Getting started with planning your estate is free.

We believe everyone should be educated to make informed decisions for the protection of themselves, their loved ones, and their assets. That is why our process begins with a free local seminar on estate planning.

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Our process

Protect your loved ones in 4 easy steps

People in a seminar
01
step 01

Neighborhood Seminar

Join our local Managing Attorney for a complimentary, 1-hour legal education seminar that teaches the necessities and importance of estate planning. During this seminar, we demystify the complexities of estate planning and offer valuable insights. All seminars are conveniently located in your neighborhood for you and your loved ones to join.

step 02

Consultation

During the initial one-on-one consultation, you will meet with our Managing Attorney to explore your background, family dynamics, and aspirations. Based on your specific goals, we will provide you with a transparent flat fee quote for crafting your comprehensive, personalized estate plan.

02
Consultation meeting
Manager helping client
03
step 03

Planning Session

Once you have retained our law firm to create your estate plan, you will then meet with your Managing Attorney in a virtual or in-person Planning Session to go through the specifics of your tailored plan. Our team is here to guide you throughout the process, diving into the nitty-gritty details of your estate plan, ensuring we capture every nuance and aspect of your wishes.

step 04

Signing Event

The Signing Event is a special in-person experience that officially documents your arrangements and protects your assets. Leave all the planning up to us, we provide the notary and witnesses and will be there to guide you through the document execution process. Once those signatures are in place, you can breathe easy knowing that you have taken the steps necessary to protect what matters most.

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Woman signing agreement
FAQs

Wills

When people think of estate planning, they first think of a will. A last will and testament, often referred to simply as a ‘will’, is a legal document that outlines an individual's final wishes regarding the distribution of their assets and the care of any dependents after their death.

It is important to note that a will only becomes effective upon the individual's death and must go through the probate process, which is the legal process of validating the will and distributing the assets to the designated beneficiaries. At the end of the day, a will is a roadmap for the courts to determine how an estate should be distributed.

It is very important to speak with a licensed attorney to better understand your estate planning options to ensure your plan provides peace of mind, clarity, and legal protection for both you and your loved ones.

Frequently asked questions

Man listening to professional advice

Is there a minimum income requirement for estate planning?

No, we offer estate planning for everyone, regardless of their wealth. It helps to ensure that your assets are distributed according to your wishes, and it can also include arrangements for healthcare decisions and guardianship for minor children.

Working with a lawyer can be expensive, will you charge me by the hour?

No, at TrustWorks we have a flat fee. We believe in transparent pricing and you'll never pay more than the price you are quoted.

I have a Will, why do I need to do estate planning?

While a Will is a crucial part of estate planning, it may not cover all of your needs. Other important documents such as a Trust, Power of Attorney and Advanced Healthcare Directives should also be included to ensure comprehensive protection and planning.

I have Life Insurance, do I still need to complete an estate plan?

We believe that Life insurance can be a valuable part of your estate plan, however it doesn't replace the need for other documents such as Wills, Trusts, and Healthcare Directives.

FAQs

Trust

A trust is the most comprehensive, effective, and secure way of ensuring both you and your loved ones are properly planned for in life, incapacity, and death.

An inter vivos trust, also known as a living trust, is a legal arrangement in which an individual's assets are placed into a trust during their lifetime for the benefit of themselves and others. The person who creates the trust, often referred to as the grantor or settlor, transfers ownership of their assets into the trust, which is then managed by a trustee. This type of trust is established while the grantor is alive and can be revocable or irrevocable. Below is a brief outline as to the key differences between a revocable and irrevocable trust:

Revocable Trust

Flexibility:

Trusts allow asset management during your lifetime and in case of
incapacitation, while wills only take effect upon death.

Probate Avoidance:

Assets in a revocable trust can bypass probate, saving time and costs
associated with the probate process.

Privacy:

Unlike wills, which are public records, revocable trusts remain private, ensuring the confidentiality of your asset distribution.

Incapacity Planning:

A revocable trust can include provisions for managing your assets in the event of your incapacity, ensuring smooth management without the need for a court-appointed guardian.

Irrevocable Trust

Asset Protection:

Assets transferred into an irrevocable trust are typically shielded from
creditors, lawsuits, and potential estate taxes, providing a level of protection for beneficiaries.

Tax Benefits:

Irrevocable trusts can provide tax benefits, such as reducing estate taxes, gift taxes, and income taxes, depending on the type of trust and the assets held within it.

Medicaid Planning:

By transferring assets into an irrevocable trust, you may potentially meet the eligibility requirements for Medicaid, as those assets are no longer considered as part of your estate.

Control and Direction:

Once established, an irrevocable trust offers a level of control and
direction over how the assets are managed and distributed, providing a sense of security for beneficiaries and protecting assets from mismanagement or spendthrift behavior.

Factors to consider when choosing between a trust and a will

Privacy and Probate

Wills are public and go through probate, while trusts remain private and
bypass probate.

Complexity and Control

Trusts offer more control but can be more complex to set up, while
wills are simpler but offer far less control.

Asset Management

Trusts allow asset management during your lifetime and in case of
incapacitation, while wills only take effect upon death.

Estate Taxes and Costs

Trusts can potentially reduce taxes and legal costs, whereas wills may
incur higher probate-related expenses.

Specific Circumstances

Trusts consider family situation, nature of assets, and goals for
distribution, especially if there are minor children or beneficiaries with special needs.

Flexibility and Customization

Trusts provide more flexibility in specifying conditions for asset
distribution, while wills are generally less flexible.

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