Trust-Based Estate Plan
Safeguard your legacy and simplify the process.
A Trust-Based Estate Plan offers the most effective way to protect your loved ones and your assets. Here's how it streamlines your wishes:
Seamless Asset Transfer: Avoid probate court delays and ensure your assets pass directly to your beneficiaries, minimizing stress for your family during a difficult time.
Customized Peace of Mind: Our state-specific plans are tailored to your needs, allowing you to nominate guardians for your children, clearly list your assets, and outline your wishes for medical emergencies.
Complete Confidence: With everything documented and organized, you can rest assured your loved ones will be taken care of exactly as you intend.
BENEFITS:
Care for your loved ones: Nominate guardians for your children and pets, ensuring their well-being.
Reduce stress: Appoint a trusted person to handle your affairs, relieving your family of burdens during a difficult time.
Personalize your legacy: Leave specific gifts to cherished individuals, creating lasting memories.
Plan your distribution: Clearly outline how your assets will be distributed, avoiding confusion and potential conflict.
Protect your wishes: Exclude individuals from inheriting your property, ensuring your wishes are followed.
Plan your final wishes: Specify your preferences for your funeral and other arrangements, honoring your wishes and easing the burden on your family.
Make your voice heard: Include any special requests you have, ensuring your individuality is remembered.
Prepare for emergencies: Decide what medical care you want in an emergency, giving your loved ones guidance and peace of mind.
Empower your healthcare team: Designate healthcare agents to make medical decisions if you can't, ensuring your wishes are carried out.
Share medical information: Grant trusted individuals access to your medical records, facilitating smooth communication with your healthcare providers.
Set conditions (optional): Attach conditions to asset distributions, providing guidance on how you'd like your beneficiaries to use your gifts.
Avoid probate hassle: Bypass probate court, ensuring a smoother and faster distribution of your assets to your beneficiaries.
DOCUMENTS:
Revocable Living Trust: This trust manages, controls, and distributes your assets during your lifetime and after your passing. You can easily update it as your circumstances change.
Schedule of Assets: This essential list details all the assets held within your trust, simplifying tracking and management.
Pour-Over Will: This will complement your trust by ensuring any assets unintentionally left outside the trust are ultimately directed to it for distribution according to your wishes.
HIPAA Authorization: This document empowers trusted individuals to access your medical information when needed, ensuring smooth communication with healthcare providers.
Living Will (Advance Directive): This document outlines your preferences for medical care if you are ever unable to make decisions, guiding your healthcare team and respecting your wishes.
Power of Attorney: This document assigns a trusted person (your agent) to manage your personal and financial affairs if you are incapacitated or unavailable.
Certification of Trust: This document, shared with third parties instead of your full trust, summarizes key provisions without revealing private details.