What's in a Trust-Based Legacy Plan

Spoiler: It’s way more than just “who gets the house.”


This isn’t just about passing on money — it’s about protecting your people, your wishes, and your sanity  while you’re alive… and sparing your loved ones from legal chaos when you’re not.


A Trust-Based Legacy Plan is like the ultimate backup plan for life’s “what-ifs” — the legal Swiss Army knife that covers:


✔️ What happens to your assets


✔️ Who can make decisions if you can’t


✔️ How to skip the drama (and the probate court)


✔️ And how to keep your business your business


Here’s what goes into it — and why you’ll be glad you didn’t leave it to chance...


Trust-based Legacy Plans are a comprehensive "protection" package that covers all your Financial and Healthcare bases while you are living... and keeps everything private and out of the courts after you pass.

1

Revocable Living Trust:

The foundation of your legacy plan.


Lets you control how your assets are managed during your life and distributed after your death — all while avoiding probate court, delays, and public drama.

2

Pour-Over Will:

The safety net for anything you forgot to move into the trust.


Catches any leftover assets and directs them into your trust when you pass, so everything ends up in the right hands. Also allows you to name guardians for minor children.

3

Financial Power of Attorney:

Who handles your money if you can’t?


Designates someone you trust to manage your financial affairs (bills, taxes, investments) if you’re incapacitated and unable to make decisions yourself.

4

Healthcare Power of Attorney:

Who speaks for you when you can’t speak for yourself?


Gives a trusted person the legal right to make medical decisions on your behalf if you're unable to do so — because your doctor needs more than “we’re married” to act.

5

Advanced Medical Directives/Living Will:

Your voice, in writing, when it matters most.


Spells out your wishes for life-sustaining treatment in situations like terminal illness or permanent unconsciousness — so your loved ones aren’t forced to guess.