
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
