Primora Trust Plan: Your Primary Voice in Estate Planning

atCause Law Office is not your typical stuffy attorneys. We're here to empower you to take control of your legacy with clarity, compassion, and creativity. Introducing the Primora Trust Plan – a comprehensive estate planning package designed to go beyond the basics, ensuring your wishes are honored, your loved ones are protected, and your assets are seamlessly managed.

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Why "Primora"?

The name Primora is derived from Latin roots: primus (meaning "first" or "primary") and ora (from orare, to speak or plead). It symbolizes you as the primary voice in originating and articulating your legacy – speaking it into reality. With Primora, you're not just planning for the future; you're declaring it on your terms.

Unlike generic estate plans that often fall short, the Primora Trust Plan is tailored for real-life complexities. It covers everything from probate avoidance to pet care, mental health directives, and even legacy protection for years to come. Let's break down what sets Primora apart.

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Key Benefits of the Primora Trust Plan

The Primora Trust Plan is built to provide peace of mind through robust protections and thoughtful inclusions. Here's what it delivers:

• Probate Avoidance: Eliminate the need for lengthy and expensive court processes, keeping your estate private and efficient.

• Financial Choices: Includes a Durable Power of Attorney for seamless financial assistance during incapacity.

• Health Care Proxy: Names a trusted agent to make medical decisions on your behalf.

• Asset Coverage: Handles diverse assets like bank accounts, retirement plans, life insurance, and more.

• Squander Protection: Prevents heirs from wasting their inheritance through structured distributions.

• Specific Gifts: Allows for designated bequests of items or gifts to loved ones.

• Pre-Need Guardian Designation: Designates your preferred guardian for any future incapacity.

• Minor Children Safeguards: Protects assets in the trust for underage beneficiaries.

• Minor Guardian Designation: Names your preferred guardian for minors if you're incapacitated.

• Living Will: Outlines your end-of-life care wishes clearly.

• Pet Care: Ensures ongoing care for your beloved pets.

• Mental Health Plan: Specifies psychiatric care preferences and appoints advocates.

• Backup Plan: Provides clear plans for substitute beneficiaries and trustees.

• Uniform Trust Code Compliance: Follows established guidelines for reliability and enforceability.

• Pour-Over Will: Catches any assets not initially placed in the trust.

• Asset Support: Offers guidance on transferring assets into the trust.

• Spouse Portability: Enables tax benefits to transfer to your spouse.

• Charitable Giving: Supports donations to your favorite charities.

• Property Transfers: Includes one deed to move Florida property into the trust.

• Special Needs Protection: Tailored provisions for beneficiaries with disabilities or those who may become disabled.

• Final Wishes Agent: Appoints a representative for burial or cremation plans.

• Legacy Protection Plan: Offers ongoing support with updates, deed prep, and trustee assistance – free for the first year, then $1,250 annually for individuals or $1,750 for couples.

• Trust Oversight: Includes roles for protectors or advisors to ensure everything runs smoothly.

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Primora Trust Plan vs. Other Plans

Many estate plans cover the basics, but they often leave gaps in critical areas. The Primora Trust Plan fills those voids with comprehensive features that "other plans" rarely include. See the difference for yourself:

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