Welcome to the Freedom Plan Trust

We had you in mind when we developed the the Freedom Plan! Estate planning can seem daunting with so many different issues to confront personally, decisions to be made and most importantly – things to LEARN about the whole process and your options.

So we’ve designed this as a series of simple forms to fill out right here online…. with clear, educational videos to explain things and walk you through each step. 

The whole process takes 30-45 minutes, but that really depends on what information you have on hand and if you have made certain decisions already or need to take a few minutes to consider or talk that over. 

Of course you’ll have the opportunity to add questions at each step of the way that we’ll be able to answer during our scheduled call when you’re done.


Getting your Estate Plan Set

#1: You’ll be sent to our calendar to set up a time to talk through your questions and, if you’re ready, get your trust implemented. [we find it best if you can do that within a few days of completing the form]

#2: Next, you’ll get a simple summary of your new Estate Plan that looks like the one here on the right >>>>

#3: Get on that call with us and finalize your plan!

But before you get to that final Estate Plan – you’ll need to get started! Just click the link below. 

Wills Vs. Trust

Wills are subject to time-consuming, expensive and emotionally challenging probate. Trusts avoid that.

Generally a public document filed with the court, which means the distribution of assets becomes a matter of public record. Trusts are not filed with the court, so your decisions and asset distributions are private.

Trusts allow you to retain control over assets during your lifetime and provides flexibility in asset management. You can specify how assets should be managed and distributed to beneficiaries.

The Freedom Plan includes provisions for managing your assets and making healthcare decisions in the event of your incapacity. This helps you and your family maintain control without the need for the courts.

While Wills are generally inexpensive to create they require your heirs to go through the probate process. That typically costs over 3% of your total assets.

With a will, there can be a gap in management of assets during the probate process. A trust ensures continuous management of assets, as the successor trustee can seamlessly take over upon the grantor’s incapacity or death.

Trusts generally provide a structured framework for asset distribution, minimizing the potential for disputes and family conflicts.