Trust-Based Estate Planning
Keep your family out of court and in control with a plan you understand.
A plan that works when it counts.
Book a 15-Minute Fit CallAvoid probate, keep things private, and make roles and decisions clear if you're ever unable to.
Who this is for
- Anyone who wants their home, savings, and insurance to go to the right people (children, siblings, friends, or charities) without confusion
- Families who want to avoid probate and keep things private
- Busy parents who want clear guardianship and backups
What's included
- Revocable living trust and pour-over wills
- Guardianship designations, health-care proxy, HIPAA, living will
- Durable financial power of attorney
- Deed work as needed, beneficiary and account-titling guidance
How it works
15-minute call
We confirm your main goal, timing, and a flat-fee estimate.
Strategy meeting (~1 hour)
Zoom or in-home to map roles, beneficiaries, and assets.
Drafting and fine-tuning
I translate your wishes into clear, enforceable documents and check choices as details surface.
Signing day
In person with two witnesses and a notary (Massachusetts compliant).
Funding and ongoing care
Beneficiary updates, account titling, any deed work, then periodic check-ins as life changes.
Prefer email? Start@JCullenLaw.com
Trust Plan Under Pressure
Terminal diagnosis, no plan, calm path forward
I met a husband, wife, and their adult daughter at his rehab facility after a sudden terminal diagnosis. He had always handled the finances and nothing was in place. At the bedside we reviewed accounts, the home, and family dynamics until a clear plan emerged.
I built a trust-centered plan that named his wife and daughter in the right roles, moved key assets to the trust to avoid probate, and put a durable power of attorney and health-care proxy in place so decisions could be made without delay.
Result: The family had clear instructions, documents were signed promptly, and beneficiaries were aligned—peace of mind in a difficult moment.
FAQs
Ready to Get Started?
Schedule a free 15-minute call to discuss your goals and get a flat-fee estimate.
Book Your 15-Minute Fit Call