Living Trust Services in Redlands CA - Vantage Insurance & Wealth Strategies

Living Trust & Comprehensive Estate Planning

Attorney-Drafted. Technology-Driven. Coordinated Locally.

Introduction

Creating an estate plan shouldn’t require months of meetings or overwhelming legal bills. Protecting your family should be simple, affordable, and done correctly.

Through our collaboration with TWH Living Trust and Estate Documents Pro, LLC, we provide access to a fully customizable, attorney-drafted comprehensive estate plan — built using secure, step-by-step online technology and coordinated locally through Vantage Insurance & Wealth Strategies.

You stay in control. The documents are prepared properly. Your family is protected.

Why Estate Planning Matters

If you don’t have a plan in place, the state has one for you.

Without proper planning:
• Your estate can go through probate
• Your assets may become public record
• Court costs and delays can impact your family
• Decisions may be made by the government — not you

A properly structured Revocable Living Trust allows you to:
• Maintain control during your lifetime
• Direct exactly how assets are distributed
• Reduce or avoid probate costs
• Maintain privacy for your family
• Provide structured protections for children and beneficiaries

This isn’t about wealth — it’s about clarity, protection, and peace of mind.

Built by Estate Planning Attorneys — Customized by You

This system was developed by experienced estate planning attorneys working alongside technology professionals to make complex legal planning accessible to everyday families.

The result is a guided interview process that:
• Uses plain English instead of confusing legal terminology
• Walks you step-by-step through important decisions
• Adapts to your specific family and asset situation
• Produces documents compliant in all 50 states

You don’t need prior legal knowledge.
You don’t need multiple appointments.
You don’t need to wait weeks for documents.

Most families can complete their plan in about an hour.

Simple. Fast. Affordable.

Easy to Use:

A guided question-and-answer format walks you through the process in straightforward language. Built-in explanations help clarify unfamiliar terms so you can make informed decisions confidently.

Efficient:

Once your interview is complete, your documents are generated and available for download. No waiting on drafting timelines.

Cost-Effective:

By leveraging technology, the cost of experienced estate planning attorneys is shared across thousands of users — significantly reducing what you would typically pay through a traditional law office model.

Flexible:

The platform supports a wide range of family structures, asset types, and planning preferences — including options such as:

You remain in control, with the ability to update your documents as life changes.

Privacy & Security

Estate planning is personal. Your information is protected through advanced encryption protocols and secure data handling standards.

Unlike a simple will that becomes public record during probate, a properly funded trust helps preserve your family’s privacy during an already difficult time.

Free 10-Day Trial

You can test drive the system at no cost for 10 days.

Explore the process, see how it works, and determine whether it fits your needs — without commitment.

Special pricing considerations may also be available for existing Vantage IWS clients.

What’s Included in the Comprehensive Estate Plan

Revocable Living Trust
Last Will & Testament
Financial Power of Attorney
Healthcare Power of Attorney
Living Will / Advance Directives
Online Funding Kit
Unlimited Funding Letters
Secure Online Document Vault
Ongoing update access with active account

First-year account access is included.

Get Educated Before You Decide

If you’re unsure whether you need a will, a living trust, or something more advanced, we invite you to review our educational resources:

Your Local Estate Plan Coordinator

If you have questions about whether this solution is right for you, we’re here to help guide you.