Professional Estate Planning Documents. Made More Accessible.
The legal documents available through Private Family Blueprint™ are attorney-drafted and delivered through a professional estate-planning platform developed by legal professionals and technologists.
The platform is designed to make the estate-planning process more accessible and easier to understand while providing professionally prepared documents for important areas such as living trusts, wills, powers of attorney, healthcare directives, and related estate-planning needs.
Private Family Blueprint™ is not a law firm and does not provide legal advice. Our role is to provide education, help you understand the process, and connect you with the appropriate level of support as you prepare your documents. Individuals with complex circumstances or questions requiring legal advice should consult a licensed estate-planning attorney.
Would you like to understand how a revocable trust works first?
Review our complimentary educational guide explaining how properly funded trust property generally avoids probate, what normally happens after the trust creator dies, and the role of a pour-over will.
READ THE FREE GUIDECHOOSE HOW YOU'D LIKE TO COMPLETE YOUR TRUST PACKAGE
Both options provide access to our comprehensive, attorney-drafted Revocable Living Trust Package. Choose the level of preparation support that's right for you.
SELF-GUIDED TRUST PACKAGE
Best for those comfortable completing their estate-planning information independently.
Create your comprehensive Revocable Living Trust Package through a guided online process with step-by-step instructions and educational support.
Revocable Living Trust • Pour-Over Will • Powers of Attorney • Healthcare Documents • Trust Funding Guide • and additional supporting documents
ASSISTED TRUST PACKAGE
Best for those who would like additional help completing their documents.
Complete the same comprehensive, attorney-drafted Revocable Living Trust Package with additional preparation assistance, including professional review by a qualified licensed paralegal.
Includes your complete Trust Package + preparation assistance
NOT LOOKING FOR A TRUST?
Need a Last Will & Testament Package Instead?
For individuals who aren't looking to establish a Revocable Living Trust but still want to put essential estate-planning documents in place, a separate Will Package is also available.
The Will Package includes:
- ✓ Last Will and Testament
- ✓ Financial Power of Attorney
- ✓ HIPAA Authorization
- ✓ Medical Power of Attorney
- ✓ Healthcare Directive
- ✓ Remembrance and Memorandum
WHO A TRUST PACKAGE MAY HELP
This may be appropriate for:
- ✓ Parents of minor children
- ✓ Homeowners
- ✓ Married couples
- ✓ Single adults
- ✓ Grandparents
- ✓ Blended families
- ✓ Adult children helping aging parents
- ✓ Families who have delayed creating basic estate documents
- ✓ Individuals who want to organize their wishes before a crisis
When to Consult an Attorney
More complex estates may require individualized legal counsel. Examples may include:
- • Significant business interests
- • Complex tax planning
- • Special-needs planning
- • Disputed family relationships
- • Large or complicated estates
- • Property in multiple jurisdictions
- • Complex trust arrangements
Are you primarily concerned about transferring your home?
A transfer-on-death deed and a revocable trust are different estate-planning tools. This educational comparison explains how each generally addresses real estate and what happens after the property owner dies.
COMPARE TOD DEEDS AND REVOCABLE TRUSTSHow the Process Works
Securing your family's future is completed in six simple steps.
Learn
Review the educational information and understand the purpose of the available documents.
Choose
Select the self-guided package or the package that includes preparation assistance.
Complete
Provide the required information through the secure white-label platform.
Prepare
The documents are generated or prepared according to the selected service level.
Review & Execute
Follow the provided instructions for reviewing, signing, witnessing, and notarizing the documents where applicable.
Organize
Store the completed documents safely and tell appropriate family members or decision-makers where they can be found.