NAVIGATING TRUSTEES AND BENEFICIARIES
A living trust is a legal arrangement in which an individual (the grantor) transfers their assets into a trust during their lifetime. The grantor usually serves as the initial trustee and maintains control over the assets during their lifetime but names successor trustees to manage the trust in the event of their incapacity or death. The experienced counsel at Estate Planning, Trust and Probate Law Firm, LLC offer comprehensive assistance to Trustees in navigating the complex administration of a Trust. We have the legal expertience to guide and manage the trustee.
TRUST ADMINISTRATION
Services include:
- Living Trust
- Last Will and Testament
- Living Will
- Power of Attorney
- Health Care Directives
- Assisting the Trustee with the administration of the Trust
FUNDING A LIVING TRUST
Funding of your Living Trust is a crucial step; without it, your trust is worthless. The initial funding of your trust includes:
- Your personal residence
- Any paid-off vehicles
- Any business
- All personal property
PROTECTION FOR BENEFICIARIES
Protection for beneficiaries in danger of losing inheritance come standard:
- Minor children
- Special needs
- Drug dependency
- Bankruptcy
- Divorcing spouse
- Creditors
PREPARING FOR THE INITIAL CONSULTATION
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Wills and Trusts aren’t just legal documents—they’re the architects of your legacy, carefully designing who inherits the life you’ve built when you’re no longer here to guide them.
During Your Lifetime…YOU REMAIN THE MASTER OF YOUR DESTINY. Your Living Trust breathes with you—amendable, flexible, and completely within your command as your life evolves and changes.
After Your Journey Ends…YOUR VISION LIVES ON. Your now-irrevocable Living Trust becomes your voice when you can no longer speak. The guardian you’ve chosen steps forward to orchestrate your final wishes with precision and care.
We don’t just deliver documents—we present your legacy in an elegant portfolio worthy of your life’s achievements, complemented by secure digital copies for modern peace of mind. Should disaster strike your physical documents, we’ll replace them immediately at no cost—because your legacy deserves nothing less than perpetual protection.
While Wills must navigate the lengthy corridors of probate court, Living Trusts create seamless pathways for your wishes to flow directly to your loved ones. Why leave your family waiting in courthouse hallways when you can create a direct line to your legacy?
Our meticulously crafted plans don’t just work—they excel where others collapse. Every document is strategically designed to shield your estate from probate’s grasp while providing an unbreakable safety net during life’s most vulnerable moments, from unexpected accidents to critical medical emergencies.
Our commitment to your family’s future doesn’t end with signatures. Enjoy unlimited access to our expertise through phone consultations whenever questions arise. Every three years, we’ll reconnect to ensure your plan still perfectly aligns with your evolving vision. And when the time comes for your trustee to step forward, we’ll be there with them, guiding the fulfillment of your wishes with a complimentary post-death consultation.
Your legacy isn’t just worth protecting—it’s worth perfecting.
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Added Features Included With All Products
MONTHLY
PAYMENT PLANS
We believe everyone should get the estate plan they want. We offer monthly payment plans that allow you to get your estate plan NOW and pay LATER.
90 DAY MONEY
BACK GUARANTEE
We are so confident in our services that we offer a 90-day moneyback guarantee on our living trust package.
FREE
FEATURES
- FREE Unlimited phone calls to discuss your estate plan
- FREE in-office plan reviews
- FREE training for your Successor Trustees.
- Discounts on future services
LOWER COST
ESTATE PLANS
Our estate plans are 25% or less the cost of probate and include more services than higher priced estate plans.
ESTATE PLAN
SECURITY
We protect your estate planning documents from being lost or destroyed:
- Digital copies on flashdrive
- Backup copies on office server.
Schedule a Free Introductory Meeting
Estate Planning, Trust, and Probate Law Firm welcomes you to reach out to our legal practice to schedule an introductory consultation concerning your estate, trust, probate and guardianship concerns.
With offices in Columbus and Delaware, Ohio, we extend our services throughout the state to better assist you. Request a free introductory meeting now by submitting the form on the right.
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