Transfer
Trust Funds
Keep what you built inside the family — out of probate, out of public record, and distributed on your terms.
A will tells a court what you wanted. A trust keeps the court out of it. The difference shows up as months of delay, public filings, and legal fees your family pays out of the estate you left them.
A trust also lets you set conditions. Money at 25 instead of 18. Funds released for education but not for a car. Protection for a beneficiary who is not ready to manage a lump sum.
Trust drafting is done by an estate attorney. Our part is making sure the assets and policies are titled and beneficiary-designated so the trust actually receives them.
Not sure if this is right for you?
That is exactly what the free consultation is for.