What is a Trust?

A Trust is the most comprehensive estate plan. This allows you to have “control” beyond the grave - and even plan for incapacity. This document is comprehensive and executed by you. When you create a trust, you are creating an entity of sorts. You have to fund it, maintain it and ensure it is updated. 

How to get started with a Trust?

Our trust process is straight forward. It all starts with a free consultation. From there we are able to make the proper recommendation for you and your unique situation.  After our call, you will receive an engagement letter you can sign electronically and your invoice to pay online. All estate plans are done on a flat fee which is found on our website. Then, you will receive a secure form where you can provide information regarding your family, possessions and plans.  Reach out now to begin the trust process!