TaxSmartTrusts — Protect Your Home From Probate
Living Trusts for Homeowners

Your house shouldn't have to survive probate court.

If your home isn't titled in a properly funded trust, your family could face months of court delays, public filings, and legal fees — plus tax exposure a basic will never addresses.

Free · No obligation · Results in under a minute
Avg. probate cost (3–7% of estate)$24,500
Typical time in probate court9–18 mo.
Becomes public recordYes
With a funded living trustAvoided
The Gap a Will Doesn't Cover

A will tells the court what you want. A trust lets your family skip the court entirely.

Cost
3–7%

Of your estate's value

That's what probate typically costs in attorney and court fees — money that comes straight out of what your family inherits.

Time
9–18

Months of delay

Your home and accounts can sit frozen while the court processes the estate — even for a simple, uncontested case.

Tax
$$$

Tax planning in a basic will

A will distributes assets. It does nothing to reduce estate or capital gains exposure — that takes a trust built with tax planning in mind.

How It Works

From "we should look into this" to fully funded — in four steps.

01

Take the Probate Check

Answer 7 quick questions about your home, family, and state.

02

Get your exposure snapshot

See your state's actual probate cost and timeline, personalized to your answers.

03

Free 15-minute review

A Certified Estate Planner walks you through the process, requirements, and proper execution.

04

Drafted, signed, and funded

We don't just hand you documents — we make sure your home is properly retitled into the trust.

Free Probate & Tax Exposure Check

Will your family deal with probate?

7 quick questions. Get a personalized exposure estimate for your state.

Question 1 of 7

Do you own your home outright, or with a mortgage?

Own outright
Have a mortgage
Don't currently own
Question 2 of 7

How is your home currently titled?

My name only
Jointly with spouse
Already in a trust
Not sure
Question 3 of 7

Blended family, kids from a previous marriage, or a dependent with special needs?

Yes
No
Prefer not to say
Question 4 of 7

What's your home's approximate value today?

Under $400k
$400k – $800k
$800k – $1.5M
$1.5M+
Question 5 of 7

Which state is your home in?

Question 6 of 7

Do you currently have a will, trust, or neither?

Will only
Trust already
Neither
Not sure
Question 7 of 7

How soon would you like this handled?

As soon as possible
Within 3 months
Just researching for now
Last step

Where should we send your results?

Book Your Free 15-Minute Review

No cost. No obligation. Cancel anytime.

From Homeowners Who've Done This

We didn't know we needed this until it was almost too late to plan properly.

"Our accountant pointed out the tax exposure on our house before we even thought about a trust. Glad we listened."

Carol M.
Homeowner, Sacramento, CA

"My dad's estate sat in probate for over a year. I made sure my own house was never going through that again."

Daniel R.
Homeowner, San Diego, CA

"The free review actually explained things instead of just trying to sell us. We funded our trust within two weeks."

Linda & Tom K.
Homeowners, Menifee, CA
Common Questions

Before you take the check

Is this only for wealthy homeowners?

No. Probate applies regardless of estate size, and many of our clients have a single home as their primary asset. The tax-planning component matters most as home values rise, but probate avoidance benefits nearly every homeowner.

How is this different from an online will service?

A will still requires probate. A properly funded living trust does not. We also build tax and estate planning directly into the trust structure — something attorneys and online platforms do not address.

What does the free review actually cover?

A Certified Estate Planner reviews your state's probate rules, your home's titling, and your family situation, then explains exactly what a trust would need to include for your circumstances. There's no obligation to move forward.

What does it cost to set up the trust itself?

Pricing depends on your needs and complexity, but ranges from $1300 - $1800. We provide a full quote during your free review — before you commit to anything.