

Trusts can offer privacy, avoid probate, manage assets during incapacity, and control when and how beneficiaries receive property. We explain the differences between revocable (living) and irrevocable trusts, when each makes sense, and how taxes, funding, and administration work in real life. Then we build a trust that reflects your priorities—whether that’s seamless transition for a surviving spouse, age-based distributions for children, special-needs planning, or asset-management protections.
Just as important as drafting is funding—retitling accounts, recording deeds, and aligning beneficiaries so assets actually flow through the trust. We provide detailed checklists and help you implement them, reducing the risk of a beautifully drafted but unfunded (and ineffective) trust.

You’ll get a practical, step-by-step process—from design to funding to administration—so your plan works on day one and years from now. We coordinate your trust with a pour-over will, durable/medical POA, and healthcare directives to close gaps and prevent surprises.
End-to-end planning and administration from one Houston-based team.

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