How it works
- Jonathan drafts the trust and a “pour-over” will that catches anything left outside it.
- You serve as trustee and keep full control. You can change or revoke the trust at any time.
- Your home, accounts and other assets are retitled into the trust. This step, called funding, is what makes the trust work.
- If you become incapacitated or die, your successor trustee manages and distributes the assets under your instructions.
What’s included in a trust-based plan
The trust, a pour-over will, financial and medical powers of attorney, a directive to physicians, HIPAA releases and help funding the trust.
Find out whether a living trust fits your family. Schedule a consultation.