A revocable living trust keeps your assets out of probate, keeps your affairs private, and makes sure the business you've built transfers the way you intend. Drafted and funded correctly — in any state.
A trust only works if it's drafted right and funded. We do both.
Trust agreement drafted for your situation — single, married, with kids, with a business to transfer.
Catches anything not yet titled to the trust and directs it there. No asset left behind.
The step everyone skips: retitling your home, accounts, and business interests into the trust so it actually holds something.
Clear designation of who steps in — and the instructions they follow — if you can't serve.
Financial and healthcare directives so decisions get made even if you can't make them.
How your LLC interests and business assets pass through the trust — coordinated with your CPA.
A will goes through probate — months of court, public record, legal fees off the top. A funded living trust skips probate entirely: your successor trustee transfers assets privately, in weeks.
For business owners it matters twice: without a plan, your company can freeze while the court sorts things out. A trust keeps the business running.
We're not attorneys. For complex estates — blended families, special-needs planning, large tax exposure — we coordinate with estate counsel and make sure you arrive prepared.
They do different jobs. The LLC protects your personal assets from business liability; the trust controls what happens to everything — including the LLC — when you're gone. Most owners eventually need both.
Retitling assets — your home, bank accounts, LLC membership interests — into the trust's name. An unfunded trust is an empty envelope. We walk you through every transfer.
Yes — that's the "revocable" part. Amend it any time while you're alive and competent.
No. We draft standard revocable living trusts and coordinate with your CPA on the business side. Complex estates get referred to estate counsel — we'll tell you when that's you.