Most estate plans fail in execution, not drafting.
Our focus is not just preparing documents. Our focus is making sure your Revocable Living Trust actually works.
Revocable Living Trust-Based Estate Planning. Done Clearly. Done Completely.
We help homeowners and families in Northern Indiana and Southwest Michigan implement complete, functioning estate plans without confusion or unnecessary complexity.
Who We Serve
- Homeowning couples in their 60s and early 70s
- Widowed individuals with adult children
- Families with $500k - $3M in assets
- Households seeking clarity and full implementation
We are not a fit for complex tax engineering, Medicaid crisis planning, or high-conflict family matters.
What Makes This Different
- Clear Revocable Living Trust-based structure
- Coordinated wills and powers of attorney
- Guidance on titling and beneficiary designations
- Implementation roadmap
- Completion review
The Process
Define priorities, household context, and planning scope.
Set the Revocable Living Trust-based structure aligned to your situation.
Coordinate drafting with licensed legal and planning professionals.
Complete titling and beneficiary updates so the plan functions as intended.
A trust is not magic. It only works if the assets are inside it.
Geographic Authority
We serve Northern Indiana and Southwest Michigan. Locally based. Locally focused.
About Anchor Advisors North
Keith leads Anchor Advisors North with a focus on practical, Revocable Living Trust-based estate planning implementation for families in Northern Indiana and Southwest Michigan.
His work centers on clarity, structure, and completion - ensuring estate plans function as intended, not just on paper.
Based in the Michiana region, he works closely with local households and licensed professionals to coordinate planning that is orderly, durable, and fully implemented.
Schedule a brief introductory conversation to determine whether a Revocable Living Trust-based plan makes sense for your situation.
Schedule an Introductory Conversation