All Packages Receive a 10% Discount for the Month of September 2026
Simple Trust Estate Plan
Tailored Control, Protection, and Continuity for Specific Family Needs
While many families are well-served by a will-based plan, certain situations require extra structure. A revocable living trust plan offers greater control over how, when, and under what conditions your assets are distributed, ensuring ongoing protection for vulnerable loved ones and seamless management during incapacity.
What’s Included in the Package
Revocable Living Trust Agreement: A customized legal document that holds title to your assets, outlines specific distribution rules or age milestones for beneficiaries, and names a Successor Trustee to step in without court intervention.
"Pour Over" Will: Acts as a safety net to catch any overlooked assets and transfer them into your trust upon your death, while also nominating guardians for minor children.
Durable Power of Attorney for Property: Authorizes your agent to handle non-trust financial matters and coordinate with your trust during incapacity.
Healthcare Power of Attorney & Living Will: Ensures your medical wishes and end-of-life decisions are directed by someone you trust.
Trust Funding Assistance & Primary Real Estate Deed: A trust is only effective if it is funded. We draft and record the deed to transfer your selected real property into the trust and provide practical instructions for re-titling accounts.
Who Should Consider This Package?
A trust-based plan is recommended if you have specific family or property considerations, including:
Blended Families: You want to provide support or housing for a surviving spouse while legally protecting an inheritance for children from a previous relationship.
Specific Distribution Control: You want to stagger distributions over time (e.g., at ages 25, 30, and 35) rather than handing an 18- or 21-year-old a lump-sum inheritance.
Beneficiaries Needing Protection: You have a loved one with special needs who relies on government benefits (SSI/Medicaid), or a beneficiary who struggles with debt, addiction, or financial management.
Out-of-State Real Estate: You own real estate in multiple states and want to prevent your family from having to open multiple probate proceedings.
Seamless Incapacity Administration: You want a successor trustee to immediately manage family finances and assets if you experience cognitive decline or severe illness, avoiding potential delays with institutional powers of attorney.