Secure your legacy and create generational wealth. Together we can grow!
Secure your legacy and create generational wealth. Together we can grow!
A revocable trust — also known as a living trust — allows you to manage your assets during your lifetime and decide how they’ll be distributed after your death, all while avoiding probate. Because it’s “revocable,” you can make changes, add or remove assets, or dissolve it entirely if your circumstances change. This flexibility makes it one of the most popular estate planning tools in Florida.
Creating a revocable trust involves drafting a trust agreement that outlines how your assets will be handled, who the beneficiaries are, and who will serve as successor trustee. Once the trust is signed, you transfer ownership of your assets — such as real estate, bank accounts, or investments — into the trust’s name. You maintain control of those assets while you’re alive and mentally competent. After your passing, the successor trustee distributes them according to your instructions, without the need for probate.
Lisa Crawford carefully drafts trust documents that reflect your specific goals and family dynamics. She explains how to properly “fund” the trust (the step that makes it effective) and ensures that titles and beneficiary designations align with your plan. Clients can expect personalized guidance, clear documentation, and peace of mind knowing their estate will pass smoothly to loved ones.
