What is a Total Trust Review?

A Total Trust Review is a personal 35-point review of your current estate planning documents. You will receive in writing a comprehensive review of your current living trust plan.

Our law firm has reviewed hundreds of living trusts prepared by other attorneys and people calling themselves “estate planners.” The vast majority of these plans included faulty costly provisions and omitted other provisions that could have saved your estate thousands of dollars. We call these mistakes “money-traps.”

We have developed the 35-Point Review to zoom in on these “money-traps” that are hidden in other trust plans and that may be hidden in yours. The strengths and weaknesses of your current plan will be revealed.

Our 35-Point Review is only $200.00 and is fully credited toward the cost of a new Total Trust Plan, should you choose to replace your existing trust.