The Thrivly Trust Package
At Flex Legal, we have developed the Thrivly Trust Package to provide a bespoke comprehensive estate plan, meticulously tailored to your unique family dynamics, asset structure, and personal values, ensuring that your exact wishes are honored rather than relying on generic templates or default state laws that may conflict with your intentions. It proactively addresses potential complexities—such as blended families, business succession, special-needs beneficiaries, or substantial philanthropic goals—while incorporating advanced tax-minimization strategies that can preserve significantly more wealth for your heirs and chosen causes. Ultimately, a complete custom plan provides not only legal precision and financial efficiency but also lasting peace of mind, knowing your legacy will be protected, your loved ones cared for, and unnecessary disputes or erosion by taxes and probate avoided.
Simple Last Will & Testament
Basic will designating an executor, beneficiaries; suitable for straightforward estates without complex assets.
​
​
Revocable or Irrevocable Living Trust
Creates a trust to hold assets, avoid probate, and manage distribution; includes pour-over will to cover assets not transferred to the trust. Does not include supporting documentation.
​
​
Special Needs Trust (SNT)
Protects assets for a disabled beneficiary (e.g., child or adult) while preserving eligibility for government benefits like Medicaid or SSI; includes first-party or third-party SNT options.
​
​
Durable Power of Attorney (Financial)
Authorizes an agent to manage financial matters (e.g., banking, real estate, taxes) if the client becomes incapacitated.
​
​
Healthcare Power of Attorney
Designates an agent for medical decisions. This does not include detailed wishes and instructions, only designates individual who will make decisions on your behalf. Often purchased in conjunction with a Living Will.
​
​
Living Will
Outlines incapacity, end-of-life care preferences, anatomical gifts (advance directive). Often purchased in Conjunction with a Healthcare Power of Attorney.
​
​
​
Business Succession Planning
Plans for transfer of business ownership or assets upon retirement, incapacity, or death; includes buy-sell agreements or trust integration.
​
​
Guardianship Designation for Minors
Names legal guardians for minor children in case of parental incapacity or death; often purchased in addition to wills.
​
​
Trust Administration Assistance
Attorney Acts as Trustee and assists in managing trust assets post-death; includes tax filings, distributions, and legal compliance.
​
​
Uncontested Probate
Drafting of Petition for Probate Administration, and attorney appearance at hearing; does not include county filing fee.
​
​
Pet Trust
Ensures care for pets after owner’s death or incapacity; includes funding for pet expenses.
​
​
Lady Bird Deed (Enhanced Life Estate Deed)
Suitable for transfer of property upon death while avoiding probate. Includes notarization and county clerk filing fee.
​
​
​
Comprehensive Review and Consultation Regarding Terms of Estate Plan or Trust Created by an Outside Firm
Another firm created your estate plan, but you don't know what it means for you or for your family? Our attorneys will review, advise, and answer questions.
​
Premarital / Prenuptial / Postnuptial Agreements
Representation of both parties or individual spouses/future spouses in preparing, reviewing and executing documentation which outlines plans for combining or separating finances, assets, and debts when approaching a marriage or following a marriage, where premarital property needs to be addressed.
​