What Is a Living Trust?
A revocable living trust is a legal arrangement you create during your lifetime to hold your assets. You typically remain in full control as trustee while you’re alive, and name a successor trustee to step in if you become incapacitated or pass away — without a court needing to get involved.
Because assets held in the trust don’t pass through probate, your family can typically access them faster, more privately, and at lower cost than they would through a will alone.
Our Process
Consultation
We review your assets and family goals to see if a trust is the right fit.
Draft & Fund
We prepare the trust document and guide you through retitling assets into it — a step people often miss on their own.
Ongoing Guidance
We’re available as your situation changes — new assets, a move, or updates to your beneficiaries.
A trust works well alongside a Last Will & Testament as backup coverage, and if your home is your main asset, a Lady Bird Deed may be a simpler alternative. See our full Estate Planning services.
Common Questions
Does a living trust replace a will?
Most people still have a simple backup will alongside a trust, to cover anything not transferred into the trust. The two typically work together.
How is a trust actually funded?
Assets like real estate, bank accounts, and investments need to be formally retitled in the name of the trust. We walk you through this step by step so nothing is left out.
Is a trust only for wealthy families?
No. Trusts are often just as valuable for avoiding probate delays and keeping matters private for moderate estates, including a single family home.