What's Included

A revocable living trust that holds your assets, avoids probate, and transfers to your beneficiaries without court involvement. You remain in full control during your lifetime.

A durable financial power of attorney naming someone you trust to manage your finances if you become incapacitated. Covers banking, real estate, taxes, and investments.

An advance healthcare directive (living will) and healthcare power of attorney that spell out your medical wishes and designate a healthcare agent to act on your behalf.

A five-year mail forwarding service through Sagebrush Services that establishes a Nevada legal address — giving your trust and estate planning documents a Nevada nexus and the asset protection benefits that come with it.

Upon your death, we notify your named beneficiaries of their interests under your trust and provide them with the information they need to receive their distributions.

A plain-English explanation of federal and state estate tax thresholds, how your plan is structured to minimize tax exposure, and when to revisit your plan as laws change.

Documentation of your funeral and burial preferences, and coordination with your successor trustee or healthcare agent to ensure your wishes are carried out.