Revocable “Living” Trust/ Family Trust
Individual Trust
Joint Trust for Couple
2 Individual Trusts for a Couple (no estate tax planning)
Package: Includes Trust(s), Pourover Will(s), Financial Powers of Attorney(s) and Advance Health Care Directive(s).
Subtrusts: Testamentary Minor's Trust and Special Needs Trusts
Any desired supplemental work, such as an attorney opinion letter, is done at our hourly rate of $375.
- Provides incapacity planning for each party and inter vivos (valid during lifetime) guardianship arrangements for minor children in case of the parent(s) incapacity
- Used for larger or more complicated estates, or where privacy and/ or disinheritance are concerns
- Designates beneficiaries to receive assets
- Establishes Bypass, Special Needs, Testamentary Minors’ or other “add-on” trusts
- Avoids probate