A trust, plus everything that makes it work.
A trust only avoids probate when it is funded correctly. We build the full package and guide the funding.
- ✓Revocable living trust customized to your estate
- ✓Pour-over will to capture remaining assets
- ✓Financial and medical powers of attorney
- ✓Healthcare directives and HIPAA release
- ✓Lady Bird or transfer-on-death deed (enhanced)
- ✓Funding guidance to title assets correctly
