Living Trusts
The Foundation of Effective Estate Planning
At Net Financial, estate planning begins with your goals. Our attorneys work closely with you to create a will or living trust that aligns with your unique needs and long-term vision.
Why Consider A Living Trust?
While many begin with a will, a living trust offers more comprehensive protection. A will outlines your wishes for asset distribution and who should manage your estate after death—but it must go through probate, a state-controlled, public legal process. In contrast, a living trust helps you bypass probate entirely, offering more privacy and control during your life and after.
How a Living Trust Works
A living trust goes beyond just planning for death—it helps manage your assets during your lifetime. You can name a trustee who steps in if you become incapacitated or near end of life. Because it's revocable, you can make changes as your needs evolve, retaining full control until you're no longer able to manage your affairs.
Benefits of a Living Trust
Avoiding Probate
Probate can be lengthy—lasting months or even years—and expensive, consuming 3–7% or more of your estate's value. Assets in a living trust aren’t subject to probate, which means your loved ones can access them faster and with far less cost. A successor trustee can carry out your instructions promptly and privately.
Planning for Incapacity
If you’re unable to manage your affairs, a living trust allows your chosen trustee to take over immediately—without going to court. This avoids the costly and time-consuming conservatorship process required when only a will is in place.
Keeping Your Affairs Private
Wills are public documents once they go through probate, exposing personal details like assets, debts, and beneficiaries. A living trust, on the other hand, stays private—keeping your financial affairs out of the public eye and reducing the risk of unwanted attention.
More Than Just a Probate
Leave a Legacy
If you want to give back through charitable donations, we can help you structure a plan that supports causes you care about—while maximizing tax advantages and maintaining control. Our financial professionals offer expert guidance, and our legal team ensures everything is handled smoothly and in your best interest.
When to Update Your Trust
Estate planning is key to securing your financial future and protecting your loved ones. We recommend reviewing your estate plan every 3–5 years—or sooner if your financial situation changes significantly or you experience a major life event like the birth of a child, marriage, or a serious health issue. A well-structured living trust ensures your intentions stay current, no matter what life throws your way.
We Make the Process Simple
Trusted Expertise
Our team brings decades of estate and trust planning experience, with recognition from news channels and media outlets
Clear Pricing
We offer flat-rate pricing for all services—no hidden fees or hourly billing.
Ongoing Support
Reach out as often as you need. We provide unlimited access to phone calls, meetings, and reviews so you feel completely confident in your plan.
Get In Touch
Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.
Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.
Contact Information:
Digitas Global, LLC dba Net Financial
24285 Katy Freeway, Suite 300, Katy, Texas 77494
Email: [email protected]
Phone: (346) 258-6100