Estate Planning
Comprehensive estate planning and administration services to protect your family, preserve your wealth and ensure your wishes are carried out.
Estate planning is not one-size-fits-all, and it becomes more complex when you own property or hold assets in multiple states. TrustSphere provides estate planning services across Washington, D.C., Florida and Kentucky, ensuring that your plan works properly in every jurisdiction where you have assets or family connections.
We work with individuals and families to create estate plans that reflect their specific goals — whether that means straightforward wills and powers of attorney, or more sophisticated trust structures designed for asset protection, tax planning, or multi-generational wealth transfer.
Wills
Last will and testament drafting tailored to your family structure, assets and succession goals. Includes coordination with trust planning where appropriate.
Revocable Trusts
Living trusts for probate avoidance, privacy and flexible asset management during life and after death. Includes funding guidance and trustee selection.
Irrevocable Trusts
Asset protection trusts, special needs trusts, charitable trusts, generation-skipping trusts and other irrevocable structures for advanced planning.
Powers of Attorney
Financial and healthcare powers of attorney, durable designations and springing power arrangements compliant with each state’s requirements.
Healthcare Directives
Living wills, healthcare surrogates, HIPAA authorizations and end-of-life planning documents.
Probate Administration
Estate administration, probate filing, creditor claims management, asset marshaling and distribution to beneficiaries.
Multi-State Considerations
Each state has different rules governing wills, trusts, probate and powers of attorney. A will executed in D.C. may need specific provisions to be effective for Florida real property. A power of attorney drafted under Kentucky law may not be recognized without modification in other states. We ensure your estate plan accounts for these differences.