The trust package
that ships funded.
A Florida revocable living trust is designed to pass your estate outside probate — but only the assets actually titled into it. Many trust packages end at the signing table and leave the funding to you. The Trust Plan does not: one deed, funding verification, and a 90-day funding check are part of the package Oaktree Reserve Law PLLC delivers.
What the Trust Plan includes
- Revocable living trust — the architecture that holds your assets and directs them without court supervision.
- Pour-over will — the safety net that moves anything left outside the trust into it at death — through probate, which is why funding matters.
- Durable power of attorney, health care directive set, HIPAA authorization, and guardianship designation where applicable — the same complete document set as the Will Plan.
- One deed — transferring your primary residence into the trust, prepared and recorded by the firm.
- Funding verification — a review of asset titling and beneficiary state against the plan design, so you know what is in the trust and what still is not.
- A 90-day funding check — the follow-through visit most plans never get.
Delivery includes a client-at-keyboard funding runbook for the accounts only you can retitle, per-document reasoning memos, a signing packet, an organized client folder, and a “Where Your Plan Stands” one-pager.
Why funding is the whole point
A trust controls only what it owns. A signed trust with an unfunded house still sends that house through probate — and Florida prices probate in the statute: Section 733.6171 presumes an attorney fee of roughly $15,000 as reasonable on a $500,000 estate, before costs and delay. The verification step exists so the plan you paid for is the plan your family actually gets.
The verification reviews titling and beneficiary state against the plan design; how any asset is ultimately treated depends on facts and law at the time of death.
Who the Trust Plan fits
Florida homeowners. Families who want their affairs settled privately, without a court process. Anyone who has heard “you should have a trust” and wants it done by a firm that finishes the funding mile.
Business interests, multiple properties, or entity questions point one rung up — the Legacy Protection Plan. After signing, the Stewardship Membership keeps the plan verified year after year.