Revocable Trust-Based Estate Plan

 When someone dies, they can no longer own property, so their assets must be retitled. Probate is the court process used to transfer those assets, which can be public, slow, and burdensome for your family. A trust-based estate plan can avoid or minimize probate by moving assets into your trust during your lifetime so they can pass privately and efficiently after your death. 

  If you are not sure whether a trust-based plan is right for you, start with the Estate Planning intake form. I will review your information and then call you to discuss your options, fees, and whether a trust-based or will-based plan makes the most sense in your situation. 

• 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.

After I receive your completed form, I’ll review it, call you to discuss your goals, and, if everything is a good fit, send you an engagement agreement.