Estate Planning:
Quality Living Trusts Made
Simple & Affordable
Get Your Trust Done in Just 1 Hour Online
Includes attorney-prepared documents
Secure your estate for your loved ones
Keep your legacy intact
STEP 1
Schedule Your Appointment
Book a convenient time to get started with your personalized estate planning process.
STEP 2
Meet Your Estate Planning Expert
Connect with a licensed professional who will guide you through your custom plan.
STEP 3
Set Up Your Secure Online Account
Access your documents, updates, and planning tools—all in one secure place.
STEP 4
Fund Your Living Trust
Transfer your assets into your trust to ensure your estate plan is fully effective.
Get Started Today -
Secure Your Tomorrow
Discover the power of a Living Trust, made simple, affordable, and secure with LBI Estate Planning. Protect your family, assets, and legacy—all in under an hour, from the comfort of your home. Our streamlined, expert-guided process lets you complete estate planning with ease, so you can rest assured knowing your loved ones are cared for.
About Us
At LBI Estate Planning, we are dedicated to providing peace of mind and security to individuals, families, and business owners by making estate planning accessible, straightforward, and tailored to your needs. We ensure a smooth, timely transfer of your estate, exactly as you wish.
Our Mission
Our mission at LBI Estate Planning is to simplify estate planning for every client by offering trusted, high-quality services designed to secure assets and family interests. We believe in empowering clients to make informed, meaningful decisions that protect their loved ones and legacies.
Why Estate Planning is Essential?
Estate planning is an often-overlooked step that ensures your wishes are honored and your loved ones are protected. Our services are designed to help you take control, protect your loved ones, and ensure they’re prepared for the future.
We guide you through creating a will, setting up trusts, and preparing powers of attorney, so you have a comprehensive plan in place. Estate planning isn’t just for retirees—41% of those aged 18 to 34 and 34% of those aged 35 to 54 have never discussed it. Plus, 52% of people don’t know where their parents store important documents, which can lead to unnecessary complications.
Surprisingly, only 32% of Americans have a will, and nearly 60% without one haven’t taken any steps toward creating an estate plan. Without these documents, your assets may not be distributed as you wish, leaving family members to face complex legal challenges.
Why Choose LBI Estate Planning?
With LBI Estate Planning, you’re in trusted hands. Our team has years of expertise in crafting customized Living Trusts that meet your unique needs. We take the complexity out of estate planning, empowering you to make informed decisions with complete confidence.
- Quick and Convenient: Get your Living Trust completed in just 1 hour online.
- Trusted Experts: Over 25 years of experience and more than 10,000 satisfied clients.
- Transparent and Affordable: High-quality estate planning without hidden costs or surprises.
Benefits of a Living Trust
A Living Trust is a private legal tool where assets are securely held and transferred to beneficiaries upon your passing, without the expense and hassle of probate. Unlike a will, a Living Trust remains private, keeping your wishes protected from public exposure and legal contests.
- Avoid Probate: Bypass the costly and time-consuming probate process to ensure a smooth asset transfer.
- Conservatorship Protection: A Living Trust protects your assets if you become incapacitated, avoiding expensive court-appointed conservatorships.
- Estate Tax Advantage: In certain cases, a Living Trust can reduce the estate tax burden on your heirs, protecting more of your wealth.
Get Started Today—Protect Your Future in Just 1 Hour Online
Protect Your Assets and Family with a Living Trust
Why Choose Us?
Quality You Can Trust
We prioritize your peace of mind by delivering top-quality Living Trusts crafted by seasoned experts. With a deep commitment to excellence, we ensure every detail of your trust aligns with your specific wishes, providing a secure plan that protects your assets and legacy.
Speed and Convenience
Estate planning doesn’t have to be time-consuming. With LBI, you can complete your Living Trust in as little as one hour online. Our streamlined process allows you to schedule an appointment at your convenience, making it easy to protect your future without disrupting your busy schedule.
Affordable Peace of Mind
We believe everyone deserves a secure and affordable estate plan. LBI Estate Planning combines quality with affordability, offering a transparent process that provides you with lasting peace of mind without unexpected costs. Secure your legacy today with a trusted plan designed to last.
We’re here to secure your future with Estate Planning
Get ready to shape a better future for yourself and your loved ones! We are committed to:
We provide you with the respect, guidance, and support you truly deserve as we help you protect what matters most.
Our plans are tailored to your unique needs, ensuring that your assets, family, and legacy are safeguarded according to your wishes.
We’re always seeking new ways to enhance our services, ensuring that we provide you with reliable, up-to-date solutions in estate planning.
Our team is here with unwavering dedication to offer exceptional, knowledgeable assistance every step of the way.
Schedule Your Consultation with a Top Estate Planning Expert –
Connect with a Trusted Estate Planning Advisor Today
What Our Customer Says...
Whenever my husband and I work with Laura and her team, we gain valuable insights into securing the future we want for our family. I trust Laura to provide a variety of estate planning options and to speak openly about the best steps for our unique needs. It’s clear that she genuinely has our best interests at heart.
Damon G. (CA)
Laura and her team have been key to our family’s financial security. Though I thought I understood finances, their guidance opened my eyes to the importance of estate planning. They patiently answered all my questions and helped us build a path to lasting financial independence. We’re grateful for their support and would confidently recommend them to anyone.
Johnny and Linda L. (AZ)
Laura and Dina are professional and kind. In our first meeting, they eased my retirement anxieties by answering all my questions—even helped with some tech issues! I learned so much today, beyond just estate planning and retirement planning.
May L. (CA)
Estate planning was something I’d put off for too long, but Laura and Dina made it simple. They explained everything clearly and answered all my questions. Now I have peace of mind knowing my family is secure. So grateful for their professionalism and care.
James H. (TX)
FAQ's
Estate Planning is the process of organizing your assets, finances, and legacy to ensure they are distributed according to your wishes. It helps protect your loved ones, avoid probate, and reduce potential taxes and legal complications.
A Will outlines your wishes for asset distribution and guardianship but must go through probate. A Living Trust bypasses probate, offering privacy and quicker asset distribution, while also allowing for incapacity planning.
Anyone who owns property, has dependents, or wishes to control their asset distribution should consider Estate Planning. It is particularly vital for those with minor children, significant assets, or business interests.
Assets held in a Living Trust or designated beneficiaries for accounts like Life Insurance can pass directly to heirs, avoiding probate court. This saves time, reduces costs, and maintains privacy.
Typical documents include a Will, Living Trust, Power of Attorney, and Healthcare Directive. Each document addresses different aspects of your estate, from asset distribution to healthcare decisions.
It’s recommended to review your plan every few years or after major life events, such as marriage, divorce, the birth of a child, or a significant change in assets.
Without an Estate Plan, state law will determine how your assets are distributed, which may not align with your wishes. This process can be lengthy, costly, and may leave your loved ones with fewer resources.