With our Living Revocable Trust package, individual and joint trusts can be created along with amendments and restatements to preexisting Trusts. 

A Trust allows your assets to pass directly to beneficiaries without probate, reducing court involvement, delays, and administrative costs. It also lets a successor trustee manage your finances if you become incapacitated, avoiding the need for court-appointed guardianship. 

You retain full control during your lifetime and can amend or revoke the trust at any time.

Included in this package:

• Individual/Joint Trust
• Amendments to Trust
• Assignment of Tangible Personal Property to Trust
• Pourover Last Will and Testament
• Durable Power of Attorney
• Advance Health Care Directive
• Disposition of Remains

** All trust packages can be customized to client needs

The following SubTrusts are offered to customize your Trust to fit your family needs:

• Testamentary Minors Trust
• Special Needs Trust
• Spendthrift Trust
• Continuing Trust

Book an appointment with us to make sure your Trust and estate plan aligns with your intentions.