ESTATE PLANNING
A revocable living trust is one of the most powerful and flexible estate planning tools available. It allows you to maintain full control of your assets during your lifetime while ensuring a smooth, private transfer to your beneficiaries — without the cost and delay of probate.
WHAT IS A REVOCABLE LIVING TRUST?
A revocable living trust is a legal document that holds your assets during your lifetime and distributes them to your beneficiaries after your death, without going through probate. Unlike a will, a trust is a private document that does not become part of the public record.
The trust is revocable, meaning you can change, amend, or revoke it at any time during your lifetime. You serve as the trustee and retain full control of all assets held in the trust. A successor trustee steps in only if you become incapacitated or pass away.
For Massachusetts residents with real estate, investment accounts, or other significant assets, a revocable trust can save your family significant time, cost, and stress compared to the probate process.
TRUST BENEFITS
A properly funded revocable trust provides a range of protections and benefits for you and your family.
Assets held in trust pass directly to beneficiaries without court involvement
Unlike a will, a trust is not a public document — your estate plan stays private
Your successor trustee manages assets if you become incapacitated
Beneficiaries receive assets quickly — no waiting for probate to close
Avoid ancillary probate for real estate in multiple states
Amend or revoke the trust at any time during your lifetime
Provide for minor children, special needs beneficiaries, or spendthrift heirs
Works alongside a pour-over will to capture any assets not in the trust
THE PROCESS
We discuss your assets, family situation, and goals to design the right trust structure for you.
Attorney Goldstein drafts your revocable trust, pour-over will, and supporting documents.
We review the documents together and execute them with proper formalities.
We guide you through transferring assets into the trust — the critical step most people miss.
Schedule a consultation to discuss your estate planning goals and get started.