Easy Trust NowHOW IT WORKS
Your estate plan in 8 simple steps
Our process is designed so that motivated clients can complete everything quickly. You handle the questionnaire; your attorney handles the law. Most plans are ready to mail within 72 hours of receiving your completed questionnaire.
Choose your plan
Select the Living Trust Plan (couples $895, individuals $795) or the Will Plan ($395). Review what's included on our plans page.
~2 minutesPay the flat fee
Secure online payment via LawPay. Your fee is flat — no hourly billing, no surprise charges, no hidden add-ons. The price you see is the price you pay.
~2 minutesSign the engagement agreement
Review and e-sign our engagement agreement. This formally establishes the attorney-client relationship. Until this point, communications with our firm are not privileged.
Complete the questionnaire
Fill out our bilingual online questionnaire with information about your family, assets, beneficiaries, and wishes. The questionnaire is available in both English and Korean, with auto-save so you can complete it at your own pace.
Attorney review call
Danny or a member of the team calls you to review your questionnaire, discuss your plan, answer questions, and confirm your wishes. This call is available in English or Korean.
15–30 minutesDocuments drafted & mailed
Your attorney drafts your complete estate plan. Documents are printed, bound, and mailed to you with detailed signing instructions, a notary guide, and a prepaid return shipping label.
Most plans ready within 72 hoursSign, notarize, and return
Follow the signing instructions included with your documents. Sign in the presence of a notary public (we include a guide to help you find one). Mail the signed originals back to us using the prepaid return label.
Once we receive your signed documents, we register the new deed(s) transferring your property into the trust with the county recorder’s office. We then store your originals, send you a professionally bound copy, and provide secure cloud access to digital copies of all your documents.
About your cloud access: Your secure cloud storage is permanent — available to you for as long as Easy Trust Now is in business. That said, we strongly recommend downloading your documents and saving a copy in your own secure cloud storage (Google Drive, iCloud, Dropbox, etc.) as an additional backup. Your estate plan is too important to exist in only one place.
Living Trust Plan includes
- Revocable living trust
- Pour-over will
- Financial power of attorney
- Advance health care directive with HIPAA authorization
- Certificate of trust
- One real estate transfer into the trust — deed preparation, county recording, and filing included (additional properties $249 each, filing fees included)
- Asset transfer guide
- After-death instructions for successor trustee
- Attorney/paralegal review call (English or Korean)
- Bound trust binder with all documents
- Cloud document storage
- Prepaid return shipping
한국어 안내: 리빙 트러스트 플랜에는 신탁 설정, 유언장, 위임장, 건강관리 사전 지시서, 부동산 이전 1건, 변호사 검토 전화 등이 포함됩니다. 모든 과정은 한국어로 진행 가능합니다.
Deed transfer & trust funding
Your trust only protects assets that are in it. We handle the first real estate transfer for you — recording the new deed with the county to move your property into the trust’s name. For additional properties, we prepare and record each deed you purchased at $249 per property (all filing fees included).
For your remaining assets — bank accounts, investment accounts, life insurance, retirement accounts — we provide a detailed Asset Transfer Guide with step-by-step instructions for each type of account. The guide includes what to say to your bank, what forms to bring (your Certificate of Trust), and how to update beneficiary designations.
Why this matters: An unfunded trust is the most common estate planning mistake. If your home or accounts are still in your personal name when you pass away, they go through probate — even if you have a trust. We make sure your first property is transferred, and give you everything you need to complete the rest.