A living trust that
actually gets set up.
Most people never finish their estate plan. Logan guides you through every step — from document generation to funding your trust — so your family is protected, not just promised.
LOGANRevocable Living Trust
Last revised May 2026
Pages
37 of 37 — complete
What is a revocable living trust?
A trust is a legal document that holds your assets during your lifetime and transfers them to your beneficiaries when you die — without probate court.
Revocable means you can change it anytime while you are alive — add assets, change beneficiaries, update trustees.
Unlike a will, a trust is private, immediate, and does not require a court to execute.
- Probate court required
- 12–18 months to settle
- Public record
- Up to 8% in attorney fees
- Direct transfer to heirs
- Effective immediately
- Private, sealed family record
- No court involvement
A will isn't enough.
Logan helps you create both — a revocable living trust and a pour-over will that work together.
Everything in your trust package.
Revocable Living Trust
The core document. Names your trustees, beneficiaries, and instructions for your assets.
Pour-Over Will
Catches any assets not transferred into your trust and funnels them in at death.
Certificate of Trust
A summary document banks and institutions accept instead of the full trust.
Schedule of Assets
A complete inventory of everything funded into your trust.
Trustee Instructions
Plain-English guidance for your successor trustee on what to do when the time comes.
State-Specific Compliance
Every document built to comply with California law, reviewed for accuracy.
Set up in as little as an hour.
Answer plain-English questions
We ask about your family, assets, trustees, and beneficiaries. No legal jargon. Takes about 45 minutes.
Your documents are generated
State-specific attorney-drafted templates are populated automatically. Legacy members receive attorney review before delivery.
Sign, fund, and protect
We provide state-specific signing instructions and plain-English guidance for transferring each asset into your trust.
No credit card required.
Most trusts never get funded. Ours do.
The most common estate planning mistake is setting up a trust and never transferring assets into it. Logan helps you catalog every asset you own, shows you which ones are in your trust, and provides plain-English retitling instructions for each institution.
- Real estate — We generate the deed and provide county recording instructions.
- Bank and brokerage accounts — Exact retitling instructions per institution.
- Retirement accounts — Beneficiary designation instructions (these stay outside the trust).
- Life insurance — Beneficiary designation instructions.
- Digital assets — Documented and inventoried.
Trust funding
Your assets
- Primary residenceFunded
- Joint checkingFunded
- Brokerage accountFunded
- Vehicle titleNot yet
- Vacation propertyNot yet
You need a trust if…
You own a home
Real estate is the most probate-exposed asset most families own. A deed transfer into your trust avoids probate entirely.
You have children
A trust controls when and how your children inherit, and names a guardian if both parents are gone.
You have a partner
Married or not, a trust ensures your partner inherits without a court deciding otherwise.
You have accounts at multiple institutions
Multiple accounts mean multiple probate proceedings. A trust consolidates everything.
You want privacy
Wills become public record. Trusts do not. Your family's finances stay private.
Your trust. Set up today.
One-time setup. First year free. No hidden fees.
Essential
Individual protection for the fundamentals.
First year free · then $99/yr
- Revocable living trust
- Pour-over will
- Power of attorney
- Healthcare directive
- Asset inventory and trust funding guidance
- Document vault and beneficiary management
Family
Full coverage for couples and growing families.
First year free · then $149/yr
- Everything in Essential
- Joint trust for two co-grantors
- Two pour-over wills
- Shared dashboard access
- Shared family vault
- Successor trustee portal
- Guardian designation for children
Legacy
Your personal estate planning attorney, on call year-round.
First year free · then $379/yr
- Everything in Family
- Licensed estate planning attorney reviews all documents before delivery
- Attorney-certified certificate of trust
- Annual 30-minute attorney consultation
- Unlimited attorney-reviewed amendments
- Priority support with attorney response
All plans include a 30-day money-back guarantee. First year of membership included with every plan. Annual renewal is optional — your documents are yours after setup. Membership keeps your plan current with life events, amendments, and continued vault access.
Compare every feature on the full pricing page.
Logan generates documents from attorney-drafted, state-specific templates built to comply with California law. Legacy plan members receive additional review and certification by a licensed California estate planning attorney before delivery.
Yes. Every document is generated from templates built to comply with California Probate Code requirements. Legacy plan members receive attorney certification confirming compliance before delivery.
Real estate, bank accounts, taxable brokerage accounts, vehicles, business interests, and personal property can all be transferred into a trust. Retirement accounts and life insurance policies are not transferred into the trust — they pass to named beneficiaries directly.
Yes. A pour-over will is included with every Logan plan. It catches any assets not transferred into your trust during your lifetime and directs them into the trust at death.
Yes. A revocable living trust can be amended or revoked at any time while you are alive. All Logan members can update their plan through their dashboard at any time.
Your estate goes through probate court — a public process that can take 12 to 18 months and cost up to 8% of your gross estate in fees. Your assets are distributed according to California intestacy law, not your wishes.
Looking for the full estate plan? See everything Logan covers.