Complimentary 30-Minute Estate Planning Consultation

Trust Based Estate Plans

Trust Based Estate Plans

Trust Based Estate Plans
From $750.00
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Without a clear trust structure managing assets during life and transferring them later can become confusing for clients and their families Trust-Based Estate Planning organizes ownership instructions beneficiary interests and future administration within a documented framework.

Depending on the client’s needs the work may involve revocable or irrevocable trusts special needs planning charitable purposes administration support or amendments to an existing trust The Legacy Harbor guides each client through the required information and preparation while licensed attorneys remain available for review and advice when appropriate.

This service helps clients place important decisions into an orderly plan maintain clearer control over stated intentions and create practical direction for the people responsible for carrying those instructions forward over time with fewer unanswered.

Revocable Living Trust Setup

Price: $1,250

Create a flexible trust while maintaining control of your assets throughout.

Irrevocable Trust Formation

Price: $2,450

Establish long-term asset protection with a carefully structured irrevocable trust today.

Special Needs Trust Planning

Price: $2,250

Protect loved ones while preserving eligibility for important government assistance programs.

Charitable Trust Establishment

Price: $2,350

Support meaningful causes through a trust reflecting your charitable giving goals.

Trust Administration Support

Price: $1,150

Receive guidance managing trust responsibilities according to your established trust documents.

Trust Amendment Services

Price: $750

Update your existing trust as life circumstances and wishes change regularly.

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Share your questions and contact details, and we respond promptly with clear next steps to protect your family, assets, and long term legacy.