Estate plans to protect you and your family

Look after yourself and your loved ones with a last will and testament, living trust, and more.

Why getting an Estate Plan is important

An Estate Plan is more than just a set of legal documents. Estate Planning is how you take care of your family’s needs now and in the future. Access step-by-step support from experienced attorneys.

Provide for your loved ones

Let your family continue to benefit from everything you’ve worked to provide for them. Give everyone peace of mind.

Protect your young children

Choose a trusted guardian to take care of your minor children should anything happen to you.

Communicate your wishes

Appoint people who know you well to make the financial and healthcare decisions you’d make for yourself when you’re not able to.

What are the main components of an Estate Plan?

What's a last Will and Testament?

Legally empowers you to pass on your assets after your death. You can also nominate guardians for your minor children.

What’s a Living Trust?

Like a Last Will, it allows you to choose who will receive your assets after your death. But Living Trusts allow your family to avoid probate court.

What’s a Financial Power of Attorney?

Designates a person to make decisions about your financial affairs if you’re unable to do so yourself.

What's a Healthcare Directive?

Gives instructions for medical staff about what treatments you want to receive if you can’t communicate. It can also appoint someone to make these decisions on your behalf.

How to set up a Living Trust

Answer a series of questions

Choose someone to settle your affairs, decide what you want to leave to loved ones or charities, and name a guardian for your minor children. We'll use your answers to create your living trust.

Review with an attorney or on your own

Your Living Trust will be viewable in your account. Simply print and complete using our instructions or do a final review with an attorney over the phone.

Fund your living trust

Use our funding guide to start transferring the ownership of your assets from yourself to your trust. Once it's signed, you'll transfer ownership of your assets into the trust but still remain in complete control of your property.

Why use Meta Gen Solutions to set up your living trust?

Easy & convenient

Create your Living Trust Estate Plan simply by answering some questions from the comfort of home. No trips to lawyers’ offices needed.

Accepted in all 50 states

Enjoy peace of mind knowing our Living Trusts are accepted in all 50 states.

Frequently asked questions

A Last Will is quicker and easier to set up, but it needs to go through the court probate process after your death. Probate court can be time consuming and expensive, depending on your state.

A Living Trust allows your loved ones to avoid the potential hassle of probate court. But trusts require you to change the title to most of your assets, which means more paperwork and ongoing maintenance.

As long as you're over 18 years old, there's no wrong time to start estate planning or to speak to an estate planning attorney. Most people start estate planning after a major life event such as getting married, buying a home, or having kids, or after a death in the family. But everyone can benefit from planning ahead. You can always start by speaking with an estate plan attorney.