Trusts That Protect Your Legacy
A thoughtfully designed Trust can do more than distribute assets—it can protect your family, avoid probate, and ensure your wishes are honored with clarity and care. At Ivy & Owl Law, we guide you through the process with warmth, transparency, and fixed-rate pricing.
Why You Need a Trust
Many families delay setting up a Trust because it feels complicated. But the right Trust simplifies everything—offering protection, control, and clarity for generations.
Avoid Conflict
Keep your assets out of court and in the hands of your loved ones—fast.
Maintain Privacy
Unlike Wills, Trusts aren’t public record—keeping your family’s financial matters private.
Plan for Long-Term Care or Special Needs
Trusts can ensure ongoing care and financial support for loved ones who need it most.
Protect Assets Across Generations
Shield what you’ve worked for from creditors, lawsuits, or poor planning.
Reduce Family Conflict
Clear instructions help avoid misunderstandings, delays, or disagreements.
Our Trust Services
We don’t offer cookie-cutter solutions. Ivy & Owl creates customized, legally sound Trusts based on your goals, your family, and your future.
Revocable Living Trusts
Flexible Trusts that keep you in control—while avoiding probate when the time comes.
Special Needs Trusts
Protect long-term support for loved ones with disabilities without affecting eligibility for government benefits.
Testamentary Trusts
Trusts that activate after death, created through your Will and built to provide structure and guidance for future generations.
Irrevocable Trusts
Permanent Trusts offering powerful tax advantages, asset protection, and long-term financial security.
Charitable Trusts
Support the causes you care about while minimizing estate taxes and building a legacy of generosity.
Asset Protection Trusts
Shield property or savings from potential legal threats, long-term care costs, or financial risk.
Real Stories. Real Relief. Real Results.
"I didn’t know where to start with estate planning, but Brett made everything easy to understand. Creating our trust gave my family a sense of peace and protection we didn’t expect to feel. We were cared for the entire way."
"After meeting with other estate planning attorneys, Ivy & Owl stood out immediately. Brett was warm, clear, and never talked down to us. Our trust was tailored to our family’s specific needs—and now we feel secure about the future."
Ready to Build a Trust You Can Count On?
Creating a Trust isn’t just a legal task—it’s a lasting gift to your family. At Ivy & Owl, we make the process personal, practical, and comforting. With Smart Rates and heartfelt guidance, we’ll help you protect what matters most—on your terms.
FAQs
Have questions about Trusts? We’re here to help.
A Trust is a legal tool that holds and manages your assets on behalf of your chosen beneficiaries. It helps avoid probate and gives you more control over how and when your assets are distributed.
That’s what we’re here for. We’ll guide you through your options based on your family, goals, and financial picture.
If it’s a Revocable Trust, yes—you can update or revoke it. If it’s irrevocable, changes are more limited and often require legal action.
A Revocable Living Trust is created during your lifetime and can be changed at any time. It allows you to control your assets now while simplifying things for your loved ones later.
A Will only takes effect after death and goes through probate. A Trust can take effect during your lifetime, bypasses probate, and offers more privacy and flexibility.
Make the Smart Move Today
From wills and trusts to real estate deals and small business support, Ivy & Owl Law offers clear guidance with heart. We’ll walk you through every step of your journey—no confusion, no surprises, just smart legal care that fits your life.
