Estate Planning

Protect Your Legacy.
Provide For The People
Who Matter Most

As an unprecedented $68 trillion is set to transfer from baby boomers to younger generations in the coming decades, estate planning with Trustice becomes vital. This massive shift in wealth presents a range of risks, from tax liabilities to creditor claims, financial exploitation, and other legal vulnerabilities.

A carefully structured estate plan provides security and ensures that our clients’ wealth is safeguarded, preserved, and distributed according to their intentions. Similarly, those who stand to inherit, purchase, or acquire substantial assets, will benefit from planning strategies that protect their wealth, regardless of economic changes or market challenges.

At Trustice, we believe estate planning should be approachable, personalized, and empowering. Whether you’re creating a simple will or need a comprehensive strategy that includes trusts, powers of attorney, or guardianship designations, our Richmond-based team is here to help you take control of your future.

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Explore Our Estate Planning Services

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Wills

This foundational document outlines the distribution of your assets after your passing.

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Trusts

Trusts protect assets, provide tax advantages, and ensure seamless wealth transfer while offering privacy and precise control over asset distribution.

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Power of Attorney

Grant legal authority to a trusted individual to manage your financial affairs if you are unable to do so yourself.

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Advanced Healthcare Directives

This legal document that outlines your medical preferences and designates someone to make decisions for you if you’re unable to speak for yourself.