Our Trust Estate Plan offers a comprehensive solution for managing and protecting your assets.

Bypass probate court involvement to keep your affairs confidential.

Designate trusted guardians for your children and pets.

Assign responsible individuals to manage your affairs.

Clearly define the distribution of specific gifts, including money, possessions, and property.

Control the allocation of your assets as per your preferences.

Ensure that selected individuals are excluded from receiving your property.

Revocable Living Trust: A flexible legal entity to manage and distribute your assets.

Schedule of Assets: A detailed list of assets incorporated into your Revocable Living Trust.

Last Will & Testament (Pour-Over Will): A legal document to distribute any assets not included in the trust.

Advance Healthcare Directive (aka Living Will): Outlines your end-of-life medical care preferences.

Power of Attorney: Legally appoints someone to make decisions on your behalf when necessary.

Bypass probate court involvement to keep your affairs confidential.

Designate trusted guardians for your children and pets.

Assign responsible individuals to manage your affairs.

Clearly define the distribution of specific gifts, including money, possessions, and property.

Control the allocation of your assets as per your preferences.

Ensure that selected individuals are excluded from receiving your property.

Revocable Living Trust: A flexible legal entity to manage and distribute your assets.

Schedule of Assets: A detailed list of assets incorporated into your Revocable Living Trust.

Last Will & Testament (Pour-Over Will): A legal document to distribute any assets not included in the trust.

Advance Healthcare Directive (aka Living Will): Outlines your end-of-life medical care preferences.

Power of Attorney: Legally appoints someone to make decisions on your behalf when necessary.