Coordinate with your attorney
Your estate attorney drafts the trust. We make sure the accounts get titled, the beneficiaries get updated, and the funding actually happens.
Trust planning coordinated with your estate attorney so the documents and the financial accounts line up. We handle the planning and the funding; the attorney drafts. Revocable living trusts only.
Your estate attorney drafts the trust. We make sure the accounts get titled, the beneficiaries get updated, and the funding actually happens.
Beth handles revocable living trust coordination. We don't set up Delaware Statutory Trusts, Utah asset-protection structures, or offshore vehicles.
An empty trust does nothing. We work with the attorney to make sure each asset gets retitled (or assigned via beneficiary) into the trust the way the document expects.
Retirement accounts and life insurance pass by beneficiary designation, not by the trust. We make sure those designations align with the trust strategy.
We meet on a real cadence, usually quarterly. The plan flexes as your life and the tax code change. Most relationships span decades.
Offices in Boca Raton and Plantation, plus licensed in all 50 states. Existing clients keep us when they move.
For Florida clients who need or already have a revocable living trust as part of their estate plan, this page covers the financial-side work we do alongside your estate attorney. The trust document itself comes from the attorney. The account titling, the beneficiary designations, the asset coordination, and the ongoing reviews come from us.
Most clients who come to us with existing trusts have funded them incompletely. The trust document says one thing and the actual account titles, beneficiary designations, and TOD/POD instructions say another. The job is making them match.
Beth handles revocable living trust coordination only. We don't draft trust documents (that's your estate attorney). We don't set up Delaware Statutory Trusts, Utah Domestic Asset Protection Trusts, offshore trusts, or other advanced asset-protection structures. If your situation calls for those, we refer you to an attorney who specializes in that area and continue handling the financial coordination.
The reason for the scope is honesty. The complex asset-protection world is a real field that requires specialized legal training. Pretending to offer it when we don't specialize would be a disservice. We focus on what we actually do well.
Trust work connects to several other planning areas:
The hub. Trusts are one tool inside the broader estate plan.
See estate planning →Charitable remainder and charitable lead trusts are a specific category we coordinate.
See charitable giving strategies →For trust beneficiaries who inherit assets. The planning that has to happen at the receiving end.
See inheritance planning →Trust coordination shows up most in these life stages:
"We had a revocable trust that our attorney set up ten years ago. Beth's team audited the actual account titling and found three accounts that had never been moved into the trust. They're now properly funded."
"After my husband passed, the successor trustee work was overwhelming. Beth coordinated with our attorney and walked me through what I had to do as trustee. I wouldn't have known where to begin."
"Beth was clear that she does revocable trusts only, not the asset-protection stuff. When my situation needed more, she referred me to an attorney who specialized in that. Honest scope."
Posts our wealth advisors have put together on this topic.
Maybe. The most common reasons to set up a revocable living trust in Florida are to avoid probate, manage incapacity, or coordinate more complicated beneficiary situations. Many smaller estates do fine with a will plus proper beneficiary designations and account titling. The right answer depends on the size of the estate, whether you own property in multiple states, and your family structure. Your estate attorney makes the call; we help you decide whether to have the conversation.
A revocable trust can be changed or undone at any time by the person who set it up. Most people use revocable trusts for probate avoidance and incapacity planning. An irrevocable trust, once funded, generally can't be modified or undone. Irrevocable trusts are used for asset protection, estate-tax reduction, and specific charitable structures. Beth handles revocable trust coordination only.
No. Beth's scope is revocable living trust coordination. Delaware Statutory Trusts, Utah Domestic Asset Protection Trusts, offshore trusts, and similar advanced structures require specialized legal training. If your situation calls for one of those, we'll refer you to an attorney who works in that area, and we'll continue handling the financial coordination side.
Funding a trust means actually retitling assets into the trust's name (or naming the trust as beneficiary, where appropriate). An unfunded trust is just paperwork; it doesn't control any assets. The funding step is where most estate plans break down, and it's where we spend a lot of time on the coordination side.
Retirement accounts (IRAs, 401(k)s) generally shouldn't be retitled into a trust during your lifetime, because doing so triggers a taxable distribution. Instead, you name the trust (or specific individuals) as beneficiary. The strategy depends on who the beneficiaries are, their tax brackets, and the trust's structure. We work through the beneficiary designations as part of the broader plan.
The first meeting is a conversation, not a sales pitch. We'll talk about where you are, what you're working through, and whether Intercoastal is the right fit. In person in Boca Raton or Plantation, or by video from anywhere.