If something happens to you…

Who will run your business?

Will they do what you want?

Use this Living Trust / Estate Plan software template to be sure.

Get started with this comprehensive software system, analyze your estate value, allocate assets, save on legal fees.

JIAN Living Trust Builder estate planning software template for business owners

Whether your estate is worth $500,000 – $50 million,
Living Trust Builder helps you write a living trust quickly and easily

Menu-driven from start to finish, Living Trust Builder provides entrepreneurs and business owners with the most sophisticated living trust development software and document templates available to organize your wishes, calculate your estate, and express your desires with clarity.

Living Trust Builder chunks living trust preparation into a series of short sections that help you to address every aspect of your estate plan.

One thing about Living Trust Builder is you’ll appreciate all the things you’ve accumulated what you have you been enjoying all your life. In choosing your team will to take over upon your departure, you’ll assess and appreciate the qualities of the people around you.

Get started with this comprehensive software system, analyze your estate value,
allocate assets, save on legal fees.

Living trust designed especially for business owners.

Special benefits for business owners

If you’re like many business owners, your business is your life’s work. In a way, it’s the child and fruit of all your labors. And you want it to carry on. A living trust gives you a way to help ensure that the business you’ve worked so hard to build all your life continues to thrive. Is your family capable of running the business together? Or would they fight and sue each other over control, and destroy the business in the process? You can name a successor you feel is competent and capable. You can designate which valued employees you’d like to make sure still have a place in your business.

If you have a business partner, or partners, you should insist that they get a living trust as well, so you don’t find yourself suddenly partnered with a kooky ex-spouse if something should happen to them. We include a General Partnership Agreement as well as a Corporate Buy-Sell agreement.

Business succession planning reflects well on you and your company if investors raise concerns. Thus you can enjoy the benefits of sound planning from the minute you activate your living trust.

The secret to success is to own nothing, but control everything.
~ Nelson Rockefeller

Success comes when you establish a layer of protection that allows you to take risk. Risks are a necessary part of being a business owner, but you don’t have to step into it unconsciously. In this day and age, asset protection is no longer an option. No company, regardless of size is immune from litigation. In fact 57% of lawsuits are filed against businesses making less than a million dollars.

Living trust software template menu

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Do you know that you need a Living Trust?

estate planning living trust asset allocation worksheet excel

Click to see your Estate Value calculation worksheet

If you’re single and have assets over $5,340,000, or combined assets of $10,680,000 if you’re married (or if you have parents or grandparents who fit into this category), keep reading. You need a living trust.

If you don’t get one, you’ll be giving hundreds of thousands to the government when you die, rather than passing your hard-earned assets on to your heirs.

The good news is, Living Trust Builder gives you the mechanisms and sound planning advice that can often save you from paying every cent of estate taxes, gift taxes and probate fees. And, if your estate is so large that some estate taxes are inevitable, we can teach you a smart way to avoid paying them through a strategic life insurance plan. Of course, none of us wants to think about “the end,” but knowing that you’ll finally win the tax battle with the IRS might make the thought a little easier.

 

How to control your legacy

A living trust gives you more than just potential tax and probate savings. It also provides control. Control over how your affairs are managed after you pass on. Control over what happens to your business. It even gives you more control when you’re alive, by providing specific provisions on how you want to be cared for in the event of serious illness or incapacity, and how you want your affairs to be managed during that time. And when you know you’ve planned for every contingency, it gives you something even more priceless – peace of mind.

On how much to leave your kids… “The perfect amount is enough money so they would feel they could do anything, but not so much that they could do nothing.”
– Warren Buffett

On how much to leave charity… “99% of what I have will go back to society through philanthropy, because I’ve been treated extraordinarily well by society…”
– Warren Buffett

Could YOU be put in a home against your will?

Plain-English documents are easy to understand
and update as you need in the future.

Living Trust Builder is the most complete and up-to-date trust package on the market, developed by experienced estate planning attorneys who’ve been preparing living trusts for 30 years. We include a choice of 5 trusts and an estate calculation worksheet, plus supporting documents like Pour-Over Wills, Powers of Attorney, and the Quitclaim Deeds you need to complete an effective living trust, answer questions, and dispel the myths.

Plus, everything has been translated from “legalese” into plain English.

 

Saves you hundreds of thousands later, and a few thousand now

Living Trust Builder has all the forms and information you need to set up your living trust yourself, so you’re not paying a lawyer for hours of typing (which, by the way, you won’t have to do either). Of course, you should still have a lawyer review your trust when you’re done, to ensure you haven’t overlooked any special circumstances or the all important “trust funding” to get your assets retitled in the name of your new trust.

With 80% of the work done, most lawyers will agree to look it over for a few hundred dollars, depending on estate complexity. With Living Trust Builder, you’ll not only have saved about $2,000, but you’ll be far more informed about these issues of vital importance to you and your heirs.

estate plan living trust document template edit word

Wizard-driven system puts it together for you

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Our software system helps you all the way along. No new software to learn! There are no tricky computer programs or applications to learn. (Already have and use Word & Excel?) As soon as you download Living Trust Builder you can get started right away…

 

Your blueprint for the future

Find peace in knowing that you’ve done the right things for yourself, your business and your family: A living trust can protect your business, manage how you are treated should you become ill, give you control over what happens after you die, save your heirs hundreds of thousands of dollars in taxes.

Have a financial talk with your elderly parents.

Sooner is better than later…

One day you may find yourself taking care of an elderly parent who is in declining physical or mental health. This can be stressful, both emotionally and financially. On the financial side, there are steps you may want to take to prepare for this situation.

  1. Talk to your parents about their financial affairs. Parents may be reluctant to discuss their finances, but someone needs to know the names of their lawyer and accountant. Someone needs to know where their important financial papers are located. If they are still fit, encourage your parents to make a detailed financial list for you, including information about bank accounts, investments, insurance policies, retirement plans, location of safe deposit boxes, etc. Getting familiar with important information now will be much easier than trying to find this information after a parent becomes physically or mentally impaired.
  2. Review your parents’ financial picture together. Do your parents have enough retirement income and savings to provide for their needs? Should steps be taken to help stretch their assets over their life expectancies? What if they eventually need nursing home care? Assess whether long-term care insurance makes sense for them.
  3. Consider these important documents. A durable power of attorney allows another person to make financial decisions on a parent’s behalf if he or she becomes incapacitated. A medical directive or living will is a document stating a parent’s wishes about medical treatment in case he or she becomes too ill to communicate these wishes.
  4. Help put your parents’ estates in order. Does each parent have a will, and if so, where are the wills stored? When were their wills last updated? Encourage your parents to review their beneficiary designations on insurance policies, annuities, and retirement plans to make sure their choices are still suitable

– Edward Mitchell, Manager, Management Resources Consulting Group Inc., www.mr-cg.com

More: 7 Tips When Talking With Your Parents About Estate Planning

Living trust software template for parents

Estate Planning Document Templates Included:

estate planning living funeral instructions trust software template

Organizes Your Estate

  • Net Estate Value Calculation Worksheet
  • Accounts & Contacts (All passwords, PINs, account #s, etc.)
  • Business Succession Planning
  • Incapacity, Long-Term
  • Illness and Disability
  • Guardianship for Minor Children
  • Who Will Manage My Living Trust?
  • Who Will Receive My Assets?
  • Transferring Property to Your Trust
  • After Death Checklist
  • Glossary

Business Document Templates

  • General Partnership Agreement
  • Corporate Buy-Sell Agreement

Components of a Married Living Trust

  • A-B Married Trust
  • Married Person’s Trust (without A-B provisions)
  • Children’s Trust
  • Husband & Wife Pour-Over Wills (with A-B Provisions)
  • Husband & Wife Pour-Over Wills (without A-B Provisions)
  • Asset Power of Attorney (Husband)
  • Asset Power of Attorney (Wife)
  • Married A-B-C Trust
  • Married Assignment Deed of Trust
  • Married Quitclaim Deed
  • Health Care Power of Attorney (Husband/Single)
  • Health Care Power of Attorney (Wife)
  • Directive to Physicians (Living Will)
  • HIPAA Privacy Authorization
  • Married Amendment to Trust
  • Revocation of Married Trust
  • Transfer of Assets Letter

Single Person Living trust

  • Single Person’s Trust
  • Single Assignment Deed of Trust
  • Single Quitclaim Deed
  • Single Pour-Over Will
  • Asset Power of Attorney
  • Health Care Power of Attorney
  • Directive to Physicians (Living Will)
  • HIPAA Privacy Authorization
  • Transfer of Assets Letter
  • Revocation of Living Trust
  • Single Trust Amendment

Living Trust Builder — Complete. Easy. Fast. Professional.

  • Proven living trust content & format
  • Ongoing refinement since 1995
  • Proven formula & structure
  • Easy user interface makes it easy to find plan documents, Excel workbooks
  • Written/edited by practicing estate planning attorneys— an effective style structure you can follow and complete
  • Microsoft Office integration allows you to work in the familiar, native Word & Excel environment — you already know how to use it!
  • Password Security with 128-bit encryption protects your truss, while still enabling secure control of additional users
  • Customizable, comprehensive Word templates form the basis for the entire living trust — Add / Edit / Format the text any way you like!
  • Multi-user Interactive Document Assembly System (MIDAS)  wizard — sophisticated document management system organizes your trust and leads you every step of the way
  • Step-by-step instructions explain everything and offer best practices from start to finish
  • Expert advice from estate planning attorneys throughout

Also includes:

  • Comprehensive Guide:  Ready for Pretirement

Windows version $67
Purchase & Download Living Trust Builder for Windows: $67

Apple Macintosh version $67
Purchase & Download Living Trust Builder for Mac: $67

UPGRADE
Already have an older copy of Living Trust Builder?
Click here to purchase the UPGRADE for just $67

Comprehensive financial planning book included

“Ready for Pretirement”

Ready for Pretirement is a comprehensive guide both the covers everything you need to know that retirement planning. Author Kris Miller breaks down the big, scary money words and turns able to understand provide the tools you need to get started immediately.

“Many people think retirement planning is just for seniors. But Miller taps and vast estate planning experience to tell you why you should start planning now even your 20s, 30s, or 40s. Don’t wait until it’s too late. Follow Miller’s advice to retire prepare for retirement.”
~ Danette Kubanda, Emmy-winning television producer, writer and publicist

Attorney Mark Klein Explains Trusts & Wills

Estate planning attorney Mark klein on licing trusts and will software and templates

Answers to your FAQs

  • What is meant by a “living trust?”
  • What is probate?
  • If I have a will, do my assets have to go through the probate process?
  • Is joint tenancy an effective way to avoid probate?
  • Who controls the assets of a trust?
  • What happens if I become incapacitated?
  • Can a living trust avoid death taxes?
  • How do I take advantage of both exemptions?
  • Can I plan for estate taxes if I am not married?
  • Does a living trust speed up the distribution of my assets?
  • Can I avoid creditors with a living trust?
  • Is a trust more private?
  • How do I know if a living trust makes sense for me?
Click here for answers

 

Have a qualified Attorney review your trust

“Our firm usually charges $1,600 to prepare a living trust from scratch. I can imagine that many people like to do certain things themselves because they enjoy the satisfaction and want to save money. That’s fine. There’s plenty of business for us lawyers. The important thing is to do something now. Get a complete living trust-based estate plan in place because it can really pay off when you need it most. This is no time to buy a cheap product.

With LivingTrustBuilder, you’re doing a good service for your customers and they should know the importance and value of doing it right. As part of our legal services, for a nominal fee of $350 we will gladly review any living trust developed using your software, and thereafter make any necessary recommendations. I see this not only as an opportunity to meet a potential new client, but a way of making sure more people address this important issue.”
– Mark Klein, Attorney, Klein Law Corporation, Irvine, CA

60-Day “Get-the-Job-Done” Guarantee

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It’s easy to get started!

Sometimes the best way to see if something fits what you are doing is to just try it. If you download Living Trust Builder now, you can see how well it handles your specific needs and fits the nuances that make your estate plan. If it’s not right for you, we will pay you back—there’s nothing to ship, no taxes, and you can keep the software anyway (your karma can be the judge!).

Now you can complete your living trust with Living Trust Builder software.

With expert business advice at every step of the process, plus a qualified review, this crucial project can be behind you.

 

Windows version $67
Purchase & Download Living Trust Builder for Windows: $67

Apple Macintosh version $67
Purchase & Download Living Trust Builder for Mac: $67

UPGRADE
Already have an older copy of Living Trust Builder?
Click here to purchase the UPGRADE for just $67