Estate Planning
Revocable Trusts
Avoid probate, protect your privacy, and ensure a seamless transfer of assets to your loved ones — without court involvement.
Estate Planning
What is a Revocable Living Trust?
A revocable living trust is a legal arrangement in which you (the "grantor") transfer ownership of your assets to a trust that you control during your lifetime. You serve as your own trustee, managing the assets just as you do today. You can change, amend, or revoke the trust at any time — hence the name "revocable."
When you pass away, the assets in the trust transfer directly to your named beneficiaries — without going through probate. This is the primary advantage of a revocable trust over a simple will.
Key Benefits of a Revocable Trust
Avoids Probate
Assets held in a revocable trust pass directly to beneficiaries without court involvement. Probate in Florida can take 6–24 months and cost 3–7% of the estate's value. A trust eliminates this entirely.
Maintains Privacy
Wills become public record when they go through probate. A trust is a private document — your family's financial affairs stay private.
Provides for Incapacity
If you become incapacitated, your successor trustee steps in to manage your assets without the need for a court-appointed guardianship.
Seamless Asset Transfer
Your beneficiaries receive their inheritance quickly and without the delays and costs of probate.
Flexibility
You retain full control of your assets during your lifetime. You can add or remove assets, change beneficiaries, or revoke the trust entirely.
Trust vs. Will — Which Do You Need?
Many clients benefit from having both. A revocable trust handles the bulk of your assets and avoids probate. A "pour-over will" works alongside the trust to capture any assets that weren't transferred into the trust during your lifetime. Our attorneys will help you determine the right combination for your situation.
Protect Your Family from Probate
Call (321) 541-6845 or schedule a consultation. Flat-fee trust drafting for Brevard County residents.
Schedule a Consultation