Top-Tier Online Wills and Trusts

Completemyestateplan.com is an online platform that provides tools for individuals to draft essential, modern, top-tier estate planning documents, such as online wills and trusts, through a simple and easy to use digital interface. Coupled with exceptional customer support, CompleteMyEstatePlan aims to be your go-to place for law firm quality documents at the lowest prices available.

Our Core Features for All Plans:

Unlimited Changes: All plans include one (1) year of unlimited document updates. After this period an additional one (1) year of unlimited document updates can be purchased at a low price.

Instructional Guides: Packages come with specific instructions for Executors (Will plans) or Successor Trustees (Trust plans). Customer service also aids in execution and follow up. These are invaluable tools for the persons you have chosen to settle your estate; allowing them to easily work through the steps with comfort and peace of mind. Our expert legal professionals are here for you every step of the way.

Review Tools: Law-firm quality trust plans include a Trust provisions summary and a Q&A section to help users understand their legal documents and provides a “refresher” when the meaning of provisions has faded from memory.

CompleteMyEstatePlan.com focuses on providing a comprehensive suite of vital estate planning documents to prevent the most frequent legal and financial oversights. We provide state-specific, law-firm quality documents designed to avoid the common, one-size-fits-all omissions found in cheaper online alternatives.

Key Omissions Addressed:

Incapacity Planning: Many people focus only on death, but we include Durable Powers of Attorney and Advance Healthcare Directives to ensure medical and financial decisions are handled if you become disabled or cannot make your own decisions. State-specific, valid, and containing provisions to make sure your agent has all the permissions and ability to make decisions on your behalf. Learn more about power of attorney documents here.

Outdated Designations: We encourage the coordination of non-probate assets, such as life insurance and retirement accounts, ensuring beneficiary forms match your overall estate goals. Often overlooked is the benefit that a quality estate plan can provide - protection for your heirs. Leaving an inheritance to your children is worthless if it is taken by a creditor such as a lawsuit, nursing home, or divorce. CompleteMyEstatePlan.com ensures you have law firm quality documents at the lowest online prices. Our customer support can assist you with choosing the correct beneficiaries and informing them of their rights.

Minor Protection: Our plans provides specific provisions for appointing guardians and setting up trusts for minor children, preventing assets from being managed by the court or distributed too early. We provide logical suggestions on guardianship successions, and answer questions as to the role and responsibility of the guardian position. Our online tools allow you to customize your estate plan and view options for common and unique provisions to distribute the inheritance to your beneficiaries.

Asset Categorization: Our system helps users organize an inventory of assets (including digital ones), a frequently overlooked step that makes administration difficult for executors. Having every questions answered and all information readily available for your executor makes their job easy and less stressful. A personal data entry section is provided so you ca organize your assets and wishes for your successors - giving them quick access to your instructions.

Trust Protectors and Special Trustees: Invaluable tools that only the top-tier documents contain which provide the highest standard of protection for your heirs. Without these a trust most likely will not offer any protection for the heirs, making the trust far less valuable. This separates CompleteMyEstatePlan from the competition; we make sure your documents are top tier at the lowest price available.

I am a professional and, since I could be sued for malpractice, I have heard I should have a Will instead of a Living Trust. Is this true?

No, you can and should have a Living Trust. You probably heard you should have a Will because the probate process limits the time a creditor has to present a claim against an estate. In some states now, a Living Trust can also limit the time. If this is the case where you live, the Trustee of your Trust can also do this. But if this is not the case where you live, the Trustee of your Trust can simply open a probate file when you die to see if any creditors have claims to present. If they do, then your Trustee would transfer out of your Living Trust just enough assets to satisfy the claim - the remainder of your assets would stay in your Living Trust and be protected from probate.

How do I know Congress will not eliminate Living Trusts?

It is possible, but not likely. Remember, Living Trusts have been around, in one form or another, for hundreds of years. When the Constitution of the United States was created, the states relinquished certain “states’ rights” to the federal government. However, one of these states’ rights that was not granted to the federal government is the right to create a “legal entity,” such as a corporation or Trust. This is the reason each state recognizes other states’ Living Trusts. Congress has little chance of invading this area of states’ rights.

Moreover, neither the state nor the federal governments receive income from probate, so there is no incentive for either to eliminate Living Trusts and make people go through probate. In fact, the states have every reason to encourage Living Trusts as a way to reduce the already overloaded probate court dockets.

However, estate taxes are a huge source of revenue for the federal government, so it is more likely that Congress will change the amount of the federal estate tax exemption, which it has done in the past. In fact, Congress is discussing lowering the federal tax exemption. That would be unfortunate, but would make Living Trusts even more popular because more people with smaller estates would benefit from federal estate tax planning with an A-B Living Trust.

Is a Living Trust recognized in foreign countries?

Yes. The 1961 Hague Convention decreed that parties to the Convention shall honor and recognize fellow parties’ notarized documents. More than 100 countries and territories, including the United States, have signed and honor the 1961 Hague Convention.

The bottom line: The value of a trust can diminish if the protective provisions are missing. If an estate does not have minor beneficiaries, a non-protective trust does not offer much nor is it very useful. A protective trust on the other hand is there for the beneficiary in case of a divorce, lawsuit, nursing home spend-down, financial aid issues, estate tax planning needs, bankruptcy, and more.