Advanced Estate Planning for Complex Situations
If your estate planning needs go beyond a simple structure, The Two-Trust Plan is designed to give you a higher level of control, flexibility, and long-term protection.
This plan is built for clients who need more than a basic or single-trust approach — whether due to family dynamics, tax considerations, or the need for more customized planning.
What Is the Two-Trust Plan?
The Two-Trust Plan uses a more advanced structure involving multiple trusts working together as part of one coordinated estate plan.
This allows you to:
- Create more control over how assets are managed and distributed
- Address more complex family or financial situations
- Add layers of protection for beneficiaries
- Plan more strategically for taxes and long-term outcomes
- Avoid probate with a fully structured system
Rather than a one-size-fits-all plan, this approach gives you the flexibility to tailor your estate plan to your specific needs.
Who This Plan Is Designed For
The Two-Trust Plan is a strong fit for:
- Individuals or couples with higher-value estates
- Clients who may be subject to estate tax
- Couples in a second marriage or blended families
- Individuals with a special needs beneficiary
- Anyone who wants more advanced control over how assets are distributed
If your situation involves multiple priorities or more complex planning goals, this plan provides the structure to handle it properly.
How the Two-Trust Plan Works
This plan creates a coordinated system using more than one trust, each serving a specific purpose within your overall estate plan.
We help you:
- Design a structure tailored to your goals and family situation
- Create multiple trusts that work together seamlessly
- Properly align and fund your assets
- Plan for incapacity and long-term management
- Ensure your plan is clear, organized, and fully implemented
The result is a plan that offers both flexibility and control — now and in the future.
What’s Included
All estate planning packages — including The Two-Trust Plan — come with:
- An initial consultation to determine the best plan for your needs
- 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
You’ll have guidance every step of the way — not just documents.
Pricing
- Starting at $2,995
Because this plan is more customized, final pricing may vary depending on your specific needs.
Why Choose the Two-Trust Plan?
Compared to simpler plans, the Two-Trust Plan provides:
- Greater flexibility for complex family situations
- More control over how and when assets are distributed
- Enhanced planning for estate tax considerations
- Additional protection for beneficiaries
- A fully structured, long-term estate planning solution
This is the most comprehensive option for clients who want a higher level of planning and peace of mind.
Start with a Free Consultation
Not sure if you need this level of planning?
Schedule a free 15-minute consultation and we’ll help you determine whether The Two-Trust Plan — or another option — is the best fit for your goals.