Your spouse
If you're a husband and wife sharing a trust, you both have full, equal access during life. When one of you passes, the other gets a calm, guided walk through what comes next.
A flexible legal container you control while you're alive. It hands your assets to your family without going through court.
Names guardians for your kids and catches anything the trust doesn't.
Names who makes medical decisions for you if you can't.
Says what kind of care you do and don't want.
Names who can pay bills and manage money for you if you can't.
We walk you through retitling accounts and property into your trust - not putting new money in, just the ownership changes that make the plan work.
Every year, and any time life changes, we walk you through what to update.
Your spouse, trustees, and beneficiaries get the access they need - on your terms.
A flexible legal container you control while you're alive. It hands your assets to your family without going through court.
Names guardians for your kids and catches anything the trust doesn't.
Names who makes medical decisions for you if you can't.
Says what kind of care you do and don't want.
Names who can pay bills and manage money for you if you can't.
We walk you through retitling accounts and property into your trust - not putting new money in, just the ownership changes that make the plan work.
Every year, and any time life changes, we walk you through what to update.
Your spouse, trustees, and beneficiaries get the access they need - on your terms.
Go at your pace, easy to setup from anywhere
"When my mom passed, it was a wake-up call. She thought she'd done everything right - she worked with an estate planning attorney and thought of everything, down to the flowers she wanted at her funeral. But a few things slipped through the cracks - a vehicle, an account, some finances never got retitled. We had to open an estate and go through probate, spending thousands of dollars and months of time while we were still grieving. I built Generational so this doesn't have to be so painful."
Your trustee, beneficiaries, and healthcare agent each know their role—and have clear access to what they need, when they need it.
If you're a husband and wife sharing a trust, you both have full, equal access during life. When one of you passes, the other gets a calm, guided walk through what comes next.
When the time comes, the trustee opens the portal and gets a step-by-step playbook: what to gather, who to call, what to file. No more "I have no idea what I'm supposed to do."
You decide whether they see the plan now (with as much or as little detail as you want) or get full access only when triggered. Either way, they're not left guessing.
The person you've named to make medical decisions has clear, accessible documentation. The hospital sees it in minutes, not days.
It's the thing everyone agrees they should do, and almost nobody finishes. With Generational, you actually do.