Trust-Based Estate Plans
A trust-based estate plan uses a revocable living trust as the primary vehicle for managing and transferring your assets, supported by a pour-over will, powers of attorney, and healthcare directives that work together as one complete plan.
- Keep your estate out of probate and private
- Cover your assets, incapacity, and care in one plan
- Spare your family court involvement
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What a Trust-Based Plan Includes
A complete trust-based plan from Moses Estate Planning typically includes several documents that each serve a specific purpose and together cover every aspect of your estate and incapacity planning:
- Revocable living trust as the primary asset holding and transfer vehicle
- Pour-over will to capture any assets not transferred to the trust before death
- Durable financial power of attorney for incapacity management
- Healthcare power of attorney designating a medical decision maker
- Advance healthcare directive outlining your treatment preferences
- Trust funding guidance to ensure assets are properly titled in the trust
A single document rarely covers a whole life. A trust-based plan covers your assets, your incapacity, and your care as one.
Each piece does its job, and together they leave no gaps for your family to fall through.
Why Trust-Based Plans Are Preferred for Most Families
For families who own real property, have minor children, or want to keep their affairs private, a trust-based plan provides advantages a will-only plan cannot.
Avoid Probate
Assets held in the trust pass to your beneficiaries without probate, saving time and expense.
Stay Private
The terms of the trust remain private, unlike a will that becomes part of the public probate record.
Immediate Incapacity Management
If you become incapacitated, your successor trustee can manage your affairs immediately, with no court involvement.
Work directly with Travor Moses
Travor Moses is an estate planning and elder law attorney licensed in Idaho, California and Florida. When you reach out, you work with him directly, not a call center or an intake queue.
He explains your options in plain language and builds a estate plan around your family and your goals, not a fill-in-the-blank template. Initial consultations are always free.
Meet TravorBuild a Complete Plan
Travor Moses assembles every document into one coordinated plan during a free consultation.
More About Trust-Based Plans
A trust that is not properly funded is largely ineffective. Funding means retitling your assets into the name of the trust. Moses Estate Planning guides clients through the process and provides a clear checklist of what needs to be transferred and how. Learn more on our Funding Your Trust page.
Build a Complete Trust-Based Estate Plan
One coordinated plan covers your assets, your incapacity, and your medical wishes. Travor Moses offers free consultations to put it together.