Will vs. Trust
One is a simple set of instructions. The other is a sophisticated financial vessel.
Discover which architecture secures your legacy.
The Will
STANDARD PROTECTION
Best suited for straightforward asset distributions where the public probate process is not a primary concern.
Active only after death
Mandatory Public Probate (FL)
Easily challenged in court
The Trust
ADVANCED FIDUCIARY
The preferred vessel for C-Suite executives and business owners requiring privacy, control, and probate avoidance.
Avoids Probate Entirely
Protects During Incapacity
Maximum Privacy (No Public Record)
Comparison Matrix
A data-driven look at your estate options.
| Strategy Feature | Last Will | Living Trust |
|---|---|---|
| Privacy Protection | Public (Court Record) | Private |
| Probate Avoidance | No | Yes |
| Incapacity Coverage | Limited (Needs DPOA) | Comprehensive |
| Administrative Cost | High (3-5% of Assets) | Nominal |
The Fiduciary
Audit
As fee-based fiduciaries, we act as the glue between your financial life and your legal documents. A Trust is only as effective as its funding.
We coordinate with your attorney to ensure your brokerage accounts, retirement plans, and private holdings are correctly titled within your Trust architecture.
Legal Sync
Document Review
Asset Funding
Portfolio Titling
Tax Efficiency
Step-up Management
Continuity
Successor Coaching
We can help you make the most of what you have!