Planning made simple, with a great attorney.
It's a win-win.
Take your pick.
Our basic living trust estate plan to avoid probate with outright distributions to your loved ones.
- Revocable Living Trust
- Certification of Trust
- Pour-Over Will
- Durable Power of Attorney
- Health Care Directive and HIPAA
- Trust Transfer Deed for Your Home
Our comprehensive living trust estate plan to avoid probate, minimize estate taxes and protect your surviving spouse's and children's inheritance from divorce and lawsuits.
- Includes everything in our Basic Trust, plus:
- Lifetime Protection Trusts to significantly protect your children's inheritance from divorce claims and lawsuits
- Marital QTIP and Bypass Trusts to minimize estate taxes and better protect your surviving spouse's inheritance from divorce claims and lawsuits
- Customized Distribution Options
- Comprehensive Trustee Powers including powers over Digital Assets
With an intro phone call, we can help you determine what you need and give you a flat fee price quote.
Estate Plan Updates
Life happens. Family dynamics and tax laws change. We will make updates to your Living Trust Estate Plan that reflect your situation. Once we learn what you need, we can give you a flat fee quote.
We help the successor trustee administer the trust of a deceased family member. Our fees are based on the terms of the trust, the nature of the assets, and how well the family works together.
If you want to protect your other loved ones, we've got you covered.