Living Trust
Your Future, Your Terms, Your Trust.
Protect your family and your life's work
A living trust is a powerful asset management tool that enables you to take full control of your assets (like properties, bank accounts and investments) while you're still around, ensuring a smooth transfer to your beneficiaries after you're gone. It effectively avoids the probate process, saving both time and money for your loved ones.
Additionally, a living trust maintains your privacy, as it does not become a matter of public record like a will. Other benefits include the ability to designate a successor trustee and a living trust can be modified or canceled while you're alive.
By establishing a living trust, you are making a confident choice for a streamlined and effective planning strategy.
Included Services
This section provides a list of services included in our Living Trust process.
1
In-Home or On-Site Consultation
Our professionals meet with clients at their home, office, or preferred location to discuss their family, financial situation, and estate planning goals in a private and convenient setting.
3
Creation of the Living Trust Document
We prepare a customized revocable living trust tailored to the client’s specific needs and goals, designed to avoid probate and ensure smooth transfer of assets.
5
Delivery & Final Review Appointment
We return to deliver the finished trust book and review its contents with the client, answering questions and confirming understanding of next steps.
7
Mobile Notary Service
(Optional, Not Included)
Notary service is not included, but we offer convenient mobile notary options at an additional cost to help clients finalize signatures at their home or office.
2
Personalized Estate Planning Review
We guide clients through the process of identifying assets, beneficiaries, successor trustees, and any special provisions to ensure the trust reflects their wishes.
4
Complete Trust Package
Clients receive a professionally bound trust book that includes:
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Revocable Living Trust
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Pour-Over Will(s)
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Durable Power of Attorney
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Advance Health Care Directive(s)
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HIPAA Authorization
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Certification of Trust
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Final Instructions
6
Local Filing
We handle any required local filings related to the trust (e.g., property transfer documents) to help ensure the trust is legally complete and recognized.
