Trusts

Trusts

A Trust is a comprehensive way to plan for your estate. A Trust, similar to a Will, allows you to designate responsible parties and plans of action upon your passing. This includes designating who receives your assets and establishes who should provide care for a minor child through guardianship provisions. However, Trusts have many benefits that Wills do not.

Our Trust Packages

  • Outline how assets are to be disbursed upon passing
  • Provide specific plans for how one’s assets are managed during incapacity
  • Transfer real property or other assets into the Trust
  • Establish guardianship for minors and allocate resources for their care
  • Establish guardianship for pets and allocate resources for their care
  • Appoint individual(s) to make financial decisions on your behalf if you are unable to do so
  • Appoint individual(s) to make healthcare decisions on your behalf if you are able to do so
  • Outline healthcare wishes (life-saving measures, comfort care, etc.)
  • Outline post-death care (plans for remains, services, etc.)

Benefits of a Trust

  • Avoids probate entirely so assets are disbursed quickly, privately, and most cost effectively
  • Allows the ability to detail specifics over who gets what upon passing (Ex: can allow one to postpone distributions to young beneficiaries until they have reached an age of financial maturity or on the condition of meeting certain education requirements, etc.)
  • Ensures minor children are cared for by a carefully selected individual of your choice
  • Gives a trusted individual financial access to manage your affairs in the event you are incapacitated (avoids missed payments, payment of utility bills, etc.)
  • Individual appointed to be Power of Attorney has the ability to use your financial resources for your best interest
  • Provides control over healthcare choices
  • Provides control over post-death choices
  • Can be established to protect the assets beneficiaries receive from being accessible to potential future creditors
  • Avoids family members or court appointed individuals from having to make difficult decisions during a crisis

Testimonials

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“Travor was easy to work with and very accommodating. He made what can easily become a confusing process, easy to understand and follow. We had a good experience in setting up our Trust, Wills and Healthcare directives.”
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“It is with great pleasure that I am able to write a review for lawyer Mr. Moses. I hired him to create me a living Trust. He was friendly and professional since i first contacted him via phone. He patiently, and clearly explained all the options and suggested the best one in my particular situation. Lawyer Moses was always available to answer my questions and concerns. he would soon return my phone calls or text messages when sometimes was not available. He delivered the finished document timely as he promised. I without hesitation highly recommend Lawyer Travo J Moses.”

-Pablo Franco

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“Working with Travor has been awesome. Not only is he affordable, but also is very knowledgeable with everything you can think of involved with establishing a trust or other financial planning. I am glad I was referred to him and would not hesitate in referring others his way as well!”

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“Excellent Service – We had the pleasure of working with Travor on a family will and trust. He was extremely knowledgeable and provided tremendous insight into areas that we would have otherwise completely overlooked. He handled everything for us, including document submissions, title transfers, etc. It was a very turnkey process and I would highly recommend him. We look forward to working with him in the future on other projects.”

-A.B.

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“Ethical, knowledgeable and professional. Well versed in Estate planning and Trusts. We have worked with him for many years and admire his work ethic, his professionalism, his care and concern for this clients and his ability to get the job done! We sincerely recommend Travor as an attorney.”

-N.C.

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“A Great Estate Planning Attorney. Travor J. Moses customized the estate planning documents to my needs and communicated with my CPA to help understand and resolve my legal issues. Travor is exceptional in his knowledge, professionalism, courteousness, and availability.”

-D.R.