Help your clients build a comprehensive estate plan in less than an hour.
Built for advisors, by advisors.
Most clients complete their own estate plan in under 60 minutes guided by our intuitive software.
Built-in explainer videos and sample answers guide them seamlessly at every single step.
Complete with a pre-filled Quit Claim property transfer, delivered in a professional printed binder.
"I can't recommend EZ Living Trust highly enough — they made the entire process seamless and stress-free! Their team was incredibly responsive and professional."
Yes. Our upcoming White-Label Partner Portal allows you to add your own document assistance fee and brand the experience for your clients, creating a seamless new revenue stream for your practice.
No. EZ Living Trust provides a software solution guided by explainer videos and sample answers. It is designed for most working-class clients to complete their own estate plan comfortably without high attorney fees.
Most clients complete the online questionnaire in under 60 minutes. Once submitted, we priority ship the complete, printed binder in 3 business days.
Yes. Our documents are comprehensive and state-specific. Once your client receives their binder, they simply need to follow the included instructions to sign with a local Notary Public and two witnesses.
Request a short demo or ask us anything. We'll show you how easy it is to present this to your clients.