Trusts and Estate Planning

WHY DO I NEED AN ESTATE PLAN OR A LIVING TRUST?

Peace of mind. It’s about everyone you love and everything you own. A properly funded estate plan, including a Living Trust, protects you and your family during life and insures that your estate will pass on to whom you want, the way you want, when you want, and with as little cost and time delay as possible.

Simply put, estate planning addresses how to manage your property in the event of your death or incapacity. Our comprehensive approach to estate planning includes a living trust, a pour-over will, powers of attorney, and healthcare directives. Proper estate planning can help you plan your family’s financial security, keep your family’s personal information outside of public view by avoiding probate court, and can help you make important healthcare decisions ahead of time before it’s too late.

WHAT IS THE PROCESS?

The typical estate plan takes about two weeks to complete. There are usually two meetings; the design meeting and then the review and signing meeting.

WHAT IS THE PRICE?

Fees for a customized, fully funded estate plan vary depending upon many factors including whether you are married, single or domestic partners, and the complexity of your plan. Most Living Trust packages are quoted on a flat fee basis.