Is a Will or a Revocable Living Trust Right for Me?

The answer is: it depends. Every family has different goals, assets, relationships, and concerns about privacy, cost, and long-term administration.

A will is usually less expensive to prepare and can nominate guardians, appoint a personal representative, and include trust provisions for children. It does not, however, avoid probate or provide asset management during incapacity.

A revocable living trust generally costs more to prepare, but it can help avoid probate for properly titled assets and can provide continuity if incapacity occurs during life. It may also be useful for blended families, complex property arrangements, or clients who want more private administration.

An intake appointment allows the attorney to review your assets and family goals so the planning approach can be matched to your situation.