A Trust helps you keep control, maintain privacy, and often avoid probate so your family can settle affairs quickly and quietly. Succession+ designs trusts that fit your life today and adjust as it changes.
If your goal is simple, keep your loved ones out of court and focused on healing, a Revocable Living Trust is the clearest path. A Will is still important, but it doesn’t avoid probate. A trust lets your wishes move forward quietly and privately, so your spouse isn’t chasing paperwork and your kids aren’t stuck waiting for the court’s timetable.
With a trust in place, and your key assets titled to it, your plan works behind the scenes. Settling your affairs becomes calmer, faster, and far less public. Most of all, it gives your family something priceless in a hard moment: clarity, comfort, and the space to grieve without extra stress.
If you want your family to have privacy, clarity, and calm when life changes, a Revocable Living Trust isn’t a “nice-to-have”, it’s the plan that keeps love and order at the center.
Your spouse could face frozen finances because no one has immediate authority to access key accounts.
Your home could sit in limbo because the title isn’t set to transfer outside of court.
Your blended family could fracture because your wishes aren’t clearly spelled out and honored.
Your business could grind to a halt because no successor has authority to run payroll or sign checks.
Your child with special needs could lose benefits because an outright inheritance counts against eligibility.
This flexible trust allows you to stay in full control of your assets during your lifetime, while making it easy to transfer everything privately and efficiently after you pass.
For those looking to shield assets from creditors, reduce estate taxes, or qualify for Medicaid, an irrevocable trust attorney can help you create lasting legal protection.
Built into your Will, this trust activates only after your death. It’s ideal for parents of minor children or anyone who wants more control over how assets are distributed over time.
We help families provide long-term care for loved ones with disabilities, without jeopardizing eligibility for government benefits.
Give back to causes you care about while receiving potential tax advantages and securing income during your lifetime.
The quiet step that makes everything work. We help retitle key assets so your trust actually does what it’s meant to do.
A trust isn’t just paperwork, it’s a way to make hard moments gentler and give your family clarity when they need it most.
Avoid the courtroom: Settle your affairs privately and, in many cases, faster than probate.
Stay in control today: Manage everything while you’re well; if you’re ever unable, your chosen trustee steps in without court delays.
Protect the people you love: Provide for a spouse, support a child over time, and safeguard a beneficiary who needs extra care.
Keep your life private: Your plan and asset details stay out of public records.
Reduce stress and conflict: Clear instructions mean fewer questions, fewer disagreements, and a smoother path forward.
Every family has unique hopes, challenges, and questions when it comes to planning for the future. At Succession+, we make the process clear, comfortable, and centered around what matters most to you—so you can move forward with confidence and peace of mind.
Most people put off estate planning because it feels overwhelming. But when you sit down with us, you’ll find something different: clear guidance, a human approach, and deep respect for your time and your story.
Got any questions? We’re here to help!
Your successor trustee steps in to manage trust assets without court delays, and your powers of attorney cover health care and non-trust finances—keeping life steady for your family.
Not entirely. You’ll still want a simple pour-over Will to catch any assets left outside the trust and to name guardians for minor children.
