Living trusts
A living trust, so the house doesn't wait for a court
For homeowners, for blended families, for parents of a child with special needs, and for anyone with property in more than one state.
A revocable living trust holds your house and accounts while you're alive, with you in charge. When you die, the person you named as successor trustee hands them on, privately, without opening a probate case.
A trust only works once it owns things. Our fee includes moving your house into it and written instructions for each account.
What the trust plan includes
One flat fee for one person, and one for a couple.
A revocable living trust
You stay trustee and can change it whenever you like.
A new deed for your home
We prepare and record the deed that moves your house into the trust.
Funding instructions
A letter for each bank and brokerage account, saying exactly what to ask for.
A pour-over will
A safety net that sends anything left outside the trust into it.
Powers of attorney
Financial and health care, so someone can act for you while you're alive.
A trustee's guide
A plain summary for the person who takes over, of what to do in the first month.
Questions about living trusts
Do I lose control of my house?
No. You're the trustee, so you can sell it, refinance it or live in it exactly as before.
Does a trust save taxes?
A revocable trust on its own doesn't change your income or estate taxes. It saves time, court costs and privacy.
What about a special-needs child?
A separate supplemental needs trust can leave them money without costing them benefits. We quote it as an add-on.
What if I buy a new house later?
Buy it in the trust's name, or call us and we'll prepare a deed at a small fixed fee.
Ask whether a trust fits
A free thirty-minute video call, and a written flat fee at the end of it.
The first call is free and doesn't make us your lawyers; a signed engagement letter does.