.png)
Property in your name alone
Without a plan
Your family must open probate or a succession before they can sell, refinance, or retitle the property.
With the Real Estate Trust Plan
Your successor trustee signs the deed. No court is needed.
What happens without a plan
What happens to real estate without a trust
What the plan includes
How we set up your real estate trust
01
Revocable living trust
Holds your real estate, with you in full control while you are alive.
02
New deeds or acts of transfer
We prepare and record the documents that move each property into the trust.
03
Recorded trust memorandum or extract
Recorded where needed so the trust can hold and sell the land, including Louisiana’s extract of trust.
04
Homestead protection
We title your home so your homestead exemption continues.
05
Out-of-state property
We coordinate the deed for property in another state so no second probate is needed.
06
Rental and LLC coordination
If a rental is held in an LLC, we make sure the LLC interest is owned by your trust.
Questions
Common questions
Every family is different. A 15-minute call with a licensed attorney answers the rest.
Will I lose my homestead exemption?
Not when it is done correctly. We title the home and record what your state requires so the exemption continues.
Do I need my lender’s permission?
Federal law generally prevents a lender from calling a home loan when you transfer your own home into your revocable trust. For rental or commercial property, we check your loan terms first.
Can I still sell or refinance?
Yes. As trustee you sign for the trust, just as you signed before.
What about property I own with someone else?
We look at how the title is held and recommend the right approach for your share.
Put your property where your family can reach it.
In 15 minutes, a licensed attorney will tell you what your family needs and quote the flat fee in writing.