What would happen to your home, your savings, or your family heirlooms if something unexpected happened tomorrow? Would your loved ones know your wishes—or be left navigating a stressful probate process?
At Dillman & Owen Estate and Elder Law, we help families across Indianapolis take control of their future through thoughtful estate planning. One of the most effective tools we use is the living trust—a flexible, private, and probate-avoiding way to protect your assets and secure your legacy.
Whether you're planning for your family's future, managing a blended family, or looking to protect assets from long-term care costs, our Indianapolis estate planning attorneys are here to guide you every step of the way.
What is a Living Trust?
A living trust—also known as a revocable trust—is a legal document that allows you to transfer ownership of your assets into a trust during your lifetime. You maintain control of those assets while you're alive, and after your passing, they are distributed according to your instructions—without going through Indiana probate court.
This makes the process faster, more private, and often less expensive than relying solely on a will.
Why Choose Dillman & Owen to Create Your Living Trust?
At Dillman & Owen Estate and Elder Law, estate planning isn’t just a one-time document—it’s a relationship. Our team brings:
- Experience in both estate and elder law, allowing us to plan with future healthcare and Medicaid considerations in mind
- Personalized plans, not cookie-cutter templates
- A Life Care Planning approach, integrating legal, medical, and financial needs for long-term peace of mind
- A trusted reputation across Central Indiana, with deep local knowledge of probate, asset protection, and elder care issues
We take the time to understand your goals, explain your options, and build a plan that reflects your values.
How to Set Up a Living Trust in Indiana: Step-by-Step
Schedule Your Initial Consultation
Meet with our Indianapolis estate planning attorneys to discuss your unique goals and determine whether a living trust is the right solution for you.
Inventory Your Assets
Together, we’ll review your real estate, bank accounts, retirement savings, life insurance policies, and personal property to ensure nothing is overlooked.
Draft the Trust
We’ll prepare a custom legal document that outlines how your assets will be managed during your lifetime and passed on after your death.
Fund the Trust
This step is key. We’ll help you retitle your assets into the trust’s name so they’re legally protected and avoid probate.
Choose a Successor Trustee
Select someone you trust to manage your affairs if you become incapacitated or pass away. We’ll guide you through the legal and practical implications of that choice.
Benefits of a Living Trust in Indiana
Avoids Probate: Keeps your estate out of court, saving time and reducing stress for your loved ones
Protects Your Privacy: Trusts are not public record, unlike wills filed in probate
Plans for Incapacity: Ensures your assets are managed if you're unable to make decisions
Customizable: Adjust your trust as life changes—marriage, births, property changes, or new priorities
Start Protecting What Matters Today With the Support of Our Living Trust Attorneys
At Dillman & Owen Estate and Elder Law, we believe estate planning should be clear, compassionate, and customized to you. If you're ready to create a living trust in Indiana, we’re here to help you do it the right way—with the guidance of experienced, local attorneys who care.
Contact our Indianapolis estate planning lawyers today to schedule a consultation. We’ll help you build a plan that brings peace of mind—today and for years to come.
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