How One Couple Built a Family Trust Without a Lawyer

Lucas and Luna unpack the story of Emily and Dan, a mid-career couple in Portland who built their own revocable living trust using a $199 online platform and a free hour of legal help from a local clinic. The episode walks through what a trust actually does versus a will, why the median DIY trust saves about $2,200 in attorney fees for simple estates, and the three specific documents—pour-over will, certification of trust, and assignment letter—that Emily and Dan had to get right on their own. Lucas flags the two situations where a lawyer is a hard requirement (blended families with stepchildren and real property in more than one state) and Luna shares why the process forced them to finally name a guardian for their toddler. The conversation closes on the question of whether a trust is a one-and-done document or something that needs an annual check-in. #EstatePlanning #FamilyTrust #RevocableLivingTrust #DIYTrust #WillVsTrust #Probate #GuardianNomination #AssetProtection #LegalTech #OnlineEstatePlanning #BeneficiaryDesignation #Finance #PersonalFinance #FexingoBusiness #BusinessPodcast #MoneyForCouples #JointFinances #MarriageMoney Keep every episode free: buymeacoffee.com/fexingo