Living trusts · for your own plan
A living trust that keeps the house out of probate
A revocable living trust holds your house and accounts while you’re alive and passes them on without a court process. You stay in charge of it, and you can change it whenever you like. One flat fee, for one person or a couple.
In the trust plan
The trust itself, the documents around it, and the paperwork that moves your property into it.
Revocable living trust
Who benefits, when, and who takes over as trustee if you can’t manage it.
Pour-over will
Catches anything left outside the trust and sends it in.
Deed for your home
We prepare the deed that moves your house into the trust and send it for recording.
Funding letters
Ready-to-send letters for each bank and brokerage account, and a checklist to track them.
Powers of attorney
Financial and health care, so the plan works while you’re alive too.
Health care directive
Your wishes about life support and comfort care, in writing.
Trusts: the short answers
Will or trust: which do I need?
A will is enough for many people. A trust earns its cost if you own a house, own property in another state, or want an inheritance held for someone for a while. The first call sorts this out.
Does a trust save taxes?
A revocable trust doesn’t change your income tax, and most estates owe no estate tax either way. Its job is skipping probate and planning for incapacity.
What if I forget to move an account in?
The pour-over will sends it to the trust, though that account may go through probate first. The funding checklist is there so it doesn’t happen.
Find out if a trust is worth it
We’ll tell you on the first call if a will plan would do the job for less.