For those who want a more complete plan that helps avoid probate and keeps things simple for their loved ones, The Basic Trust offers an approachable, well-rounded solution. It includes a Simple Revocable Trust—a flexible way to manage and distribute your assets according to your wishes—along with a Trust Certification and Pour-Over Will to ensure everything is legally aligned. You’ll also receive essential healthcare and financial documents: a Healthcare Power of Attorney, Advance Directive with HIPAA Disclosure, and Financial Power of Attorney. It’s a smart step for anyone looking to protect their legacy while keeping control and reducing future burdens on family.

• Simple Revocable Trust

• Pour-Over Will

• Trust Certification

• Healthcare Power of Attorney

• Advance Directive (Living Will)

• HIPAA Disclosure

• Financial Power of Attorney