Revocable Living Trust
A trust can be structured so that many assets pass outside probate, depending on how the plan is funded and maintained.
Overview
A revocable living trust is not the right tool for every client. When it fits, it lets you manage assets during life and set instructions for what happens later. As Fort Myers trust counsel, Sunshine State Law helps you understand whether a trust belongs in your plan, prepare the agreement, and discuss funding so titled assets can follow the trust’s terms. You generally may amend or revoke a revocable trust while you have capacity.
What's Included
- Trust agreement drafted to your stated goals
- Guidance on funding (retitling assets into the trust)
- Successor trustee nomination and distribution instructions
- Provisions for minor or special-needs beneficiaries when appropriate
- Coordination with wills, beneficiary designations, and related documents
Why It Matters
Probate timing and cost vary by estate and county. Assets properly titled in a funded living trust often avoid probate administration, which can support privacy and a more private family process — but only for assets the trust actually holds. We help you build a plan that matches your goals and Florida requirements; no plan can guarantee a particular court or tax outcome.
Ready to get started?
Schedule a free consultation and we'll guide you through your options.