A structured four-stage process with clear deliverables at every step. No guessing what comes next. No filing documents and walking away.
Every engagement starts with a conversation — not a form. We discuss your family situation, your assets, and what you're trying to accomplish. This is where we confirm which planning level fits your needs and set expectations for the full process.
Most orientation calls run 30–45 minutes. By the end, you'll have a clear picture of what the process looks like, what documents will be prepared, and what implementation will require.
Once we have the full picture, we set the trust structure. This means deciding on trustees and successors, clarifying distribution terms, addressing any blended family or beneficiary considerations, and confirming what companion documents are needed.
This is where the planning work happens — before any documents are drafted. Getting the design right means the documents that follow will reflect your actual intentions.
All seven Indiana estate planning documents are prepared, reviewed, and assembled into a complete execution package. You receive clear guidance on signing order, witness requirements, and notarization — specific to Indiana law.
| Document | Purpose |
|---|---|
| Revocable Living Trust | Core management document — controls assets during life, incapacity, and at death |
| Pour-Over Will | Safety net — captures assets outside the trust; nominates guardians for minor children |
| Certificate of Trust | Short-form verification for banks and institutions — no private terms disclosed |
| Durable Financial POA | Authorizes an agent to handle finances during incapacity (Indiana Code 30-5) |
| Health Care Rep + Living Will | Medical decisions and end-of-life instructions (Indiana Code 16-36) |
| Assignment of Personal Property | Transfers household goods, jewelry, and tangible personal property into trust |
| Quitclaim Deed to Trust | Retitles Indiana real estate into the trust — essential for probate avoidance |
Signing documents creates a legal structure. Funding it makes that structure work. Stage Four is where the plan goes from paper to operational — and where most DIY or attorney-only approaches fall short.
Each asset type requires a different action. A single checklist doesn't cover it. Here's what implementation coordination looks like in practice:
Real estate deed prepared and recorded with Indiana county recorder
Bank and brokerage accounts retitled using Certificate of Trust
Beneficiary designations reviewed on retirement accounts and life insurance
Personal property and business interests assigned to trust
Funding proof file compiled — copies of all confirmations and recorded documents
Completion review — every transfer verified before engagement closes
No commitment. No pressure. Just a clear picture of what a complete plan looks like for your situation.
Request a Consultation →