Living trust services
North Carolina’s experts in living trusts & thoughtful Estate Planning
Our mission is to safeguard & secure your family's future with trustworthy living trust services.
What is a Living Trust?
A Living Trust, also known as a Revocable Trust or Inter Vivos Trust, is a legal document that allows you to place your assets, such as property, investments, and personal belongings, into a trust for your benefit during your lifetime and specifies how those assets will be distributed to your beneficiaries after your passing. Unlike a Will, a Living Trust can avoid the costly and time-consuming probate process, providing a seamless and efficient transfer of assets to your loved ones.
Why Choose D.Rowe Law for Your Living Trust?
1. Experience and Expertise
At D.Rowe Law, we understand that estate planning can be complex. Daniel Rowe brings a wealth of knowledge and expertise to the table. With a background in both law and finance, we provide comprehensive guidance to help you effectively navigate the intricacies of creating a Living Trust.
2. Educational Approach
We believe that an educated client is a confident client. Our educational and empowerment-based approach ensures that you fully understand the benefits and implications of a Living Trust. We take the time to explain complex legal concepts in plain language, allowing you to make well-informed decisions.
3. Customized Solutions
Every family's financial situation is unique. At D.Rowe Law, we don't offer one-size-fits-all solutions. Instead, we work closely with you to develop a customized Living Trust plan that aligns with your specific needs and goals. Your peace of mind is our priority, and we tailor our services accordingly.
4. Comprehensive Services
Our commitment to your financial well-being extends beyond Living Trusts. We offer a wide range of estate planning and financial advisory services, including Wills, Powers of Attorney, Guardianship, and Tax Planning. Our comprehensive approach ensures that all aspects of your financial future are secure.
The Benefits of a Living Trust
1. Asset Management
With a Living Trust, you retain control of your assets during your lifetime. You can buy, sell, or change the terms of the trust as you see fit. This flexibility is invaluable for managing your financial affairs.
2. Probate Avoidance
One of the primary advantages of a Living Trust is that it can help your estate avoid the probate process entirely. This means that your assets can be distributed to your beneficiaries without the delays and expenses associated with probate court.
3. Privacy
Unlike a will, which becomes a public record when it goes through probate, the details of your Living Trust remain private. Your financial affairs and the distribution of your assets remain confidential.
4. Continuity of Management
In the event of your incapacity, your designated successor trustee can seamlessly take over the management of the trust and your assets. This ensures that your financial affairs continue without disruption.
5. Care for Beneficiaries
A Living Trust allows you to specify how and when your assets are distributed to your beneficiaries. You can include provisions for minor children or individuals with special needs, ensuring their financial security.
Our Living Trust Services
At D.Rowe Law, we offer a comprehensive suite of Living Trust services to meet your specific needs:
Revocable Living Trust
A Revocable Living Trust allows you to maintain control of your assets during your lifetime while specifying how they should be distributed after your passing. This trust can be amended or revoked as your circumstances change.
Testamentary Living Trust
A Testamentary Living Trust is created within your will and becomes effective upon your passing. This trust can be used to provide ongoing financial management and protection for your beneficiaries.
Special Needs Trust
A Special Needs Trust is designed to provide for the financial needs of individuals with disabilities without jeopardizing their eligibility for government assistance programs.
The Living Trust Process
Working with D.Rowe Law to establish a Living Trust is a straightforward process:
1. Consultation
We begin with a consultation to understand your specific needs, financial situation, and goals. During this meeting, we'll discuss the type of Living Trust that best suits your circumstances.
2. Document Drafting
We’ll draft the necessary legal documents to establish your Living Trust. We ensure that the documents comply with North Carolina's legal requirements and align with your preferences.
3. Review and Signing
We'll explain each provision of the trust documents and ensure that you're comfortable with the arrangements. Once you're ready, we'll assist you in signing.
4. Asset Funding
Funding your trust is a crucial step. We'll guide you through the process of transferring your assets into the trust, ensuring that they are properly titled.
Get Started with Living Trusts
Let Daniel Rowe, Esq., CPA Provide You With The Peace of Mind That You and Your Family Deserve.
