Estate Planning Services

Living Trust & Estate Planning Services

A living trust works best as part of a coordinated estate plan. These pages explain the role of each document and where legal review matters.

Services

Create a revocable living trust designed around your family, property and successor-trustee choices.

Change selected provisions of an existing revocable trust.

Replace and reorganize the operative terms of an older trust while preserving continuity where appropriate.

Review real estate, financial accounts and other assets to determine how they should be owned or designated.

Coordinate trust, will, power of attorney, health-care directive and asset-transfer choices.

Designate an agent to handle financial and legal matters if needed.

Name health-care agents and document wishes for medical decision-making.

Review an older plan after family, financial or legal changes.