A revocable living trust is a legal document that allows you to manage your assets during your lifetime and smoothly transfer them to your beneficiaries upon your passing—without going through probate. It also provides privacy, flexibility, and control over your estate.

Our Revocable Living Trust Package ($1,995) includes:

•  Revocable Living Trust
•  Last Will & Testament
•  Pour-Over Will
•  Durable Power of Attorney
•  Healthcare Power of Attorney
•  Living Will (Advance Directive)
•  Trust Certification
•  Assignment of Personal Property

A stand-alone will ($499) specifies how your assets should be distributed after your passing, but it does not avoid probate like a trust. A trust is typically preferred for those wanting to streamline the process, ensure privacy, and manage assets more efficiently.

Yes! Our trust package includes a pour-over will, which ensures any assets not included in your trust are transferred into it after your passing.

While many trusts are drafted by attorneys, our comprehensive trust documents are professionally prepared and legally sound, offering you the same benefits at a more affordable price.

A revocable living trust itself does not avoid estate taxes, but it can be structured with tax-saving strategies to help minimize them. We can guide you on the best approach based on your estate’s value.

Assets held in a trust bypass probate court, meaning your heirs can receive their inheritance faster and without unnecessary legal fees or delays.

A trust is ideal for those who:

• Own real estate or multiple assets.
• Want to avoid probate and court fees.
• Have minor children and need guardianship planning.
• Desire privacy regarding their estate.
• Want to ensure a smooth transition of wealth to heirs.

Getting started is simple! Contact us for a free consultation, and we’ll walk you through the process of securing your legacy.

My clients are average hard working Americans. We help them avoid market losses, eliminate bad debt and increase tax free income.