Estate Planning Document Preparation

Protect your family with a clear, complete estate plan — without the legal runaround.

Guided Trust helps you put a trust, will, and healthcare directives in place, prepared correctly and explained in plain English, from start to finish.

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Every document your estate plan needs

Each document is prepared to reflect your wishes and coordinate with the rest of your plan — nothing is left to guesswork.

01

Revocable Living Trust

Keeps your estate out of probate and puts you in control of how and when your assets pass to your family.

02

Pour-Over Will

Catches anything left outside your trust and directs it where it belongs, and names guardians if needed.

03

Durable Power of Attorney

Names someone you trust to manage your finances if you're ever unable to do so yourself.

04

Advance Health Care Directive

Puts your medical wishes in writing and names who can make health decisions on your behalf.

05

Deed Transfers

Retitles real property into your trust so your home and other real estate avoid probate too.

Straightforward, personal, and built for your peace of mind

1

Personalized Guidance

We walk through your situation directly with you, not a generic online form.

2

Plain-English Process

No legal jargon. You'll understand exactly what each document does and why it's there.

3

Transparent, Fixed Pricing

Know your cost upfront. No hourly billing, no surprise fees along the way.

4

Fast Turnaround

Most complete plans are drafted and ready for your review within days, not months.

Three steps from first call to a finished plan

01

Free Consultation

We learn about your family, your property, and your goals — no cost, no obligation.

02

We Draft Your Documents

Your trust, will, and related documents are prepared and sent to you for review.

03

Sign & Protect Your Family

We guide you through signing and, where needed, notarizing and recording your documents.

Ready to get your estate plan in place?

Schedule a free consultation and we'll walk you through your options.

Schedule a Free Consultation

Prefer to talk first? Call (385) 293-3313