Comprehensive Online Estate Planning Services

Many trusts contain what is known as a "spendthrift" provision essentially stating that the inheritance will not be subject to the claims of the beneficiary's creditors.

While this provision, if included, can be effective after the trust creator dies but BEFORE the beneficiary receives the inheritance; it almost always fails to protect AFTER the beneficiary has received the inheritance, even if the monies are still held in the trust. Without any protections the trust loses nearly all of its value to the beneficiaries.

CompleteMyEstatePlan trusts contain protective provisions that give the maximum protection both BEFORE and AFTER the beneficiary receives his or her share of the trust estate - making sure that the inheritance goes to the beneficiaries as you intended. This post-distribution protection is but one of many ways we separate ourselves from the competition - top tier estate plans at the lowest online prices. Read more about this protection here.

Most online document sites take a "quantity over quality" approach to their business model passing along massive marketing costs to their clients. Moreover, a common question is: "What good is the expensive attorney add-ons if the document is still lacking vital provisions?"

Here at CompleteMyEstatePlan we feel that providing the highest quality documents coupled with excellent customer service is the best way to grow a business. Making a Will or making a trust should be easy and efficient, and give you the peace of mind that your online estate planning documents are the best value you can find. Putting all of those together is what separates CompleteMyEstatePlan from its competition. See our posts about trust protectors

While the protections that high quality trusts can provide beneficiaries is probably the most valuable aspect of trusts, they also have other benefits:

1) Probate Avoidance

2) Special Needs protection

3) Control over distributions

4) Tax benefits

5) and more.

Unlike our competition, CompleteMyEstatePlan's trusts have every protection and benefit available.

The main question to ask: If I'm paying the same price (or even less) - then why not have a trust that covers everything?

Protection when its needed. No burden when its not. Its simply a set of tools waiting to be used - tools that only the top tier estate plans contain. It is what separates us from the competition. Having a big toolbox only provides more protections - especially when the toolbox is less expensive than the competition!

These protections that we include in your estate plan don't create any additional burdens or confusion. They are simply protections that are waiting to be implemented when the time comes - making sure your assets are protected for your beneficiaries for years to come.

Last Will and Testament: A legal document detailing how a person (testator) wants their assets, property, and personal items distributed after death.

Health Care Power of Attorney: A written, notarized document which you designate a person to conduct medical decisions on your behalf.

Financial Power of Attorney: A written, notarized document in which one person gives another the power to conduct certain on financial act his or her behalf.

Living Will (Advance Directive):  Specifies desires regarding life-sustaining measures and medical treatment if you become incapacitated.

HIPAA Release: Written authorization allowing healthcare providers to disclose a patient’s Protected Health Information to third parties (e.g., family, power of attorney agents)

Personal/Financial Data Section: A comprehensive list of personal wishes and an inventory of the property and accounts intended to be governed by the estate.

Instructions for Executor: Step-by-step guidance regarding the role and responsibilities of an executor.

Unlimited changes for 1 year: Free updates/changes for one (1) year from the date of purchase.

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Revocable (Living) Trust: A legal document detailing how a person (Settlor) wants their assets, property, and personal items managed (by a Trustee) during their lifetime and distributed after death.

Summary pages: A layman's section with simple to understand language that covers every article and section of the trust. A valuable tool that acts as a "refresher" course when revisiting the trust provisions.

Last Will and Testament: A legal document detailing how a person (testator) wants their assets, property, and personal items distributed after death.

Health Care Power of Attorney: A written, notarized document which you designate a person to conduct medical decisions on your behalf.

Financial Power of Attorney: A written, notarized document in which one person gives another the power to conduct certain on financial act his or her behalf.

Living Will (Advance Directive):  Specifies desires regarding life-sustaining measures and medical treatment if you become incapacitated.

HIPAA Release: Written authorization allowing healthcare providers to disclose a patient’s Protected Health Information to third parties (e.g., family, power of attorney agents)

Personal/Financial Data Section: A comprehensive list of personal wishes and an inventory of the property and accounts intended to be governed by the estate.

Instructions for Successor Trustee: Step-by-step guidance regarding the role and responsibilities of an successor trustee.

Unlimited changes for 1 year: Free updates/changes for one (1) year from the date of purchase.

Start your estate plan today

Technology has allowed quality document preparation to become very efficient - even at law firms. While most online provides have huge marketing costs and law firms have enormous overhead costs and expenses, CompleteMyEstatePlan focuses its budget on customer service and top quality documents - making sure your estate plan is the best value available today.

Yes. CompleteMyEstatePlan provides digital copies of your documents that can be downloaded. You can also request hard copies (physical) documents (a small shipping fee may apply.) These options are available after you make your will or create a trust.

A Trust Certification provides the minimum "proof" requirement to financial institutions while keeping your full trust document private. A Trust Summary is a layman's explanation of your entire trust document - a unique feature only found in CompleteMyEstatePlan trust packages.

Most attorneys free up their time by using templates or "trust mills" to create their documents - this sometimes leads to gaps & omissions. CompleteMyEstatePlan focuses solely on estate planning and uses their team of legal experts to constantly review and update their industry-leading legal documents.

A transfer on death deed (sometimes called a beneficiary deed) will avoid probate provided the beneficiary is alive. However, a trust can have contingent beneficiaries which can be updated at a much lower cost vs. recording a new deed each time a beneficiary needs to be changed. Moreover, a good trust can also protect the inheritance from the beneficiary's creditors whereas a TODI deed offer no such protection. Learn about other beneficiary designations here.

No. It does not matter whether you or your Trust owns your home - you are still qualified for the capital gains tax exemption when you sell your home.

Yes. Since you are still in control of your assets and since a Living Trust has no impact upon your income taxes, you will continue to file your income and expenses as you have done in the past.