Michiana-based trust planning advisor — licensed in Indiana — focused on revocable living trust-based estate planning for Northern Indiana and Southwest Michigan families.
Principal
Licensed to practice law in Indiana
Revocable living trust planning only
Northern Indiana & SW Michigan
Funded plans, not just signed ones
Anchor Advisors North started the same way most families begin thinking about estate planning — a question from parents and close friends who wanted a simple plan that would work, but found the process expensive, confusing, and hard to navigate.
They had assets worth protecting. They weren't complicated situations. But they were being routed through hourly engagements that generated documents without guidance — signed and filed, never implemented, and functionally useless when the time came.
Most Indiana families with $500K–$3M in assets don't need complex tax engineering. They need a well-drafted revocable living trust, the right companion documents, clear guidance through execution, and someone who will make sure the plan is actually funded before walking away.
That's the entire focus of Anchor Advisors North. Not generalist estate law. Not litigation. Not Medicaid planning. Revocable living trust-based planning for traditional Michiana households — done completely, with a verified funding outcome.
Every engagement ends with a documented funding proof file — recorded deeds, account change confirmations, beneficiary designation updates. Not a stack of signed documents and a handshake. Actual evidence that the plan works.
This is a higher bar than most practitioners set for themselves. It's also the only bar that actually matters for the families we work with.
For families who want to start on their own, Michiana Trust Planning provides the same professionally reviewed Indiana document bundles at a fraction of traditional planning fees — with a complete funding guide included. It's the right starting point for organized, confident families who can manage the implementation themselves.