Trust-Funded End-of-Life Planning

Many people carefully document their end-of-life wishes but never plan how those wishes will be paid for. Without funding in place, families may struggle to access the care, support, and arrangements their loved one wanted.

Trust-Funded End-of-Life Planning explores how a trust can be used to set aside funds specifically for end-of-life needs. This may include doula support, in-home care, vigil support, legacy projects, ceremonies, and funeral or burial costs. We’ll talk through what you want funded, how to describe it clearly, and what information to bring to your estate planning attorney.

This service helps bridge the gap between your wishes and the legal and financial planning needed to support them, so your trustee and family have clear direction when the time comes.

Ideal for:

• Individuals creating or updating a trust
• People who want to ensure doula and end-of-life care is funded
• Families wanting clear direction for trustees
• Anyone with specific end-of-life wishes that require funding

Includes:

• Review of your end-of-life wishes and care priorities
• Overview of how trusts can fund end-of-life services
• Help identifying which services and costs to plan for
• Written summary of wishes to share with your attorney
• Questions to ask your estate planning attorney or trustee