Revocable living trust
Keeps your estate out of probate and lets someone manage your assets if you can't — for households that need more than a will.
What it is
A revocable living trust is a written trust agreement you create during your lifetime, funded with your assets during your lifetime, that you can change or revoke at any time. At your death, the trust assets pass to the beneficiaries you've named — outside the probate estate.
Who needs it
A revocable living trust is the right fit when: probate avoidance is a meaningful goal (out-of-state real property, large estate, privacy concerns); you want continuity of asset management on incapacity (without a guardianship proceeding); or your estate plan calls for continuity structures a will alone doesn't handle. (Sub-trusts for children are supported through the optional age-delay provision; special-needs provisions and blended-family staging require individually-tailored attorney drafting beyond the standard intake - the intake flags those situations for attorney consultation.)
A revocable living trust requires attorney judgment in drafting — the trustee provisions, the funding mechanism, the sub-trust structure, the integration with retirement-account beneficiaries — and an attorney-conducted execution and funding session to ensure the trust is properly funded with your assets (the most common failure mode is trusts that are drafted but never funded).
The $399 covers the trust drafting; the $300 Johnson Legal execution session covers the funding session and the pour-over will. Most clients also benefit from a real-property assignment ($99 TOD deed bundle) as part of the overall package.
Kentucky authority
KRS Chapter 386B (Kentucky Uniform Trust Code — adopted 2014). Common law principles for trust formation and trustee duties.
What happens after you start
Your draft is assembled from your answers, reviewed by Durward Elton Johnson before delivery, and sent to you via secure one-time-use download link. The delivery includes the document itself, a Kentucky-specific wet-ink execution instructions packet, and a receipt.
The information on this page is general — it is not legal advice for your specific situation. Bluegrass Cornerstone is a service of Johnson Legal PLLC, a Kentucky law firm. When you engage Cornerstone, you engage Johnson Legal PLLC under a standard attorney-client relationship.
Steps to get it
You complete the trust questionnaire here. Because the trustee provisions, the funding mechanism, and the integration with your retirement and insurance beneficiaries all need attorney judgment, your answers are drafted into a trust that the supervising attorney reviews before it is delivered — the $399 covers that drafting and review.
The trust only works once it is FUNDED. Signing the document moves nothing into it; the most common failure mode is a trust that is drafted but never funded. The separate $300 Johnson Legal execution and funding session is where the trust is signed before a notary, your assets are retitled into it (real property by deed), and your pour-over will is executed — schedule it so the trust actually controls your assets at death.
If you are unsure whether a trust is the right fit for your situation, you can reach out before you buy.
