Trust Formation

You're One Step Away From Creating Your Trust

What Is a Trust?

A trust is a legal arrangement that allows you to decide how your assets are managed and distributed — both during your lifetime and after. Instead of going through probate (which can be slow and costly), assets in a trust are passed directly to the people or causes you care about.

Think of it like a secure container that holds your property — like your home, savings, or investments — and ensures it gets to the right people at the right time.

Tailored to You

We can create any type of trust to meet your unique needs - whether you're planning for your family, protecting assets, or supporting a cause. This no-cost questionnaire will guide you through detailed questions so we can understand your goals and recommend the exact type of trust that fits them best.

Common Types of Trusts:

• Trusts for Estate Planning
• Charitable Trusts
• Life Insurance Trusts (LIT)
• Business Trusts
• Grantor Trusts
• Trusts to Hold Real Estate
• Trusts to Conduct All Types of Business Activities
• Medicaid Asset Protection Trusts (MAPT)
• Trusts to Transfer Assets to Avoid Probate
• Spousal Lifetime Access Trusts (SLAT)

What’s Next?

After you provide your answers on the following pages, our in-house Legal Team will get to work to identify the best type of trust for you. Within 1 to 2 business days, we’ll reach out with a plan and be able to quote you for your customized trust formation.