Estate Planning should begin with clarity — not confusion.
The RetireCoast Estate Planning Membership provides a structured system to help you prepare your revocable living trust draft, evaluate your successor trustee, and properly fund your trust before seeking formal legal review.
This is not a shortcut around an attorney. It is preparation that reduces unnecessary cost and uncertainty.
Tip: If you already purchased, click “Already a member” to open your Estate Planning Dashboard.
Included Tools
Revocable Living Trust Builder
Generate a structured draft and Schedule A.
Successor Trustee Evaluator
Compare candidates using a guided tool.
Trust Funding Guide
Step-by-step funding instructions.
What This Membership Includes
Revocable Living Trust Builder
Create a structured trust draft, including trust provisions, beneficiary structure, signature pages, and Schedule A asset listing.
Successor Trustee Evaluator
A guided evaluation tool to compare trustee candidates logically and reduce emotional bias.
Trust Funding Guide
Step-by-step guidance for retitling assets, assigning ownership interests, and avoiding common funding mistakes.
Downloads & Planning Checklists
Structured worksheets and printable checklists to keep your planning organized and complete.
Coming Soon
Will template, advance directive guidance, and durable power of attorney resources.
Who This Is Designed For
Retirees organizing their estate structure.
Gen X families building long-term stability.
Individuals who want to reduce legal preparation time.
Business owners coordinating personal and asset planning.
Why Preparation Matters
Many families enter estate planning meetings unprepared. Preparation reduces billable attorney hours, revisions and delays, documentation errors, and emotional decision-making.

The goal of this membership is to help you walk into that meeting organized and informed.
Fewer
billable hours
Fewer
revisions
Fewer
errors
More
clarity
Important Disclaimer
RetireCoast does not provide individualized legal advice. These tools are educational and preparatory in nature. Final documents should always be reviewed by a qualified attorney in your jurisdiction.
Join the Estate Planning Membership
Begin structuring your estate plan today with practical tools designed to support serious preparation.
A single hour of attorney time often costs more than a full year of structured preparation.
Join Now
Membership Investment
Estate planning is not a one-time event. Most families refine, review, and fund their trust over several months. For that reason, we offer two access paths:
$29 per month
Flexible access for those beginning the process.
$295 per year (Recommended)
Continuous access for drafting, revisions, funding, and professional coordination.
Annual members maintain uninterrupted access while reviewing documents, making revisions, completing trust funding, and coordinating with legal professionals.
Access Policy
Estate planning tools remain available while membership is active. Documents may be downloaded for review and professional consultation, but continued access to editing, regeneration, and updates requires an active membership.

Estate planning evolves. Ongoing access ensures your documents evolve with it.
A Practical Comparison
A single hour of attorney time may cost as much — or more — than a full year of membership access. Preparation does not replace legal review. It makes legal review more efficient.
Designed for Serious Planning
This membership is for individuals and families who want structure before meeting an attorney, greater clarity in decision-making, and fewer surprises.
Frequently Asked Questions
Quick answers to the most common questions about the Estate Planning Membership.
1) Does this replace an attorney?
No. The Estate Planning Membership is designed to help you prepare intelligently before meeting with an attorney. Final documents should always be reviewed by a qualified legal professional in your jurisdiction.
2) What type of trust does the builder create?
The tool is designed to help you draft a revocable living trust structure, including core provisions, successor trustee designations, and a Schedule A asset listing.
3) Are the documents legally binding?
Documents generated through the tool are drafts intended for review and execution in accordance with your state’s laws. Proper signing, notarization, and legal review may be required depending on your jurisdiction.
4) What happens if I cancel my membership?
Access to the tools, document editing, and regeneration features requires an active membership. Previously downloaded drafts remain yours, but ongoing access to the platform requires an active subscription.
5) Why is annual access recommended?
Estate planning is rarely completed in a single session. Most members refine beneficiaries, adjust trustee decisions, and complete funding steps over several months. Annual access provides continuity during that process.
6) Can I update my trust later?
Yes. As long as your membership is active, you may return to the builder to revise and regenerate your documents.
7) What is trust funding and why does it matter?
Trust funding refers to properly titling assets in the name of your trust. Without proper funding, a trust may not function as intended. The membership includes a structured funding guide to help you understand this critical step.
8) Is this suitable for business owners?
Yes. Individuals who own real estate, investment accounts, or business interests can use the builder to organize ownership structure prior to professional review.
9) How long does it take to complete the trust builder?
Most members can generate an initial draft in under an hour. However, thoughtful estate planning often involves multiple review sessions over time.
10) Is my information stored or shared?
Your information is used only to generate your documents within the platform. RetireCoast does not sell personal information and encourages members to download and store documents securely.