Why Our Trusts Are Better

What Makes Our Trusts Different

Most trusts follow a standard template. Ours don’t — and that’s on purpose.

We use a modern trust design that adapts as life changes and captures what matters most to you — now and in the future. Our approach reduces updates, avoids unnecessary court involvement, and makes sure your assets go where you intend, with minimal complexity or cost.

What We Deliver That Other Trusts Don’t:

📅 Modern Design That’s Easy to Use – Key decisions are clearly summarized, bolded, and easy to find — so you don’t miss what matters

💻 Smarter Systems, Lower Fees – We use tech to reduce legal busywork and pass savings on to you

🛡️ Future-Proof Trustee Planning – Dynamic fiduciary roles and automatic transitions — fewer amendments, more alignment with your wishes even if you forget to update

👶 Planning That Puts Children First – We go beyond the basics to protect your children and support your guardians

❤️ Special Needs Trusts With Flexibility and No Extra Fees – Protection if you need it — without locking you into choices now

🌍 Built for International Families – Guardian provisions and fiduciary flexibility designed for global households

⚖️ Litigation-Reducing Clauses – Mediation, trustee replacement, and capacity tools that help avoid court altogether

💡 Bypass Trusts That Actually Work – Whether for taxes, second marriages, or gift abuse — we tailor the structure to your goals

1. Modern Design That’s Easy to Use

We focus on clarity, usability, and putting your intent front and center.

You’ll Get a “Choices Summary” – A plain-English two-page overview of your trust
Important Information Comes First – Your key decisions appear at the front of the trust

You’ll Know What Assets Are in the Trust – We provide a checklist to help you keep everything aligned.

2. Smarter Systems, Lower Fees

We’ve built our own software to dramatically lower the cost of estate planning — and we pass those savings on to you. By automating repetitive tasks and streamlining the drafting process, we reduce the time attorneys spend on busywork and focus instead on the decisions that matter most.

Custom-built technology – Designed specifically for modern estate planning
Less legal busywork – Automation handles formatting and logic, so attorneys can focus on your goals
Flat fees – No billable hours; just results
Client-friendly tools – Online document access, logic-based task lists, and low-cost amendments coming soon

Our technology-first model means lower costs, faster turnaround, and more value — all while keeping you at the center of the process.

3. Future-Proof Trustee Planning

Your trust should keep working, even if life changes. Ours do.

Professional fiduciary placeholders – Let your family decide later
Built-in transitions – Automatically move control to a child as they mature
Removal clauses – Empower family to act if a fiduciary isn’t a good fit

4. Planning That Puts Children First

Caring for your kids — financially and emotionally — is our clients’ top priority, so it’s our top priority too.

We include thoughtful provisions that go beyond the basics — and are often left out by traditional firms using standard drafting tools:

Temporary guardians, power of attorney, and adoption support – To support permanent, uninterrupted placement
Supporting your guardian – Allows them to live in your home and use your car without having to cover expenses

Continued support after your death – For divorced parents, we include clauses that allow child support to continue.

5. Special Needs Trusts With Flexibility and No Extra Fees

We support families with children who may need additional help — now or in the future.

No additional fees – We include special needs trusts at no extra cost
Future-proof flexibility – Activate when needed, or not at all

Less restrictive options – For kids who aren’t on public benefits but still need guidance

6. Built for International Families

Our trusts solve problems unique to global families.

Flexible fiduciary clauses – Appoint professional help only if needed
No loss of control – Avoids handing over authority to people you don’t trust
Temporary guardianship – Built-in provisions for local caregivers
Adoption support – Trust can pay expenses if international relocation fails

Other firms don’t typically offer these options — and we believe that’s why so many of our clients have family abroad.

7. Litigation-Reducing Clauses

Most litigation happens when trustees don’t know what to do. We fix that.

Mediation required – For disputes between trustees or beneficiaries
Trustee replacement – Without going to court if someone’s not acting

Capacity procedures – Avoid expensive hearings with simple, respectful steps.

8. Bypass Trusts That Actually Work

Most firms use outdated AB trusts. We ask what you really want — and build that instead.

You probably don’t need one – Portability now offers better tax results for most families, and we’ll talk you out of making a choice you’ll regret later
You might want one to protect your kids – Ours do a better job, with full asset lock-in options — something most clients ask for, and that our trusts are specifically designed to provide

You might want one to reduce the risk of elder abuse – Carefully drafted clauses limiting the power of amendment and gifting can prevent caregivers from taking advantage of a vulnerable situation.

9. Final Thoughts

Our trusts are designed to reflect your intentions clearly and confidently — not just today, but well into the future. When a plan aligns with your real wishes and evolves as life changes, you're more likely to sign it and trust it. We’re here to help you get there.

Many of our best innovations come from working closely with creative engineers — clients who challenge us to make our documents work for them. We’ve listened closely to what our clients want, and our trusts are better — and different — because of it.

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