Why can't I make a joint trust?

If you're unable to create a joint trust on our platform, it's likely due to your state's property laws and our current platform limitations. Here's an overview to help you understand the situation.

Community Property States

In community property states, most property acquired during a marriage is considered jointly owned by both spouses. This means that both partners share equal ownership of assets and debts accumulated during the marriage.

Community property states include: Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington, Wisconsin

If you reside in one of these states, our platform supports the creation of a joint trust for you and your spouse.

Non-Community Property States

In non-community property states, property acquired during marriage is generally considered separate unless explicitly titled jointly.

While joint trusts are legal in these states, our platform currently does not support creating joint trusts if you live in a non-community property state. Instead, we create separate trusts for each individual.

Non-community property states: Alabama, Arkansas, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, West Virginia

How Our Platform Handles Trusts

• Community Property States: Users can create a joint trust with their spouse.

• Non-Community Property States: Users will have separate trusts, as joint trusts are not supported by our platform in these states.

This approach ensures your estate planning aligns with your state’s laws while remaining compatible with our platform.