A revocable living trust provides privacy, maintains control, and offers a smoother transition of assets if health changes or death occurs. Unlike a last will, it can stay private, avoid public probate, and be updated easily as family circumstances evolve. Proper funding ensures assets pass efficiently to heirs.
A comprehensive approach helps ensure assets transfer smoothly to heirs, minimizes probate exposure, and supports family continuity during emergencies or after death. By aligning documents, trustee duties, and funding, the plan remains actionable and reduces the burden on loved ones.
Our firm offers clear guidance, practical drafting, and a client-focused approach. We help you understand options, tailor documents to your goals, and manage the process with minimal disruption to daily life.
After execution, schedule regular reviews to adjust beneficiaries, update assets, and reflect changes in life circumstances or the law.
A revocable living trust is a flexible estate planning tool that you can modify or revoke during your lifetime. It lets you remain in control of assets while you are alive, and specify how they are managed and distributed after death. Funding is essential: without transferring property into the trust, it cannot govern those assets. The setup also involves choosing a trustee and naming beneficiaries, then periodically reviewing the plan as life changes.
Yes. When assets are titled in the name of the trust, they can pass outside of probate, preserving privacy and often reducing delays. Certain assets may still be subject to probate if they are not properly funded or are held jointly outside the trust, so funding and asset review are critical.
A revocable living trust can avoid probate, provide privacy, and support incapacity planning, while a will directs transfers at death and may require probate. Wills are public records; trusts can be changed during life, and they generally require funding to be effective.
Funding a trust means transferring titles or beneficiary designations into the trust so it can control assets. This step is essential; without funding, the document may not govern assets, and probate avoidance advantages could be lost. Proper funding coordinates asset ownership and beneficiary designations with the trust terms.
If not funded, the trust may fail to control assets; those assets pass under your will or state law, potentially requiring probate. Proper funding involves retitling accounts, changing beneficiary designations, and transferring ownership of property—actions that can be coordinated with an attorney.
Anyone seeking to control how assets are managed after death, reduce probate exposure, or plan for incapacity should consider a revocable living trust. Prospective clients with families, real estate holdings, or business interests may find that a trust offers flexibility and privacy benefits.
Timeline varies with complexity, but many clients complete a draft within a few weeks after initial information is gathered. Funding and final reviews can extend the process to a couple of months, depending on asset types and signatures required.
Yes. Revocable trusts are designed to be flexible; you can amend terms, add or remove assets, and adjust beneficiaries as life evolves. Disclosures and proper execution are important to ensure changes take effect and remain legally enforceable.
Costs vary with complexity, but most plans involve a one-time setup fee plus potential ongoing reviews. We provide transparent fee estimates and explain each milestone so you can manage your budget.
Bring current estate documents, asset lists, and a sense of your goals. Include information on debts, real estate, retirement accounts, and family considerations to help tailor your plan. This enables a productive, focused session.
