LIVING TRUSTS

  • Revocable during your lifetime
  • Becomes irrevocable after your death
  • NO PROBATE
    • Property is automatically transferred to your beneficiaries
    • A Living Trust is less costly than probate
    • A Living Trust is less burdensome for Beneficiaries than probate
  • Our Standard Living Trusts Include:
    • Revocable Living Trust
    • Revocable Will
    • Durable Power of Attorney for Assets
    • Durable Powers of Attorney for Healthcare
    • Durable Power of Attorney for Healthcare or Advanced Directive, Living Will, Nomination of Conservator, Appointment of Guardian, and Anatomical Gift
    • Trust Certification
    • Pour-Over Will
    • Assignment of Furnishings and Personal Effects
    • Organized in a professional quality binder with tabs and inserts
    • Plain English summaries of documents and their purpose
    • Funding instructions with enough clarity to allow you to easily transfer assets to the Trust

Additional Estate Planning Documents to Suit Your Needs

  • Separate Property Agreement
  • Spendthrift Trust – to protect assets when a Beneficiary has money management problems
  • Asset Protection Trust – to safeguard property from creditors
  • Pet Care Trust – to ensure your animals are properly cared for

Educational Trust – for the education or training of your Beneficiaries