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.
Existing members can log in through Payhip to access their purchased estate planning tools.
Included Tools
Revocable Living Trust Builder
Generate a structured trust draft and Schedule A asset listing.
Successor Trustee Evaluator
Compare trustee candidates logically using a guided tool.
Trust Funding Guide
Step-by-step instructions for funding your trust properly.
What This Membership Includes
Revocable Living Trust Builder
Create a structured trust draft including provisions, beneficiaries and Schedule A documentation.
Successor Trustee Evaluation
Evaluate trustee candidates logically before finalizing your trust structure.
Trust Funding Guidance
Detailed instructions for transferring assets into your trust properly.
Planning Worksheets
Checklists and worksheets to organize estate planning decisions.
Coming Soon
Will templates, advance directives and durable power of attorney resources.
Why Preparation Matters
Many families arrive at estate planning meetings unprepared. Preparation can reduce attorney billable hours, minimize revisions and prevent documentation errors.
Fewer
billable hours
Fewer
revisions
Fewer
errors
More
clarity
Important Disclaimer
RetireCoast does not provide individualized legal advice. These tools are educational and preparatory. Final estate planning documents should always be reviewed by a qualified attorney in your jurisdiction.
Designed for Serious Estate Planning
Preparation before meeting an attorney can save time, reduce costs and lead to better decisions.
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.