This approach provides privacy, probate avoidance for funded assets, and predictable asset distribution. It also allows you to adjust terms as life changes, such as marriage, the birth of children, or shifts in asset holdings. Our team helps you evaluate whether this option suits your goals.
Enhanced privacy protects sensitive family information from public access and preserves your control over who receives what assets and when they receive them.
Our team combines broad experience with clear, compassionate communication. We tailor strategies to your goals, explain options plainly, and help you implement a plan that works for your family and timeline.
We schedule periodic reviews to keep the plan aligned with changes in law, finances, and family circumstances.
A revocable living trust is a flexible vehicle that allows you to place assets under your control during life and modify terms as circumstances change. It can help with incapacity planning and streamline asset distribution after death, potentially avoiding probate for assets that are funded into the trust. This approach offers privacy and adaptability for evolving family needs.
Not all assets are automatically excluded from probate. If assets are not funded into the trust, they may still go through probate. Proper funding is essential to realize the probate-avoidance benefits. Our team reviews which assets should be transferred and how to title them correctly.
Funding typically involves retitling real estate, transferring bank and investment accounts, and updating beneficiary designations on life insurance and retirement plans. We provide a step-by-step checklist and work with financial institutions to ensure assets are correctly titled and designated to the trust.
A trustee should be someone you trust with financial matters and organizational ability. This can be a family member, friend, or a professional institution. We advise on duties, compensation, and successor planning to minimize administration delays and conflicts.
Powers of attorney handle financial decisions, while healthcare directives address medical preferences. These documents work together with the trust to provide a cohesive plan for incapacity and end-of-life decisions, reducing potential disputes and ensuring your wishes are followed.
Yes. A revocable living trust remains fully adjustable during your lifetime. You can amend, revoke, or replace terms as family circumstances, finances, or goals change. Regular reviews help keep the trust aligned with your current situation and the law.
Fees vary based on complexity and asset count. We provide clear, upfront estimates for drafting, funding, and ongoing reviews. Our goal is transparent pricing while delivering practical planning that fits your needs and timeline.
Timing depends on asset list, document coordination, and funding. A typical process spans a few weeks to a few months, with faster timelines possible for straightforward cases. We coordinate steps and keep you informed throughout.
Multi-state assets require coordination to ensure proper titling and jurisdiction-specific requirements. We help with out-of-state property, ensuring equitable distributions and avoiding inconsistent plans across states.
Our firm emphasizes practical communication, customized planning, and clear next steps. We focus on your goals, explain options in plain language, and guide you through drafting, funding, and ongoing maintenance with consistent support.
