Trust & Estate Planning

Trust & Estate Planning

Estate planning can be overwhelming, but it’s essential for ensuring your assets, investments, and loved ones are taken care of. At Solist, we offer all clients a complimentary new or revised trust, crafted by our experienced Estate & Trust Attorney, to preserve and protect your assets while creating an efficient plan for management, distributions, and minimizing taxes and challenges.

Establishing an Estate Plan

Planning for the future may seem challenging, but at Solist, we simplify the process. An estate plan is not just a set of documents; it’s a roadmap for your future. It ensures that your assets, including your home, savings, investments, business, and retirement funds, are managed according to your wishes during and after your lifetime. With a comprehensive estate plan, you can:

Protect and Preserve: Safeguard your assets from unnecessary taxes and fees.

Ensure Continuity: Arrange for management of your affairs in case of incapacity.

Avoid Probate: Prevent the lengthy and costly probate process.

Efficient Distribution: Ensure your estate is distributed effectively and according to your wishes.

Minimize Disputes: Reduce the potential for disputes and challenges among your beneficiaries.

Our Process

At Solist, we believe in a personal approach to estate planning. By establishing a relationship with us, you’ll meet our Estate & Trust Attorney to discuss your goals, objectives, and needs for either a new or existing trust. Once we’ve understood your unique situation, we’ll create or revise your trust and deliver the finalized documents to you.

Don’t Wait Until It’s Too Late

Begin your planning today. We focus on being proactive rather than reactive. Setting yourself and your family up for success early on is crucial. Contact us below to start your journey and ensure peace of mind for you and your loved ones.