Comprehensive Package
Planning for families seeking greater protection, privacy, and flexibility
Why it matters
For many families, a revocable living trust is the cornerstone of a comprehensive estate plan. While a will directs what happens after death, a properly funded trust can provide seamless management of your assets during your lifetime, in the event of incapacity, and after your death—often without the need for probate.
Who needs it
Individuals and families who want a coordinated strategy that protects loved ones today while simplifying the administration of their estate for the future. A trust-based plan is often appropriate if you:
Own a home or multiple properties
Have significant investment accounts
Want to avoid probate
Own property in more than one state
Have blended families
Wish to provide ongoing protection for beneficiaries
Anticipate future wealth or inheritances
Desire greater privacy and continuity of asset management
Revocable living trust
Pour-over will
Durable power of attorney
Health care proxy
Living will
HIPAA authorization
Guardianship planning for minor children (when applicable)
Trust funding guidance and asset retitling recommendations
Beneficiary designation review
Coordination of jointly-owned assets and retirement accounts
What is included
Digital assets
The Internet is forever but you don’t have to be. Your digital footprint should be managed like any other asset, with plans to close, transfer, or maintain accounts to align with the rest of your estate plan. We’ll guide you through each decision to ensure that your online presence is managed responsibly by someone you trust, including:
Email accounts
Online financial accounts
Cryptocurrency
Cloud storage
Digital photographs
Social media profiles
Password management
How it serves you
Avoids probate for assets titled in the trust
Maintains greater privacy than a traditional probate proceeding
Provides continuity if you become incapacitated
Simplifies administration for your loved ones
Coordinates the management of multiple assets or real estate
Provides ongoing management for beneficiaries when appropriate
Creates a framework for future tax and legacy planning
“My husband and I had our first child this year and were referred to Fischer Harbage through a friend. They was incredibly helpful and made the process of creating our first will so easy and straightforward. We would definitely recommend them to anyone looking!”