Skip to main content
SimplyTrust
SimplyTrust
MobileNewForms & ToolsFreeResourcesStates
LoginGet Started→
FormsFormsToolsTools
FormsTools
Company
AboutCareersContactFormsMobileNew
Privacy PolicyTerms of ServiceSecurityAI Access

© 2026 SimplyTrust Software Inc.

SimplyTrust Logo

Every family deserves a plan. We'll help.

Forms

  • Revocable Trust
  • Last Will
  • Pour-Over Will
  • Healthcare Proxy
  • Financial POA
  • Transfer on Death Deed

Tools

  • Trust vs Will
  • Probate Calculator
  • Who Inherits
  • Estate Settlement
  • Death Tax Calculator
  • Life Insurance

Learn

  • Revocable Living Trusts
  • Last Will and Testaments
  • Articles
  • State Guides
  • Estate Law
  • Life Events

Directories

  • Law Firms
  • Financial Assets
  • Digital Assets
  • Government Agencies

Company

  • About
  • Careers
  • Contact
  • Mobile App

SimplyTrust is not a law firm and does not provide legal advice, legal counsel, or attorney review. Information on this platform is for general informational purposes only. Use of SimplyTrust does not create an attorney-client relationship. You are solely responsible for all documents you create. For advice tailored to your circumstances, consult a licensed attorney in your state.

© 2026 SimplyTrust Software Inc. All rights reserved.

Privacy Policy·Terms of Service·Security··AI Access

All content, data, and calculations are proprietary. Automated scraping, systematic downloading, or data extraction is prohibited under our Terms of Service. Product visuals are simulated for illustrative purposes and may differ from actual experience. Logos provided by Logo.dev.

Estate planning, in your pocket.

Create and manage your trust from your phone.

Revocable Trusts

Skip probate with a revocable trust

Estate Ledger

Every decision signed, timestamped, and hashed

Pricing

Simple, transparent pricing

Download

Get the app on iOS and Android

Home→Tools→Trust Need Assessment

Do I Need a Trust?

Find out if a revocable living trust makes sense for your situation based on your state, estate value, and family.

Frequently Asked Questions

A revocable living trust is a legal document that holds your assets during your lifetime and distributes them to beneficiaries after death without going through probate. You maintain full control as the trustee and can modify or revoke the trust at any time. SimplyTrust includes a revocable trust, pour-over will, healthcare proxy, and financial power of attorney starting at $12/month.

Several situations signal that a trust makes sense: you own real estate (especially in a state with expensive probate like California or Florida), your estate exceeds your state's small-estate threshold, you have minor children, a blended family, or beneficiaries with special needs. People who want privacy (probate is public) or who want a plan for incapacity (a trust provides for asset management if you cannot make decisions) also benefit. This tool asks a few questions about your state and situation to give you a specific answer.

A will and a trust serve different purposes. A will must go through probate, which is public and can take 6-18 months. A trust avoids probate entirely. Many families use both: a trust for major assets and a pour-over will as a safety net for anything not transferred to the trust. Use our Trust vs. Will comparison tool to see which is right for your situation.

Real estate is one of the strongest reasons to create a trust. Without a trust, your home must go through probate to transfer ownership. If you own property in multiple states, your heirs may face probate in each state. A trust avoids this entirely.

Probate costs 3-8% of the estate value in attorney fees, executor fees, and court costs. On a $500,000 estate, that can be $15,000-$40,000 your heirs pay out of pocket. Those are fees a revocable trust avoids — SimplyTrust builds one online in about 15 minutes.

Yes, a "pour-over will" works alongside your trust to catch any assets not transferred into the trust before death. Without one, those assets go through probate and distribute according to your state's intestacy laws instead of your wishes. Most trust packages include a pour-over will for this reason. You can create a free Pour-Over Will with our document builder.

Yes. SimplyTrust creates a revocable living trust that meets your state's execution requirements for $12/month (individual) or $17/month (married). Your subscription includes unlimited updates for life events like marriage, divorce, or having children. The key is ensuring the trust is properly funded (assets are retitled into the trust name) after creation.

Do I Need a Revocable Trust?

A revocable living trust is the most common way to avoid probate and keep your estate plan private. Unlike a will, assets held in a trust pass directly to beneficiaries without court involvement.

Whether a trust makes sense depends on your state, estate value, property ownership, and family situation. In states with expensive or slow probate, the cost of creating a trust is often recovered many times over by the savings your heirs receive.

For smaller estates, many states offer simplified probate or small estate affidavit procedures that can make a will sufficient. The threshold varies from $25,000 to over $200,000 depending on the state.

This assessment evaluates a specific situation against state probate laws to determine whether a trust, a will, or a combination of both fits the family.

Is this your situation?

Get a complete guide for your specific circumstances.

New Baby or Adoption

New Baby or Adoption

Your family is growing. Your protection should too. Guardian nominations, trusts for minors, beneficiary updates, and the documents new parents need in place.

Learn more
Marriage

Marriage

Starting a life together means planning for it. Beneficiary updates, asset titling, powers of attorney, and what blended families need to know.

Learn more