Estate Planning Package
Custom Trust Package
A trust-based estate plan for smoother transfer, probate avoidance, and privacy, with every supporting document included.
Quick Answers
- A revocable living trust lets your assets transfer to beneficiaries without going through probate.
- You maintain full control as trustee and can change or revoke the trust at any time.
- Custom Trust Package starts at $4,000 individual and $5,000 couple.
- Includes trust, pour-over will, powers of attorney, advance directive, and one property deed.
- Trusts provide privacy. Unlike wills, they do not become public record through probate.
Transparent Starting Prices
Custom Trust Package
$4,000
individual, $5,000 for couples
- Revocable Living Trust
- Pour-Over Will
- Financial Power of Attorney
- Medical Power of Attorney
- Living Will and Advance Directive
- Quitclaim deed for one property
- Associated ancillary documents
Your Trust-Based Estate Plan
Revocable Living Trust. The centrepiece of your plan. Your trust holds your assets during your lifetime and distributes them to your beneficiaries without probate when you pass away. You keep full control as trustee and can modify the trust at any time.
Pour-Over Will. A safety net that catches any assets not already in your trust and directs them there after you pass away. It also names guardians for minor children.
Powers of Attorney and Advance Directive. Financial power of attorney, medical power of attorney, and a living will or advance directive, the same incapacity planning documents included in the will package. These ensure someone you trust can act on your behalf.
Quitclaim Deed and Ancillary Documents. Transfer of one property into your trust via quitclaim deed, plus all necessary ancillary documents to fully fund and support your trust-based plan.
A Note on Washington Estate Tax
Washington has a state estate tax. If your total estate value is above approximately $3 million, it may be worth discussing disclaimer trust or credit shelter trust structures. The right approach depends on your specific circumstances, and we will cover this during your consultation if it applies to you. Learn more about Washington estate tax.
Customise Your Trust Plan
Depending on your estate and family situation, you may benefit from additional trust provisions. We will discuss what makes sense during your consultation.
- Spousal trust provisions
- Credit shelter or bypass trust
- Disclaimer trust
- Special needs trust
- Lifetime trust provisions beyond a simple minor's trust
Related Resources
Custom Will Package — a straightforward will-based plan with every incapacity document included.
Compare Packages — side-by-side comparison with starting prices.
Avoiding Probate in Washington — how trusts and beneficiary designations bypass the court process.
Frequently Asked Questions
A revocable living trust is a legal entity you create during your lifetime to hold your assets. You maintain full control as the trustee, and you can change or revoke the trust at any time. When you pass away, assets in the trust transfer to your beneficiaries without going through probate.
A trust avoids probate, which saves time and keeps your plan private, provides more control over how and when beneficiaries receive assets, and can help with real estate coordination. It is often the right choice if you own property, want privacy, or have complex family dynamics.
A pour-over will works alongside your trust. If any assets are not transferred into your trust during your lifetime, the pour-over will directs them into the trust after you pass away. It is a safety net to make sure everything ends up where you intended.
Washington has a state estate tax with an exemption threshold currently around $3 million. If your total estate value is above that amount, it may be worth discussing disclaimer or credit shelter trust structures. The right approach depends on your specific circumstances, and we will talk through it during your consultation.
Yes. The Custom Trust Package includes a quitclaim deed for one property to transfer it into your trust. Additional properties can be transferred for an additional fee.
No. With a revocable living trust, you remain the trustee and keep full control. You can buy, sell, and manage trust assets just as you do now. You can also modify or revoke the trust at any time.
Let's Build Your Trust-Based Plan
Book a virtual consultation and we will design the right trust structure for your family.
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