Wills and Trusts That Actually Work the Way You Need

It’s easy to put off creating a will or trust—until it’s not. Whether you're planning for your family’s future, dealing with a blended household, or just trying to make things simpler for your loved ones, I’ll help you choose the right tools and explain everything in plain English.

Wills vs. Trusts: What’s the Difference?

Understanding the right choice starts with the basics:

Wills outline who inherits your assets and who should care for minor children. They must go through probate, which means they become public and take time to process.

Revocable Trusts (often called "living trusts") let you transfer property outside of probate, maintain privacy, and retain control over your assets during your lifetime.

Testamentary Trusts are built into your will and take effect upon your passing—commonly used for minor children or dependents with special needs.

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Who Needs a Trust?

Not everyone needs a separate trust, but it’s a smart tool in cases like:

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Blended families

“His kids, her kids, our kids” needs careful planning.

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Single individuals with no close relatives

A trust can prevent assets from going to unknown or unintended heirs.

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Privacy-focused individuals

Trusts avoid probate, keeping details out of public record.

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Those with property in multiple states

Trusts can avoid multiple probate filings.

Frequently Asked Questions

  • How do I choose the right executor or trustee?

    Start with someone you trust who’s organized and reliable. I’ll guide you through your options—including whether co-executors or professional trustees make sense.

  • Do I need a lawyer if I already filled out an online will?

    In my experience—over 2,500 estate plans and counting—DIY documents almost always create more problems than they solve. A solid legal review is worth it.

  • What if my situation changes?

    I offer easy updates and amendments. Your plan should grow with you.

Let’s make sure your plan holds up when it matters most.

Book a Planning Session