Trust Planning

Plan beyond the will — living and special-needs trusts that keep your estate private, avoid probate and provide for the people who depend on you, with fixed fees wherever we can.

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Overview

Plan beyond the will

A trust does what a will alone cannot — keep your estate private, avoid probate and provide for children, dependants or a family member with special needs. We design the right trust for your situation, draft it clearly and, just as importantly, help you fund it so it actually works. This service is part of our broader Estate Planning practice.

We quote a fixed fee up front for the trust and funding work, and can combine it with a pour-over will and powers of attorney for a complete plan.

What's included

A typical trust plan covers:

Revocable living trusts
Irrevocable and special-needs trusts
Trust funding and asset transfers
Successor trustee provisions
Probate-avoidance strategy

Fixed-Fee Work

from $950

agreed up front

Free 30-minute consultation
Transparent, defined scope
Funding guidance included
Full plan available

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How It Works

Design, fund, protect

Three steps to a trust that does its job when it's needed.

Choose the Trust

We match the structure to your goals — revocable, irrevocable or special-needs — so the plan fits your family.

Draft & Fund

We draft the trust and guide the transfer of your home, accounts and assets into it — the step that makes it work.

Plan Succession

We set out successor trustees and distribution terms so your wishes are carried out smoothly, without probate.

FAQ

Good to know

Do I need a trust or just a will?

A will directs who inherits, but assets still pass through probate. A revocable living trust can keep your estate private, avoid probate and provide for management if you become incapacitated. Many plans use both a will and a trust together.

Will a trust help my family avoid probate?

Yes — assets properly transferred into a living trust generally pass to your beneficiaries without probate, saving time, cost and public exposure. The key is funding the trust correctly, which we handle with you.

Who should be my successor trustee?

Your successor trustee steps in to manage and distribute the trust when you cannot. It should be someone organised and trustworthy — a family member, trusted friend or a professional fiduciary. We help you weigh the options.

Ready to Set Up a Trust?

Book a free, confidential 30-minute consultation. Ask the assistant for a slot.

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Free first consultation Fixed fees where possible Confidential & privileged

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