Category #1

If you’re like most people, you’ve been putting this off for a while. Trust wants to make this is as easy as possible for you to complete once you’ve started the process. Turn around time can be as little as a week or two once we’ve received the information we need. And we will walk you through everything!

Trust’s goal is to make estate planning accessible and easy for families. We can do most of our meetings over the phone (during nap time or after bedtime or on the weekends), we charge a flat fee, and children are always welcome to join us when we meet to finalize your documents.

One of Trust’s goals is to make estate planning more affordable than traditional law firms. Trust charges a flat fee for each custom estate plan so you don’t need to worry if your children interrupt our meeting — we are not charging you by the minute like many law firms. Each of our estate plans is customized for your specific needs and fees are assessed accordingly. For details, please contact us so we can discuss the best plan for your family.

YES! If you have children, life insurance, or care about what may happen to your assets upon your death, estate planning is imperative. Trust customizes each of our plans to meet your family’s specific needs.

A power of attorney for health care allows you to name an agent to make health care decisions for you if you are alive but unable to communicate them. A power of attorney for health care also includes end of life decision making language.

A power of attorney for property allows you to name an agent to make financial decisions for you if you are alive but unable to communicate them

There are many advantages to having a trust, even if you feel like you don’t have a “trust fund baby” estate.

• Most importantly, a trust allows you to create a long-term management plan for your assets, which is particularly important if you have a life insurance policy.
• If all of your assets are properly titled in the name of your trust, it is possible to avoid the probate process at the time of administering your estate.
• Additionally, having a trust allows your successor trustee to continue to manage your finances during your life if you are unable to manage them yourself without needing a court to appoint a guardian to do so.
• Finally, trusts are private documents

A will allows you to name an executor to handle the initial administration of your estate. That includes gathering financial information and may include probate. A will is also the place you name a guardian for your minor children. A will can also distribute specific items of personal property.