An irrevocable trust is a legal arrangement where assets are placed into a trust that cannot be modified, amended, or revoked without the permission of the trust's beneficiary. Once assets are transferred into an irrevocable trust, the grantor relinquishes all ownership and control over those assets.This type of trust offers several benefits, including:

Asset protection from creditors and lawsuits
Estate tax reduction by removing assets from your taxable estate
Protection for beneficiaries who may not be financially responsible
Preservation of assets for future generations
Avoidance of probate for trust assets

Our comprehensive Irrevocable Trust Kit includes everything you need to establish a legally sound irrevocable trust without excessive attorney fees:
Customizable irrevocable trust agreement template
Schedule of assets forms
Detailed funding instructions with sample letters to financial institutions
Trustee powers document
Customizable beneficiary provisions
Step-by-step implementation guide
Tax considerations guide
Amendment templates for permissible modifications
Digital asset provisions
Lifetime access to document updates as laws change
FREE Revocable Trust Kit as a bonus
All documents are provided in both digital and printable formats, and have been reviewed by estate planning attorneys to ensure they meet legal requirements in all 50 states.

While it's always advisable to consult with an attorney for complex estate planning matters, our Irrevocable Trust Kit is designed to provide you with all the necessary documents and guidance to establish a legally sound irrevocable trust without the excessive attorney fees.
Our documents have been reviewed by estate planning attorneys and are designed to comply with legal requirements in all 50 states. The step-by-step instructions guide you through the entire process, from creating the trust document to funding the trust with your assets.
Many of our clients choose to have their financial advisor or a local attorney briefly review their completed documents for peace of mind, which is significantly less expensive than having an attorney draft the entire trust from scratch.

The Tax Cuts and Jobs Act of 2017 temporarily increased the federal estate tax exemption, but this increase is scheduled to sunset at the end of 2025. When this happens, the exemption amount is projected to drop from approximately $14 million per individual to around $7 million (adjusted for inflation).
This change makes irrevocable trusts increasingly important for many Americans who may find themselves subject to estate taxes after 2025. By establishing an irrevocable trust before the exemption decreases, you can potentially lock in the current higher exemption amount and protect more of your assets from estate taxes.
Our Irrevocable Trust Kit includes specific provisions designed to maximize the benefits of the current tax laws while preparing for the upcoming changes in 2026.

The main differences between revocable and irrevocable trusts are:
Control: With a revocable trust, you maintain control over the assets and can modify or dissolve the trust at any time. With an irrevocable trust, you relinquish control and generally cannot make changes without beneficiary approval.
Asset Protection: Irrevocable trusts offer protection from creditors and lawsuits, while revocable trusts do not.
Tax Benefits: Assets in an irrevocable trust are removed from your taxable estate, potentially reducing estate taxes. Revocable trusts do not offer this tax advantage.
Probate Avoidance: Both types of trusts allow assets to avoid the probate process.

Our Complete Trust Kit Solution includes both types of trusts, giving you maximum flexibility for your estate planning needs. The Irrevocable Trust Kit is our primary product, with the Revocable Trust Kit included as a FREE bonus.

Funding your irrevocable trust involves transferring ownership of your assets from your name to the name of the trust. Our kit includes detailed funding instructions for various asset types, including:
Real estate (with deed transfer templates)
Financial accounts (with sample letters to financial institutions)
Business interests (with assignment documents)
Personal property (with assignment forms)
Life insurance policies (with change of ownership forms)
Digital assets (with specific provisions)
The funding process is a critical step in establishing your trust, and our comprehensive guides walk you through each step to ensure your assets are properly transferred to the trust.