A properly structured revocable trust can be used as part of an estate-planning strategy to help organize and manage assets during your lifetime and establish instructions for how certain assets should be handled in the future.

Our Basic Revocable Trust Service Includes

• Estate Organization — Establish a basic framework for organizing designated assets and beneficiaries.

• Asset Distribution Planning — Document your general wishes regarding the distribution of applicable assets.

• Privacy Considerations — A trust may provide certain privacy benefits depending on the applicable jurisdiction and circumstances.

• Probate Planning — A properly structured and funded trust may help avoid probate for certain assets, depending on local law and how the assets are titled.

• Trust Administration Guidance — Assistance with understanding the basic responsibilities associated with establishing and maintaining the trust.

Professional Service Fee

Basic Revocable Trust Package: $3,500.00

The fee covers the services specifically included in your service agreement. Government fees, registration fees, legal services, accounting services, notarial fees, or other third-party expenses may be additional where applicable.

Trusts and estate-planning requirements vary by jurisdiction and individual circumstances. A revocable trust does not automatically avoid probate or provide the same benefits for every client. We recommend obtaining appropriate legal advice regarding your specific situation. Voiding probate, privacy, and basic asset distribution.