Trust and Fiduciary Services

A family trust, also known as a living trust or revocable living trust, is a legal document that describes your legacy and directs how your assets are to be managed during your life and shared among and transferred to your heirs following death. Often assets may be retained in the trust following death for the maintenance and protection of your heirs. This type of trust, if properly funded, will avoid probate and pass your estate to your heirs more efficiently.