Trusts: More Control, Less Hassle

Trusts allow you to transfer property and set rules for how it’s managed or distributed—either during your lifetime or after your death. They offer privacy, flexibility, and more control than a basic will.

Types of Trusts

Revocable Living Trusts
These can be changed during your lifetime and become locked in after death. They’re often used to avoid probate and simplify things for your loved ones.

Irrevocable Trusts
Once created, these are difficult to change or revoke. They’re typically used for asset protection or advanced tax planning.

Testamentary Trusts
These are built into your will or revocable living trust and only take effect after death. They’re commonly used to manage inheritances for minors or beneficiaries with unique needs.

Real World Scenario: When a Will Isn’t Enough

Nora assumed her will would cover everything. But her estate included property in two states. After her passing, her children had to open probate in both states—doubling the time, cost, and complexity. A revocable trust could have streamlined the process and spared them the extra burden.

Will and Trust Packages

Simple, Flat Rate Pricing

At Heircraft Planning, we believe estate planning should bring peace of mind—not surprise costs. That’s why we offer predictable, all-inclusive pricing based on the type of plan that fits your needs. Most families choose either a Will-Based Plan or a Trust-Based Plan, and we’ll walk you through both options during your first meeting. Your plan is personal, and so is our process. We’ll guide you with care, answer every question, and adjust along the way—because when life changes, your estate plan should too.