REVOCABLE LIVING TRUST
Protect Your Assets. Avoid Probate. Keep Your Wishes Private.
A Revocable Living Trust gives you a flexible way to manage your assets during your lifetime and provide clear instructions for what happens to them after your death.
When properly created and funded, a trust can help your family avoid probate for assets held in the trust, maintain greater privacy, and make it easier to manage those assets if you become unable to do so yourself.
You remain in control of your trust during your lifetime and can generally change or revoke it as your circumstances change.
Flexible. Private. Built for the future.
A comprehensive option for individuals and families who want more control over how their assets are managed and transferred.
BENEFITS
Why Choose a Revocable Living Trust
Avoid Probate
When properly funded, assets held in a trust can generally pass according to the trust’s terms without going through probate—saving your family time and keeping the process more private.
Plan for Incapacity
A trust can provide instructions for how trust assets are managed if you become unable to manage them yourself, helping provide continuity without unnecessary disruption.
Create Clear Rules and Conditions
You can provide instructions for how and when assets are distributed, including:
Ages for distributions
Staggered distributions
Instructions for children or other beneficiaries
Conditions or protections appropriate for your plan
Maintain Control
With a revocable living trust, you generally remain in control during your lifetime and can amend or revoke the trust as your circumstances change.
Protect Your Privacy
Probate proceedings can become part of the public record. Assets transferred through a properly funded trust can generally be administered outside probate, providing greater privacy for your family and estate.
Complete Trust Package
Your trust package includes the essential documents needed to create a comprehensive estate plan, along with the documents needed to help put your assets and wishes in place.
Revocable Living Trust
Establishes your trust and provides instructions for managing and distributing assets held in the trust.
Can be amended or revoked during your lifetime.
Certification of Trust
Provides evidence that your trust exists and summarizes certain key information without generally requiring you to provide the entire trust agreement.
Useful when dealing with banks, financial institutions, and other third parties.
Pour-Over Will
Provides instructions for assets that remain outside your trust at death.
Works alongside your trust as part of your overall estate plan.
Statutory Durable Power of Attorney
Names someone you trust to handle financial and legal matters on your behalf.
Helps provide continuity if you’re unable to manage those matters yourself.
Medical Power Of Attorney
Names someone you trust to make healthcare decisions for you if you’re unable to make or communicate those decisions yourself.
Allows you to choose who will speak for you rather than leaving that decision uncertain.
Advance Directive
Documents your wishes regarding certain medical treatment if you become unable to communicate or make those decisions yourself.
Provides guidance to your loved ones and healthcare providers.
HIPAA Authorization
Allows the people you designate to access protected health information when needed.
Helps your chosen family members or other trusted people communicate with healthcare providers and stay informed about your care.
Special Warranty Deed
Transfers qualifying Texas real property into your revocable living trust.
Helps properly fund your trust so the property can be administered according to your trust plan.
Witnesses and Notarization
We coordinate the required witnesses and notarization as part of your signing appointment.
Included with your package at no additional charge.
Also Included: Lifetime edits and document repository
Ready to Put Your Trust in Place?
Protect your family, simplify the transfer of your assets, and put a comprehensive estate plan in place with guidance from start to finish.