Do You Need Both?

In many cases, yes. Even with a trust, a “pour-over will” ensures any overlooked assets are still distributed properly. Together, they form a comprehensive estate plan.

Take Control of Your Legacy

Whether you’re just starting out or updating an existing plan, our team can help you choose the right tools to protect what matters most.

Will or Trust—Which Is Right for You?

What’s the Difference?

1. Revocable Living Trust

A Trust is a more advanced planning tool that:

  • Avoids probate entirely, allowing faster, private distribution

  • Manages assets during your lifetime and after death

  • Provides protection for minor children, special needs beneficiaries, or complex family situations

Trusts offer flexibility, privacy, and long-term control—especially helpful for larger estates or specific goals.

2. Last Will and Testament

A Will is a legal document that:

  • Appoints guardians for minor children

  • Directs how your assets are distributed after death

  • Names an executor to carry out your instructions

While a will goes through probate, it’s a solid foundation for many families—especially when combined with powers of attorney and health directives.