More Control. More Protection. Still Simple.

If you want more control over how your assets are handled — both during your lifetime and after — The One-Trust Plan is designed to give you that flexibility without unnecessary complexity.

This plan is ideal for individuals and couples who want to go beyond a basic estate plan and create a structure that protects their assets, provides clear direction for loved ones, and helps avoid probate.

What Is the One-Trust Plan?

The One-Trust Plan includes a single or joint Revocable Living Trust, along with a pour-over will and powers of attorney for each client.

This plan is designed to help you maintain control over your assets while creating a more complete system for managing your estate during incapacity and after death.

Instead of assets passing outright with little structure, this plan allows you to:

• Control how and when assets are distributed
• Provide protection and structure for beneficiaries
• Plan for incapacity
• Avoid probate with a more complete estate planning strategy
• Create clear direction for your family and loved ones

This is often the right fit for clients who want more than a simple transfer plan but do not require a highly complex trust structure.

Who This Plan Is Designed For

The One-Trust Plan is a great fit for:

• Parents with young or dependent children
• Individuals or couples who want greater control over their assets
• Clients who want to avoid probate
• Families looking for more structure and long-term planning
• Anyone who wants a clear plan in place if incapacity occurs

If your situation involves more responsibility, more assets, or more long-term planning, this plan provides the structure to handle it.

How the One-Trust Plan Works

The process is designed to be simple and straightforward.

Clients begin by completing an online questionnaire that helps us understand their goals, assets, and family situation. From there, we prepare a customized estate plan tailored to their needs.

Once your documents are prepared, you will meet with an attorney at our office to review and sign everything together.

We help ensure your trust and supporting documents work together as one complete plan so your wishes are clearly documented and your family has guidance moving forward.

What’s Included

All estate planning packages — including The One-Trust Plan — come with:

• An initial consultation to determine the best plan for your needs
• A single or joint Revocable Living Trust
• A pour-over will
• Powers of attorney for each client
• Unlimited revisions to your drafts
• A signing ceremony with an attorney at our office
• Electronic copies of your completed documents
• One year of free revisions after completion

We don’t just create documents — we guide you through the entire process.

Pricing

Why Choose the One-Trust Plan?

Compared to a more basic estate plan, The One-Trust Plan provides:

• More control over how assets are distributed
• Better preparation for incapacity
• A stronger probate-avoidance strategy
• Greater protection and flexibility for families
• A more complete long-term planning solution

It’s the right balance between simplicity and control.

Start With a Free Consultation

Not sure if The One-Trust Plan is the right fit for your situation?

Schedule a free 15-minute consultation and we’ll walk you through your options, answer your questions, and help determine which estate planning package best fits your goals and family needs.