Protect your assets and ensure smooth transfer of wealth with a properly formed trust — avoiding probate, preserving privacy, and giving your beneficiaries clear instructions for the future.
We assist in forming revocable living trusts or irrevocable trusts that safeguard your assets from probate, protect your estate's privacy, and ensure your beneficiaries receive what you intend without court involvement. Your trust documents will clearly define trustee authority, beneficiary rights, asset distribution instructions, and successor trustee provisions — drafted professionally and delivered ready for notarization and execution.
Common Questions, Clear Answers
A revocable trust (living trust) can be changed or cancelled by the grantor anytime during their lifetime, offering flexibility but limited asset protection. An irrevocable trust cannot be easily changed once established, providing stronger asset protection and potential tax benefits, but less flexibility. We'll help you choose based on your goals.
With a revocable living trust, you maintain complete control as the trustee during your lifetime. You can buy, sell, or manage trust assets freely. With an irrevocable trust, you transfer control to the trustee, which provides asset protection benefits. The level of control depends on the trust type and how it's structured.
Yes! Assets held in a properly funded trust avoid probate, saving time and money for your beneficiaries. Unlike a will, which goes through public probate court, a trust allows private transfer of assets according to your wishes. This is one of the main reasons people establish trusts.
Trust formation costs vary based on complexity. Simple revocable living trusts are less expensive than complex irrevocable trusts with special provisions. Our service includes document preparation, guidance on funding the trust, and instructions for ongoing management. We'll provide a quote based on your specific needs.
