A Revocable Living Trust is a legal document that allows you to place your assets (like your home, bank accounts, and investments) into a trust while you’re alive. You stay in control, and when you pass away, your assets are transferred to your loved ones quickly and privately—without going through probate court.

A will only goes into effect after you pass away and must go through probate, which can be expensive and time-consuming. A trust, on the other hand, goes into effect immediately, avoids probate, keeps your affairs private, and can even provide instructions if you become unable to make decisions.

A Trust Review ensures your current plan still reflects your wishes and complies with current laws. Major life changes—like marriage, divorce, grandchildren, or buying new property—often mean your trust needs updating. Without a review, your plan may leave gaps or mistakes that could affect your family.

It’s recommended to review your trust every 3–5 years or after any major life event (like retirement, moving, or a family change). This keeps your plan current and effective.

No. While traditional attorney-prepared trusts often cost $2,500 or more, our comprehensive trust package is available for just $997—making it affordable without sacrificing quality or protection.

If you don’t have a trust, your assets may go through probate when you pass away. This process can take 12–18 months, cost your family thousands in legal fees, and expose your private information in public court records.

Our package includes:

- Customized Revocable Living Trust

- Pour-Over Will

- Power of Attorney (financial & medical)

- Healthcare Directive / Living Will

- Instructions for funding your trust

- Certified Estate Planner review and support