From idea to funded trust in four simple steps. No lawyer marathon required.
Each step takes minutes, not months. Here's exactly what happens.
What do you want to protect? Pick the scenario that fits your life right now.
Paycheck protection — lock your income before you can spend it
Savings lock — make it hard (or impossible) to dip into savings
Complex situation — custom rules for unique financial needs
How strict should access be? You decide the friction between you and your money.
Flexible — 24-hour waiting period before withdrawals
Moderate — written justification required for access
Strict — trustee approval needed for any withdrawal
No Access — fully locked until a future date or condition
Review your trust document, understand the terms, and provide your legally binding digital signature.
AI-drafted trust deed tailored to your rules
Plain-language summary of every clause
Digital signature with document storage
Move money into your trust. Choose the method that works for you.
Direct deposit — route your paycheck automatically (recommended)
Link your bank — connect via Plaid for easy transfers
Manual transfer — wire or ACH at your own pace
Every dollar in your trust falls into one of three rule-governed buckets.
Bills on autopilot. Rent, utilities, subscriptions — paid automatically, on time, every time.
Locked with real friction. Choose how hard it is to access: 24 hours to completely locked. Early access may require fees, written reasons, or approval.
Spendable with guardrails. Your discretionary money, with optional category blocks and daily limits.
$5,000–$15,000+
$5,000–$15,000 setup cost
3–6 months to finalize
Requires a lawyer
Paper documents
Expensive to update
$29.99/mo
$29.99/mo — everything included
Set up in minutes
AI-powered, no lawyer needed
Digital-first documents
Update anytime, instantly
Set up your trust in minutes. No lawyers, no paperwork, no hassle.
Rule-based trusts for protection, privacy, and legacy. Built for modern life.
Product
Overrule does not provide legal, tax, or financial advice. Trust services involve complex legal and financial considerations. Availability varies by jurisdiction. Not FDIC insured through Overrule directly — deposits held at partner banks may be FDIC insured up to applicable limits.
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