Revocable living trust
Keeps your estate out of probate and lets someone manage your assets if you can't — for households that need more than a will.
What it is
A revocable living trust is a written trust agreement you create during your lifetime, funded with your assets during your lifetime, that you can change or revoke at any time. At your death, the trust assets pass to the beneficiaries you've named — outside the probate estate.
Who needs it
A revocable living trust is the right fit when: probate avoidance is a meaningful goal (out-of-state real property, large estate, privacy concerns); you want continuity of asset management on incapacity (without a guardianship proceeding); or your estate plan calls for continuity structures a will alone doesn't handle. (Sub-trusts for children are supported through the optional age-delay provision; special-needs provisions and blended-family staging require individually-tailored attorney drafting beyond the standard intake - the intake flags those situations for attorney consultation.)
A revocable living trust requires attorney judgment in drafting (the trustee provisions, the funding mechanism, the sub-trust structure, the integration with retirement-account beneficiaries) and careful signing and funding: written steps for both, a check of your signed pages the same business day you send them, and phone help while you retitle your assets, so the trust is properly funded (the most common failure mode is trusts that are drafted but never funded).
The $899 covers drafting your trust, plus signing and funding support: written signing steps, an online notary we book for you when you email us (you pay the notary: usually $25 for one signer and one seal, plus $10 for each added seal or signer), a check of your signed pages the same business day you send them, the deed that moves your Kentucky home into the trust, funding steps with phone help, a funding memo, and the pour-over will.
Kentucky authority
KRS Chapter 386B (Kentucky Uniform Trust Code — adopted 2014). Common law principles for trust formation and trustee duties.
What happens after you start
Your draft is assembled from your answers, reviewed by D. Elton Johnson before delivery, and sent to you via secure one-time-use download link. The delivery includes the document itself, a Kentucky-specific signing instructions packet, and a receipt.
The information on this page is general — it is not legal advice for your specific situation. Bluegrass Cornerstone is a service of Johnson Legal PLLC, a Kentucky law firm. When you engage Cornerstone, you engage Johnson Legal PLLC under a standard attorney-client relationship.
Steps to finalize
You complete the trust questionnaire here. Because the trustee provisions, the funding mechanism, and the integration with your retirement and insurance beneficiaries all need attorney judgment, your answers are drafted into a trust that the supervising attorney reviews before it is delivered. The $899 covers that drafting and review and the signing and funding support that follows.
The trust only works once it is FUNDED. Signing the document moves nothing into it; the most common mistake is a trust that is drafted but never funded. Signing and funding support, included in your fee, walks you through it. You sign the trust before a notary, from home by video with an online notary we book for you when you email us (you pay the notary: usually $25 for one signer and one seal, plus $10 for each added seal or signer), or in person with a notary you choose. You sign the pour-over will on paper near you, with two witnesses and a notary. We check your signed pages the same business day you send us photos of them. Then you retitle each account with its bank or company, using our written funding steps and phone help; your Kentucky home moves into the trust by a deed we prepare, which you sign in person before a Kentucky notary. Then you choose: send the signed deed back to us and we record it with the county clerk, or record it with the county clerk yourself. Finish these steps so the trust actually controls your assets at death.
If you are unsure whether a trust is the right fit for your situation, you can reach out before you buy.
