Create your personalized, State-Specific living trust in 3 simple steps,

with Live support at every stage.

STEP 1

Answer Estate Questions

Our intuitive process with live guidance walks you through simple, step-by-step questions about your wishes and assets.

STEP 2
Review Your Custom Documents

Based on your answers, we generate your personalized, state-specific Living Trust and supporting documents for your review.

STEP 3

Finalize & Fund Your Estate Trust

Follow our clear instructions for signing/notarizing your documents. Then, transferring assets into your trust (funding) to ensure it works as intended.

WHAT WE DO

Our Premium Service

A Complete Estate Planning Solution

Our All-Inclusive Package

REVOCABLE LIVING TRUST

Our Revocable Living Trust Package is your comprehensive, all-inclusive estate planning solution designed to protect your assets, avoid probate, and ensure the well-being of your beneficiaries.

Unlike other services, we offer a complete package with no hidden fees or upsells, giving you peace of mind knowing everything you need is included.

With our expert guidance, we’ll walk you through every step of the trust creation process - from transferring assets into the trust to ensuring it’s properly funded and structured for maximum protection. We emphasize flexibility, providing you with a trust that can be easily modified as your life evolves, ensuring new assets purchased after the initial setup are seamlessly incorporated to avoid probate.

At Estate Trust Pros, we don’t create documents - we create peace of mind. Our team is dedicated to helping you navigate this critical process with confidence, ensuring your trust protects what matters most while preserving harmony for your loved ones. No Add-ons or Upsells.

Everything INCLUDED in Trust Package:

Declaration of Trust

Certificate of Trust

Pour-Over-Will

List of Trust Assets

Health Care Power of Attorney

Durable Power of Attorney

Personal Property Memorandum

Funeral Directives

Hipaa Authorization

General Assignment

Funding Instructions

Online Portal w/Secure Access

PLUS...

Quickclaim Deeds - Three Properties Free

Hipaa Authorization for Adult Children

Lifetime Trust Amendments

Complimentary Shipping

$1499 Per Individual, $1699 for Couple

(Limited Time Special Offer)

OUR STORY

Meet Julie Wahler

and Jeff Combs

Julie Wahler

Founder | Account Manager

Jeff Combs

Co-Founder | Client Relations

A Family Business Helping Families

At Estate Trust Pros, our mission is deeply personal. Founded in 2025 by siblings Julie Wahler and Jeff Combs, our company was born from a combination of professional expertise and profound personal experience.

Julie Wahler has dedicated her career to helping individuals and families navigate the complexities of estate planning. As a seasoned trust paralegal and consultant, she has guided countless clients through the intricate process of creating and managing trusts, ensuring their assets are protected and their wishes honored.

Jeff Combs brings a unique perspective to Estate Trust Pros. As a financial advisor, he understood the importance of estate planning in theory. However, it wasn't until tragedy struck his own family that he truly grasped its critical nature. When Jeff's wife passed away unexpectedly at a young age, the trust they had established—at her insistence—became a lifeline for their family. This experience transformed Jeff's understanding of estate planning from a financial consideration to a vital act of love and protection for one's family.

Inspired by their combined experiences, Julie and Jeff founded Estate Trust Pros with a singular goal: to help families avoid the stress and complications of probate while securing their legacies. They understand firsthand that proper estate planning isn't just for the elderly or the wealthy—it's an essential safeguard for every family, at every stage of life.

At Estate Trust Pros, we don't just assist you; we provide peace of mind.

Let our family help protect yours.

Common Questions

What happens if I don’t have a will or trust?

Without a will or trust, your assets will be distributed according to state law, which may not align with your wishes. Your estate could go through a lengthy and costly probate process, potentially causing stress for your loved ones

How can I protect my assets from probate?

There are several strategies to avoid probate, including setting up a living trust, using joint ownership, and designating beneficiaries on accounts. Our free AVOID PROBATE GUIDE offers comprehensive information on these methods.

What should I include in my estate plan?

A comprehensive estate plan typically includes a will, possibly a trust, power of attorney documents, and advance healthcare directives. The specific components depend on your individual circumstances and goals

How do I choose a trustee for my family trust?

Selecting a trustee involves considering factors such as financial acumen, integrity, and ability to manage family dynamics. Our AVOID PROBATE GUIDE provides detailed insights on trustee selection

When is the right time to start estate planning?

The best time to start estate planning is now. Life is unpredictable, and having a plan in place ensures your wishes are honored and your loved ones are protected, regardless of your age or asset level

How often should I update my estate plan?

It's advisable to review your estate plan every 1 to 2 years or after significant life events such as marriages, divorces, births, or major financial changes. Estate Trust Pros makes this easy.

What's the difference between a will and a trust?

While both are estate planning tools, a will goes through probate and becomes public record, whereas a trust can avoid probate and remain private. Our AVOID PROBATE GUIDE explains these differences in detail.

How can I minimize estate taxes?

There are various strategies to reduce estate taxes, including gifting, creating trusts, and charitable giving. The effectiveness of these methods depends on your specific situation and current tax laws

What is a power of attorney and why do I need one?

A power of attorney authorizes someone to act on your behalf if you're unable to do so. It's crucial for managing your affairs in case of incapacity

How can I learn more about avoiding probate?

Our comprehensive AVOID PROBATE GUIDE covers all these topics in depth and provides actionable strategies to protect your assets and ensure your legacy. Download it now to start securing your family's future.