Wills & Trusts
Blended-family testamentary trust
A remarried client with children from two marriages needed a will that provided for the surviving spouse during life while preserving capital for biological children after the spouse's passing. We structured a testamentary trust with defined income rights, an independent trustee option, and a letter of wishes explaining the reasoning to all beneficiaries. Executors received a step-by-step distribution guide that reduced family friction at probate.