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The UCES Planning Journey
At UCES, we do more than set up your trust. We sit down with you, understand your goals, and build a plan that fits your life. We coordinate with our attorneys to ensure everything is done correctly, then continue to meet with you over time to keep your plan current. We also provide guidance to your trustees and powers of attorney, so everyone is prepared when it matters most.
Build a Lasting Bond
Your future deserves more than a transaction. Experience the peace of mind that comes from three generations of dedicated support. Let’s start a partnership that lasts for your entire lifetime and beyond.
Relationship-driven
Dynamic strategies that shift as your life evolves
Trust built over generations of care
What’s Included in Your Trust
A comprehensive strategy designed to protect your legacy and provide clarity for your heirs.
1. Revocable Living Trust
What it is: A flexible legal document that holds your assets and dictates how they are managed during your life and distributed after.
Why it matters: It keeps your estate out of public probate court, saving your family months of stress and thousands in legal fees.
2. Pour-Over Will
What it is: A safety-net will that ensures any assets forgotten or left outside the trust are automatically “poured” into it upon your passing.
Why it matters: It provides a total “catch-all” security blanket so no part of your legacy is left to state default laws.
3. Durable Financial Power of Attorney
What it is: Designates a person you trust to handle your financial affairs if you become unable to do so yourself.
Why it matters: Prevents a court from appointing a stranger to manage your money, keeping control within your family.
4. Healthcare Power of Attorney
What it is: Appoints a healthcare agent to make medical decisions for you if you are incapacitated.
Why it matters: Ensures your medical care aligns with your values and removes the burden of guesswork from your loved ones.
5. Living Will (Advance Directive)
What it is: Clearly outlines your preferences for end-of-life medical treatments and interventions.
Why it matters: It provides the ultimate gift of clarity to your family, preventing conflict during difficult emotional times.
6. HIPAA Authorization
What it is: A document that allows your healthcare providers to share your medical information with your designated agents.
Why it matters: Without this, privacy laws could prevent your loved ones from even knowing your status or talking to your doctors.
7. Trust Funding Guidance
What it is: The crucial process of re-titling your assets (house, bank accounts) so they are officially owned by your trust.
Why it matters: A trust is just an empty box unless you put your assets into it. We provide the steady hand to ensure this step is never missed.
Our full-service trust package is designed to be a living, breathing part of your family’s history—not just a set of papers. It’s the peace of mind that comes from knowing every season of your life is protected.
