Living trusts
A trust your family can pick up and use
A living trust holds your home and accounts with you as trustee, and names someone to step in. It is built to keep your family out of probate court and out of guesswork.
We draft the trust, a pour-over will, powers of attorney and health care directives, then prepare the deed and the funding letters that actually move your property into it. A trust that is never funded does nothing, so we treat that part as the job, not an extra.
The trust package includes
A revocable living trust for one person or a couple
A pour-over will
Powers of attorney and health care directives
A deed moving your home into the trust
Letters to retitle your accounts
A binder listing what the trust holds
Who tends to choose a trust
County recording fees are paid at cost and are not part of the flat fee.
Homeowners
Your house passes to your family on the trust’s terms, without a court case.
Blended families
You say exactly who gets what and when, including a spouse’s right to stay in the home.
Parents far from their children
A successor trustee can pay bills and look after the house without waiting for a judge.
Questions about trusts
What is the difference between a will and a trust?
A will takes effect at death and goes through court. A trust works while you are alive and afterwards, and what it holds can pass without court.
What does funding a trust mean?
Moving your property into the trust’s name: a deed for the house, letters to your bank and brokerage. We prepare all of it, and you sign.
Can I change or end the trust?
A revocable trust can be changed or ended by you at any time while you are able to make decisions.
Wondering if a trust fits?
Tell us about the home and the family. We will say whether a trust earns its cost.