Protect your assets, provide for your loved ones, and avoid the complexities of probate with our Trust-Based Estate Planning Packages. These comprehensive solutions are designed to meet your unique needs while offering flexibility, control, and peace of mind.
 
What Is a Trust-Based Plan?
A trust-based plan goes beyond a basic will by creating a legal entity to hold and manage your assets. This allows for a seamless transfer of wealth to your beneficiaries, avoiding probate and ensuring privacy.
 
Our Trust-Based Packages Include:
Basic Trust Package:
Revocable Living Trust: Safeguard your assets during your lifetime and streamline the transfer to your beneficiaries.
Pour-Over Will: Captures assets not included in the trust and ensures they are distributed according to your wishes.
Durable Power of Attorney: Designates a trusted individual to handle financial matters if you become incapacitated.
Advance Healthcare Directive/Living Will: Provides clear medical instructions.
Family Trust Package:
Includes all elements of the Basic Trust Package.
HIPAA Authorization
Trust Funding Guide
Premium Trust Package: 
Includes all elements of the Basic & Standard Package
Personal Property Memorandum
Trustee Education Session
 
Why Choose a Trust-Based Plan?
Probate Avoidance: Your assets are transferred directly to beneficiaries without court involvement.
Privacy Protection: Unlike a will, a trust is not part of public records.
Control and Flexibility: Dictate how and when your assets are distributed.
Comprehensive Coverage: Protect your legacy while addressing unique family dynamics and financial goals.
 
Who Is This For?
Individuals and families with significant or diverse assets.
Parents of minor children or loved ones with special needs.
Business owners seeking seamless succession planning.