A trust keeps your estate out of probate, protects your privacy, and puts you in complete control — without delays or extra expense for the people you love.
A revocable living trust is a legal entity you create during your lifetime to hold your assets. You remain in complete control as the trustee — you can change it, add to it, or revoke it at any time.
When you pass away, your assets transfer directly and immediately to your beneficiaries — no court, no probate, no public record. Your family gets access in weeks, not years.
It also protects you while you're alive. If you become incapacitated, a successor trustee you've named steps in seamlessly — without the expense or delay of court intervention.
A trust plan includes everything in our will plan, plus the trust documents and funding guidance that make it work.
The core document — holds your assets, names your trustees, and directs distribution to your beneficiaries.
A safety net that captures any assets not formally transferred into your trust during your lifetime.
Step-by-step support for re-titling your home, accounts, and investments into the trust's name.
Protects your finances if you're ever temporarily or permanently unable to manage them yourself.
Names a trusted person to make medical decisions when you cannot.
Documents your end-of-life care preferences in legally binding form.
You own real estateProperty in a trust transfers immediately at death — no probate, no court delays, no public record.
Privacy matters to youUnlike a will, a trust never becomes public record. Your assets and beneficiaries stay completely private.
You want immediate access for your familyTrust assets transfer in weeks — not the 12–24 months probate typically takes.
Your family situation is complexBlended families, special needs planning, multi-generational wealth — a trust gives you the control to handle it right.
You want incapacity protectionA trust manages itself seamlessly if you become incapacitated — no court-appointed conservatorship required.
Understanding the key differences helps you choose the right level of protection for your family.
| Feature | Will | Trust |
|---|---|---|
| Takes effect | At death only | Immediately (and at death) |
| Requires probate | ✗ Yes — public court process | ✓ No — bypasses probate entirely |
| Privacy | ✗ Becomes public record | ✓ Completely private |
| Incapacity protection | ✗ Not covered | ✓ Successor trustee steps in |
| Asset transfer speed | 12–24 months (probate) | Weeks — no court delays |
| Names guardian for children | ✓ Yes | ✗ Requires a pour-over will too |
| Upfront cost | Lower | Higher upfront — saves more long-term |
of the estate is typically lost to probate fees — avoided entirely with a properly funded trust
typical probate timeline — a trust passes assets to your family in weeks, not months
unlike a will, a trust never becomes public record