Take The Guessing Out of Trust Planning

Why it’s important

Estate planning is considered one of the most important things an adult can do when planning for the future. While death is inevitable, the emotional and financial stress one leaves behind when they pass away doesn’t have to be. A well-drafted estate plan provides for the clear and orderly transfer of a person’s assets at the time of their death. That’s where revocable living trusts come in.

A “living” trust is simply a trust you create while you’re alive. The beneficiaries you name in your living trust receive the trust property when you die. You could instead use a will, but wills must go through probate — the court process that oversees the transfer of your property to your beneficiaries.

Many people create a revocable living trust as part of their estate plan. You can modify or revoke (cancel) this type of trust at any time. Typically, you’ll name yourself as the “trustee” of your trust. This means that while you’re alive, you retain control of the trust and its property. In your trust document, you’ll also name a “successor trustee” to take over and manage the trust after you die; this person will distribute the property in the trust to your beneficiaries. (If you create a shared living trust, as is often done by married couples, then your successor trustee would assume control after both spouses have died.)

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Our Values

We make estate planning approachable and understandable

There are no ‘stupid’ questions—we know estate planning can be tricky and complicated.

We give you all the information and guidance needed to feel confident in your decisions.

How It Works

1. Initial Phone Call

During a free 20 minute phone call, you’ll discuss your family, occupation, nature of assets, and any questions or concerns you might have. During this call, we can recommend an appropriate estate plan and provide a fixed fee.

2. Follow-up Email

After the call, you’ll receive an email summarizing our discussion. This includes items like our preliminary plan recommendation, our fixed fee, and a request to schedule our design meeting.

3. Design Meeting

This meeting can be held in person or via Zoom, and typically lasts about an hour. You’ll meet with Scott Golightly and associate attorney, Kellie Truslow, who will help you design your complete estate plan.

4. Draft & Revisions

Within a week, you’ll receive the drafts of all the documents we discussed. Any questions or revisions you have at this time will be addressed until everything has your approval.

5. Final Steps

Upon approval of your plan, you’ll come into our office for the document signing. We supply the witnesses and notary to officially execute the documents. During this meeting, we’ll cover ‘what’s next’ to ensure all parts of the plan are complete.

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FAQ

Are there any downsides to a revocable living trust?

The only downside is the upfront cost. A revocable living trust estate plan costs more than a last will and testament estate plan, but the cost of probate and application of the probate tax is entirely avoided when you pass away

What should I expect when working with your firm?

Quick responses from qualified, compassionate professionals that leave you feeling confident and comfortable in whatever the future holds.

Golightly

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