • Not a California (and United States) resident, or have international assets, citizenship, or residency

  • Have kids with special needs

  • Already have a trust and need to update it


Investment — $950

CHOOSE THIS PLAN

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.

The goal is simple: make it straightforward to use a lawyer-designed solution, without the confusion, intimidation, or guesswork that comes with generic DIY templates.

If you’re not sure this is for you, let’s talk.

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Young Adult Legal Foundations Package

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Single Parent Trust and Complete Estate Plan