Do I need a will or a revocable living trust?
During our process, we first will educate you about the various estate planning tools and the goals we can accomplish through planning. We’ll then conduct and estate plan audit with you, to help you pinpoint your most important goals and based on this audit, we’ll help you select whether a will-based plan or trust-based plan is the right fit for you. Click here to learn more about the benefits of using a revocable living trust.
If you have a living trust-based estate plan, you should also have what is often referred to as a ‘pour-over will.’