Trust-Based Estate Plan

Printable PDF (best for planning): If you’re still deciding who to name as your substitute decision makers, download the PDF first and use it to brainstorm and take notes. When you’re ready and your choices are clear, you can then complete and submit the online form.
Online Web Form (preferred): If you already know who you want to act as your substitute decision makers, go straight to the web form. It usually takes about 15–30 minutes to complete.

To get started, please complete a short intake form. It usually takes about 15–30 minutes to finish. After I receive your completed form, I’ll review it, call you to schedule a time to discuss your goals, and, if we decide to move forward, I will send you a written engagement agreement. Most estate planning matters are handled on a flat fee basis.

What’s included

A trust-based estate plan usually includes:

Revocable living trust
Pour-over will
Durable financial power of attorney
Patient advocate designation with advance directive
Funeral representative designation
Deed work, if needed, to align your home with your plan (such as a Ladybird deed or deed into your trust)

Why it matters:

What’s included

It creates a coordinated plan for incapacity, death, and asset distribution.

Next step:
Complete the estate planning intake form, and I will review it and call you to discuss your options and fees.

Revocable Trust-Based Estate Plan

What’s included

What’s included

What’s included

Why it matters:

What’s included

What’s included

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