- Total Control: Your trust is fully under your command. Alter, amend, or revoke it at any time during your lifetime. It's your assets, your rules.

- Effortless Management: Serving as the Trustee initially, you maintain control. Posthumously, your appointed successor Trustee seamlessly manages and distributes assets to your chosen beneficiaries.

- Secure Future for Loved Ones: Ensure a secure future for your children with subtrust options. Safeguard their inheritance until they reach maturity, preventing potential financial missteps. Choose to split distributions at specific ages or for significant life events like education, homeownership, or starting a business.

- Tailored Benefits for Beneficiaries: Tailor benefits for specific beneficiaries by designating them as "income only." Protect them from receiving a lump sum distribution and provide steady support for their educational, maintenance, and living expenses.

With our Revocable Living Trust, you're not just planning for tomorrow, you're crafting a legacy that lasts.

- Take control of your health decisions with our Living Will and Advanced Health Care Directives. Here's why they're important for you:

- Decide What You Want: With these documents, you can say what you want for your medical care if you're very sick or in a coma. You can tell doctors if you want them to use machines to keep you alive or not.

- Have Someone to Help: Your Living Will agents will help make sure your wishes are followed. Sometimes, your Advanced Health Care Directive can do the same job as a Living Will.

- Make Things Clear: Some hospitals need both a Durable Power of Attorney for Healthcare and a Living Will. They make sure your wishes are carried out. It's important that the people you choose for these roles are the same.

- Share Information: Our Durable HIPAA Statement lets your chosen people see your medical info. This helps them make the best decisions for your care.

With our Living Will and Advanced Health Care Directives, you can make sure your health needs are met, even when you can't speak for yourself.

- Agent for Financial Decisions: This document appoints someone to handle financial matters for any assets not in your Trust if you can't make decisions. (If your assets are already in the Trust, the Trustee can handle this.)

- Protect Your Privacy and Money: By choosing who handles your finances, you keep your privacy and avoid costly legal fees.

- Avoid Public Record: With a Durable Financial Power of Attorney, you prevent a court from taking control of your finances if you can't make decisions. This keeps your financial matters private.

- Durable Power of Attorney: "Durable" means it stays in effect even if you can't make decisions anymore.

- Healthcare Decision-Making: This document lets your chosen person make important healthcare choices for you if you can't.

- Working with Your Living Will: Together with your Living Will, your chosen person can decide on things like life support.

- Pour-Over Will: The Last Will and Testament in your document set is called a "Pour-Over Will." It works alongside your Revocable Living Trust. Its job is to transfer any assets you forgot to put into the trust before you pass away.

- Probate Reminder: If you have assets not in the trust, they usually need to go through probate. To keep things smooth, use the Comprehensive Funding Kit to keep your assets updated.

- Guardianship Appointment: You can also choose guardians for your minor or disabled adult dependents, ensuring their care is in good hands.