Choosing a revocable living trust helps preserve privacy, minimize probate, and provide clear guidelines for asset management during incapacity or at death. It can streamline distribution to heirs, reduce court involvement, and support tax planning opportunities. Our Mountain View team tailors trusts to reflect family dynamics, asset types, and changing circumstances.
Funded trusts simplify administration, minimize court involvement, and provide clear directions for ongoing asset management, especially during incapacity or after death.
Our firm brings practical experience in estate planning and probate, with a focus on clarity, accessibility, and thoughtful guidance. We work with you to tailor trust provisions that reflect your values and protect those you care about.
We coordinate with financial advisors, executors, and family members to support smooth administration, timely distributions, and clear communication about your plan.
A revocable living trust is a flexible estate planning tool that lets you control assets. It can be changed or revoked during your lifetime, and it often helps your family avoid probate.
In North Carolina, a revocable living trust can help with probate avoidance and privacy. However, some assets may still require probate, and tax considerations vary. Our team will review your situation and design an approach that fits your goals.
Yes. You may serve as the initial trustee and appoint a successor trustee to take over if you become incapacitated or after your death. We tailor the trust to your preferences and ensure a smooth transition of control.
If incapacity occurs, the successor trustee step in to manage trust assets according to the terms. A durable power of attorney helps coordinate financial decisions, while healthcare directives guide medical choices, preserving your wishes when you cannot communicate them.
Funding a trust requires transferring title of real estate, investments, and other assets into the trust. We provide a step by step funding plan and verify that beneficiary designations align with the trust goals.
Bring ID, a list of assets, current wills or trusts, beneficiary designations, powers of attorney, and healthcare directives. We also want to know your goals, family structure, and any specific distribution plans you have in mind.
The timeline depends on asset complexity and funding readiness. A straightforward trust with basic assets can be completed in weeks, while more complex estates may take longer as documentation and funding are completed.
Revocation or amendment is usually possible unless a trust becomes irrevocable after certain conditions. We explain the process, file necessary amendments, and ensure changes reflect your current wishes and comply with applicable laws.
Revocable trusts do not generally reduce estate taxes directly because they remain revocable and under your control. They can coordinate with other planning tools to address tax efficiency, depending on the overall estate plan and state laws.
Costs vary by complexity, asset quantity, and funding needs. We provide transparent pricing and detailed project scopes so you understand both the setup and ongoing maintenance expenses involved.
