Trust Package

With our trust package, individual and joint trusts can be created along with amendments 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 Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Disposition of Remains

** All trust packages can be customized to client needs

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