A Trust is a legal entity created by a trustor (also known as a grantor) which owns or “holds” property and assets under the authority of a trustee, for the benefit of a third person, called the beneficiary. This legal document works to ensure your financial affairs are managed according to your wishes and helps avoid involvement of probate court. Creating a Trust can be an essential step to protect your wealth, assets, and ensure your estate is distributed according to your instructions.

A Revocable Living Trust is a revocable trust that you create during your lifetime, which is why it is called "living." It is revocable because while you are alive and have capacity, you can change the terms of your revocable living trust online. This type of Trust allows you to maintain full control over your trust assets, including real estate, property, and other assets, while helping to avoid probate. A revocable living trust online can be an ideal solution for individuals who want to manage their wealth efficiently while retaining flexibility.

Using Gentreo, you can create a Trust agreement that is originally funded with $10.00. Once you set up your Trust, you need to further transfer your assets into the Trust. For example, if you own a bank account in your name and want your Trust to own it, you must go to your bank and transfer your account from your name to your Trust’s name. You can also include real estate and other property as part of your Trust.

Trusts have one special advantage over Wills: generally, the court is not involved in the distribution of trust assets. With Wills, the court oversees the probate process, which can be expensive, time-consuming, and intrude on your family’s privacy. By using a revocable living trust online, you can avoid probate court entirely. The trustee can then legally transfer your property and assets to your chosen beneficiaries, protecting your wealth and loved ones without unnecessary legal complications.

A Trust only works if you have put trust assets into it. Transferring assets into a revocable living trust online often includes re-titling your property (such as your home or car) in the name of your Trust. Re-titling describes the process by which you transfer ownership from yourself individually to the trust as part of your estate plan. For example, you may own a house in your name; in order for it to become part of your trust assets, you need to transfer the deed from your name to the name of the Trust. This deed has to be recorded in your Registry of Deeds, or the equivalent in your state.

Sometimes, not every asset gets properly placed or re-titled into the revocable trust during your life. To help limit inconvenience to your loved ones, you can create what is known as a “Pour-over Will.” Upon your death, a Pour-over Will “pours” those trust assets of yours that were left out of your Trust into your Trust. With Gentreo, when you create your online living trust, you also create your Pour-over Will as part of that process, so you have a comprehensive Trust-based estate plan. When you complete the Gentreo Trust survey, you will also be asked questions to create the accompanying Pour-over Will, so both documents will be produced from the one survey, ensuring all property and assets are properly managed by your trustee.

If you don’t fund your Trust (for example, if you do not re-title your assets in the name of your Trust), your Trust will be ineffective.

Your Trust only has authority over the assets that are placed (or “funded”) into it. Any assets outside of your Trust will be subject to your Will, if you have one. If you have a “Pour-over Will” like the one we help you create, it makes sure any assets you don’t put into your Trust during your lifetime transfer into the Trust upon your death.

The trust package includes a revocable living trust and related documents, typically paired with a pour-over will which Gentroe provides so any assets outside the trust can be directed into it at death.

People with larger or more complex estates, privacy needs, multiple properties, or who want to simplify administration for loved ones often choose a trust over a will.

Funding means retitling assets (like bank accounts or real estate) into the trust. If you don’t, those assets may still need probate and won’t follow the trust’s instructions.

A properly funded trust can reduce or avoid probate for assets titled in the trust and keeps most details private, unlike a will that may become public during probate.

Many couples can use a joint trust to manage shared assets, though separate trusts may be better in some cases. Choose based on your state rules, assets, and goals.

Trust documents generally require signatures and often notarization. Local execution rules vary; follow your state’s requirements and any provided checklist.

Pricing typically includes a first-year fee and a lower annual renewal, with unlimited updates included so your documents can keep pace with life changes.

Yes, the workflows and templates are designed to align with state requirements, and ongoing updates help keep your plan current as laws or circumstances change.

Upload the signed documents to a secure digital vault and share view-only access with trusted contacts so they can quickly find what they need in an emergency.

Yes. With Gentreo, you can create a revocable living trust online and securely share it with beneficiaries. This digital solution lets you manage your trust assets efficiently and avoid probate court delays.