Your home passes privately to your family.
Where you are
"I don't want my family stuck in court or losing the house."
You've worked hard for your home and your land. You want it to go to your family, not get tied up in a courtroom for months or sold to cover costs.
What's really going on
Most of the families who come to us have no plan at all, or just a will. A will doesn't keep your home out of court. Without the right planning, your home and land go through probate: a public court process that takes time and money, and can leave your family waiting before anyone can live in, sell, or refinance the house.
Even people who already have a trust are often exposed, because the trust was never funded: the deed was never retitled into the trust and beneficiary designations were never updated. An unfunded trust is just paper.
How we get you there
- Revocable Living Trust built for your family and your property
- Funding done for you: we retitle your deeds and coordinate your accounts so your assets actually follow the plan
- Beneficiary designations reviewed and updated so they match your wishes
- Pour-Over Will to catch anything left outside the trust
- Financial Power of Attorney and Health Care Directive so someone you trust can act if you can't
Where you'll land
A plan that's actually funded. When the time comes, your home passes the way you chose, privately, without your family stuck in court.
Estate planning is offered at a flat fee, so you know the cost before we begin.
Contact us to start your plan or call 334.440.6165.
See all six destinations: How We Help
