Do You Need a Trust?

Understanding the Difference Between a Will-Based and Trust-Based Estate Plan

A Will-Based Estate Plan May Be Right for You If…

  • Your estate is modest and uncomplicated
  • Probate court oversight doesn’t concern you
  • You’re comfortable with your estate going through a public process
  • You simply need to name guardians for minor children
  • You are not concerned about potential disputes over your estate
  • Your accounts already have beneficiaries or are jointly titled
  • You’re not focused on incapacity planning
  • You’re comfortable with your plan becoming public record
  • You’re comfortable with your plan being final with no room for modifications

A Trust-Based Estate Plan May Be the Better Choice If…

  • You own substantial assets or property in multiple states
  • You want to avoid probate and ensure faster distribution of assets
  • You value privacy in the administration of your estate
  • You want to control how and when beneficiaries recieve their inheritance
  • You want to reduce the risk of family conflict or estate contests
  • You want to consolidate your assets under one comprehensive plan
  • You want someone to manage your affairs if you become incapacitated
  • You prefer that your wishes and assets remain confidential
  • You have trusted individuals to oversee and carry out your intentions
  • You want to place conditions or safeguards on how assets are used after your death
Two people doing paperwork

At Baird Legal, PLLC, we offer three carefully designed estate planning packages tailored to different stages of life and levels of complexity.

Ready To Start Planning?

Let’s work together to protect what matters most — your family, your assets, and your legacy. Call (910) 663-1621 or contact us to schedule your consultation.

Hours

Monday - Friday
9:00 AM - 5:00 PM

Office Location

1307 N Norwood St,
Wallace, NC 28466

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You can also reach us by calling (910) 663-1621 or via email.