Everything you've built deserves a plan.
Preparing important family documents like revocable trusts and wills can feel overwhelming. Lineage walks you through the process, helping you organize your information, prepare your documents, and understand what needs to happen next.
Lineage is an educational technology platform, not a law firm, and does not provide legal advice. Document requirements vary by state.
Lineage plan
A guided legacy planning platform
Lineage is being built to help you easily learn about trusts, wills, and legacy planning documents. Put information to use by filling in a template, organizing your details, and keeping track of the steps that follow.
1. Answer simple questions
2. Get your documents
3. Print and sign
4. Complete any additional steps
5. Update anytime
Guided blueprints
Our platform is being designed based on multiple proven blueprints that have helped thousands of Americans. We want to make these processes simple, accessible, and affordable. The blueprint we are using has helped over 2400 people learn how to make their own trusts and save up to $10,000 in attorney's fees.
Protect your family & their future.
Having an attorney prepare a trust can be very expensive, and trying to do everything yourself can be confusing. These are some reasons why people postpone their documents.
"It's only for wealthy people."
A trust can be useful even when your biggest asset is your family home.
"It costs thousands of dollars."
Having an attorney prepare a trust often costs $3,000 to $10,000. Lineage offers a simpler, more affordable path for everyday families.
"It's too complicated."
The terms and paperwork can feel overwhelming. Lineage explains each step in plain language as you go.
"I don't know where to start."
You'll answer one simple question at a time, and Lineage puts your answers into the right documents.
Legacy planning doesn't have to require:
A $3,000–$10,000 attorney fee
Legal jargon you can't understand
Weeks of waiting for an appointment
Starting from scratch when something in your life changes
Being confused about doing it right
Piles of documents to interpret alone
Being rich
Subscriptions or hidden fees
Introducing Lineage
Lineage is being built to help you easily learn about trusts, wills, and legacy planning documents. Put information to use by filling in a template, organizing your details and keeping track of the steps that follow. Join the wait list to get early access.
Coming soon: Every document your family needs, in one place.
Revocable living trust
Decide who receives your home, money, and belongings. It can also help your family avoid the time, cost, and stress of probate.
Pour-over will
A backup plan for anything you didn't place in your trust, so it's directed into your trust later.
Durable financial power of attorney
Choose someone you trust to manage your money and pay bills if you're unable to.
Medical power of attorney
Choose someone you trust to make medical decisions for you if you can't make them yourself.
Healthcare directive
Write down your wishes for medical care, so your loved ones and doctors know what you'd want.
Certification of trust
A short document that shows your trust exists without sharing the private details inside it.
Guardianship nomination
Name the person you'd want to care for your minor children. A court generally makes the final decision.
HIPAA authorization
Let people you trust receive certain medical information about you when needed.
FERPA authorization
Once a child turns 18, parents lose automatic access to school records. This lets your adult child give you access.
Guided step-by-step experience
Plain-language education
Funding checklist
Made by attorneys
Other methods vs. Lineage plan for creating a trust
Hiring an attorney
Often $3,000 to $10,000
Appointments and wait times
Your attorney explains it
Personalized help
Document websites
Lower cost, sometimes with add-ons or subscriptions
Start online anytime
It's up to you to learn and figure everything out
Lineage plan
One payment, no hidden fees
Start online anytime, at your own pace
Plain-language explanations at every step
Lifetime access to update anytime
Be one of the first to know
Lineage plan helps you learn about revocable trusts, what they do, and what you need. It brings your information, trust template, and available checklists together, helping you keep track of your progress and understand what still needs to be done. Join the waitlist for launch updates, early access information, and practical tips for getting ready to prepare a revocable living trust.
Who We Help
03 / Industries
Counsel for the innovators shaping every sector.
From first filing to enforcement, we manage every stage of the IP lifecycle with strategic, business-minded counsel.
Technology Companies
Software Developers
Startups
Lineage plan
Manufacturers
Engineers
Universities
Creators & Authors
Artists
E-commerce Brands
Consumer Products
Biotechnology
AI & Emerging Tech
Consumer Electronics
Life Sciences
Research Institutions
Now the process is simple, easy to track, & more affordable.
How it works
1. Learn the basics
Get a plain-language explanation of what each document does and what you'll need to consider.
2. Fill in the template
Answer the questions and enter the information needed for the documents supported by our platform.
3. Follow the next steps
Sign and notarize your paperwork. Then use our checklists to help you keep track of what still needs to be done.
Our trust process, made easier to follow
Learn
01
- Why funding matters
- What a revocable trust does
Build your plan
02
- Add your family details
- Choose your beneficiaries
Prepare
03
- Review your documents
- Review before you print
- A clear place to keep your progress
Sign
04
- Print your documents
- Follow the signing steps
Fund
05
- Review your assets
- Track what still needs attention
Update
06
- Revisit your plan over time
- Make changes as life changes
Why Lineage?
Attorney-developed. Attorney-reviewed.
Lifetime access
No hidden fees
Updated when laws change
Who is it made for?
Lineage is for anyone who's building a life and wants to make sure the people they love are taken care of.
Parents with young or adult children
Married couples and single parents
Homeowners
Business owners
Anyone who wants to make their wishes known
When an attorney is the better fit
Lineage may not be right for complex family situations, significant assets that need advanced tax planning, special needs planning, complicated business structures, or international assets. If you need personalized advice, we recommend working with a qualified attorney.
Be first in line and get our free guide.
Join our email list
Join the Lineage waitlist for launch updates and early access. We'll email you the free Lineage guide right away.
FAQs
TESTIMONIALS
From the pre-established revocable trust blueprint
"I wish I had found this years ago."
“I was quoted $4,200 by an estate attorney. After Pat’s course I had my trust set up in a weekend and fully funded within two weeks. I wish I had found this years ago.”- Sandra M., Phoenix, AZ · Homeowner and mother of 3
"Highly recommend this"
"Testimonial lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim dolor elit." - Your Name
"Highly recommend this"
"Testimonial lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim dolor elit." - Your Name
"My life changed forever"
"Testimonial lorem ipsum dolor sit amet, consectetur adipisicing elit. Autem dolore, alias, numquam enim dolor elit." - Your Name
Why planning is important
What happens when there isn’t a plan?
Most people think legacy planning is something to deal with later. But young families can face important decisions too.
Without the right documents and instructions, your family would have to rely on state law, court procedures, and account paperwork to decide parts of their future. That can create delays, confusion, and decisions you would rather have made yourself.
What is a revocable trust?
A revocable living trust is a legal arrangement that lets you decide how your assets will be managed. You can make changes to the trust during your lifetime, and you can usually continue managing the assets you place in it. You also name someone you trust to step in and manage the trust if you're unable to, and to handle the assets according to your wishes if you can't.
Why a trust is key
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Waitlist & Email Marketing Consent
© 2026 Lineage. A brand operated by Sosa and Peep LLC. All Rights Reserved.
Why create Revocable?
As a mother who wants to protect her child and his future. Pat created her own trust and realized how she could help others create their own trust.
Pat is a financial educator and her goal is for other mothers and families to be protected and have their wealth (no matter how big or small) well structured and ready in case one of life's unexpected events happen.
"He's the reason I stopped putting this off. Whoever comes to mind right now?
That's your reason too."
Why Choose Our Firm
04 / Approach
Why clients trust us with their most valuable assets.
01
Deep IP Expertise
Registered patent attorneys with technical depth across disciplines.
03
Personalized Service
Direct attorney access and counsel tailored to your situation.
05
Strategic Portfolio Management
We build and maintain IP portfolios that compound in value.
07
National & International Reach
Coordinated IP protection across U.S. and foreign jurisdictions.
02
Business-Focused Strategy
Legal decisions aligned with commercial goals, not just the filing.
04
Transparent Communication
Clear scope, clear timelines, and clear pricing from the start.
06
Litigation & Enforcement
Proven experience protecting rights in and out of the courtroom.
08
Responsive Counsel
Prompt, dependable communication when timing matters most.
Our Process
05 / Method
How we work — a disciplined path from idea to protection.
1
Initial Consultation
Understand your business,
innovation, and goals.
2
Legal Assessment
Evaluate protection options and identify risks.
3
Strategy Development
Recommend the most effective IP strategy.
4
Protection & Enforcement
File, register, negotiate, or litigate as needed.
Featured Success Stories
06 / Outcomes
Results that protect value and advance our clients' goals.
Representative outcomes shared with client confidentiality preserved.
01
Patent secured for an early-stage medical device startup.
Patent · Medtech
02
Trademark portfolio developed and protected for a national consumer brand.
Trademark · Retail
03
Successful defense against infringement claims for
a manufacturer.
Litigation · Manufacturing
04
Licensing agreement negotiated for a growth-
stage software company.
Licensing · Software
Attorney Profiles
07 / Team
Registered patent attorneys and seasoned IP counsel.
Jonathan Reyes
Partner · Patents
Education
Reg.
Admissions
Focus
J.D., [Law School]; B.S. Electrical Eng.
[State] Bar · USPTO
Registered Patent Attorney
Software, electronics, AI
Priya NADAL, Esq.
Partner · Trademarks
Education
Admissions
Reg.
Focus
J.D., [Law School]; B.A. Marketing
[State] Bar
Brand protection, licensing
INTA · AIPLA
Marcus Feld
Counsel · Litigation
Education
Admissions
Reg.
Focus
J.D., [Law School]; B.S. Mech. Eng.
[State] Bar · Fed. Circuit
Registered Patent Attorney
IP litigation, enforcement
Client Testimonials
08 / Voices
What our clients say about working with us.
★★★★★
They understood our technology and our business. The patent strategy they built became a real competitive asset.
R. Chen
Founder, Medtech Startup
★★★★★
Responsive, precise, and genuinely strategic. Our trademark portfolio has never been in better hands.
M. Alvarez
CMO, Consumer Brand
★★★★★
When we faced an infringement claim, their litigation experience made all the difference. Calm, expert counsel.
T. Osei
GC, Manufacturing
Educational Resources
09 / Insights
Guidance to help you make informed IP decisions.
Educational Resources
Patent vs. Trademark: Which Do You Need?
A clear framework for choosing the right protection for your idea.
Legal Update
Recent Changes in U.S. Trademark Practice
A clear framework for choosing the right protection for your idea.
FAQ
The Cost & Timeline of a
Patent
Realistic expectations for budget and process, start to finish.
Case Study
Building a Defensible Brand Portfolio
How a national brand structured its trademark strategy.
Whitepaper
Protecting IP in AI & Emerging Tech
Strategies for safeguarding innovation in fast-moving fields.
Webinar
IP Essentials for Founders
A clear framework for choosing the right protection for your idea.
FAQ
10 / Answers
Frequently asked questions.
Do I need a patent or a trademark?
A patent protects inventions and how things work; a trademark protects brand identifiers like names and logos. Many businesses need both. We'll assess your situation and recommend the right mix.
How long does trademark registration take?
Typically 8–14 months with the USPTO, depending on office actions and oppositions. We manage the full process and respond to any issues that arise.
What can be patented?
New, useful, and non-obvious inventions — including processes, machines, compositions, and improvements. We conduct searches to assess patentability before you invest.
How much does a patent cost?
Costs vary with complexity and type. We provide transparent estimates up front and structure the work to fit your budget and strategy.
What should I do if someone copies my work?
Document the infringement and contact us promptly. Options range from cease-and-desist letters to negotiation or litigation, depending on your goals
Can I protect my intellectual property internationally?
Yes. Through mechanisms like the PCT and Madrid Protocol, we coordinate protection across foreign jurisdictions with trusted global counsel
How long does copyright protection last?
Generally the life of the author plus 70 years. Terms differ for works made for hire and older works — we'll clarify what applies to yours.
Protect your intellectual property today.
Whether you're launching a startup, developing new technology,
building a brand, or protecting creative work, our attorneys are
ready to help.
Contact
11 / Reach Us
Speak with an intellectual property attorney.
Representative outcomes shared with client confidentiality preserved.
Phone
(385) 452-8020
Office
2901 W Bluegrass BLVD Suit 200, Lehi Utah 84043
Hours
Mon–Fri: 8:30 AM – 6:00 PM
Consultations by appointment
Intellectual property attorneys protecting
ideas, innovation, and brands for the
businesses that build the future.
Practice Areas
Patent Law
Trademark Law
Copyright Law
Trade Secrets
IP Litigation
Licensing
Firm
Attorneys
Industries Served
Resources
Blog
Contact
Get Started
Schedule a Consultation
(555) 123-4567
FAQ
Success Stories
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