We offer living trust planning services to help you manage assets during life and after death.

A living trust is often a key component of a thoughtful estate plan, offering individuals more control over how assets are managed during life and distributed after they pass away. Unlike a will, a living trust can help avoid probate, streamline transitions, and reduce the burden on family members when circumstances change. It also provides a private way to manage assets, as trust documents are not part of the public record like probate filings.

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About Us

At Perkins & Adley LLP, our law firm based in Rochester, Indiana is dedicated to addressing your legal needs through advocacy, support, and education.

Creating a living trust starts with a full review of assets, ownership structures, and long-term goals. Real estate, financial accounts, and personal property all play a role in determining how the trust should be structured. We work with clients to ensure each asset is properly titled or assigned to the trust, a crucial step in ensuring the plan functions as intended.

One advantage of a living trust is its ability to provide clear instructions if the trust creator becomes incapacitated. This can prevent the need for court involvement and allow a designated trustee to step in without delay. The trust can also include custom provisions to support beneficiaries with specific needs or handle complex family dynamics with sensitivity and care.

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Deep Local Roots

With over 60 years of service, we have established ourselves as a well-respected firm that is dedicated to our community.

Diverse Areas of Practice

Our practice areas include litigation, business law, estate planning, family law, and real estate law.

Client-Centric Approach

We are committed to our clients’ best interests and go above and beyond developing personalized legal strategies.

Living trusts must be coordinated with other documents, such as wills, powers of attorney, and healthcare directives. We pay close attention to consistency across all estate planning tools so that each part reinforces the others. This helps minimize confusion and reduces the likelihood of future disputes.

Our team at Perkins & Adley LLP is proud to offer living trust planning solutions for clients throughout the Rochester, Indiana region. If you’d like to learn more or set up a consultation, please contact us today.