Trust Attorney in Carmel, IN

Delivering Peace of Mind with Trusts in Indianapolis & Beyond

You have worked too long and too hard to let the courts decide who gets your business, cares for your children, or receives your hard-earned wealth and assets when you pass away. 

Approximately 50 to 60 percent of Americans do not have a will, let alone an estate or business plan, to provide clarity and security for those they leave behind upon their passing. That startling number represents people who put their livelihoods, children, wealth, and resources at risk every day should the unexpected happen to them. 

Peace of mind is available when you properly plan for the future. It is only achieved through action and results accomplished before it’s too late. Even if you are perfectly healthy, believe you have plenty of time, or are too busy, our team wants to ensure that you understand the vital importance and value of estate planning trusts. 

You can meet with our attorney at Katie Charleston Law, PC, to get your personal or business house in order. We focus on a proactive partnership to protect your assets in life and business. Our firm can help protect your life’s work and its people.

Learn how we can help protect your assets and legacy by calling (463) 223-4943 or contacting us online for more information.

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Five-Star Client Reviews

In their Own Words

Our highest priority is providing top-notch representation for our clients, and it shows in our reviews. Read through some below, or call us at (463) 223-4943 today to get started.

    "A Great Communicator"
    Katie was very professional throughout this process and was very responsive throughout all of our correspondence. She always answered all of our questions and is a great communicator!!!!!
    - Tyeisha B.
    "They Really Know Their Stuff"
    Katie and Hannah are absolutely marvelous to chat with and really know their stuff. If someone is infringing on your trademark rights, this is who you want in your corner. Cheers!
    - Peter Q.
    "It Meant So Much to Me"
    I started a new media platform and it did not goes as planned. They definitely kept checking up on me to ensure they were there when I was ready. 100% customer service. Her follow-up meant a lot to me.
    - Tara S.
    "Couldn't Be Happier"
    Katie was so helpful when it came to our family trust. She spent a lot of time with us and never hurried the process. We could not be happier with the service from her and her staff.
    - Steve M.
    "Professional and Timely"
    Katie prepared an update to an existing trust, plus provided additional documents, such as a financial power of attorney that the previous lawyer had not done. She did a very professional job, and a timely one.
    - Barbara C.
    "Personable & Extremely Thorough"
    When we created our business, Katie was able to work with our crazy schedules with zoom calls and in-person meetings. She is personable, articulate, and extremely thorough and I trust her.
    - Goldwood Studios
    "She Gave Me Peace of Mind"
    I wanted to have peace of mind when hiring someone I had never worked with before, and Katie provided that. She was professional, thorough, meticulous, and made sure I had all of my risks covered in the agreement.
    - Tim S.
    "I Feel Confident in Her"
    Katie Charleston was very helpful with all of my business contracts. She would update me on any changes, she is very professional and stays on top of everything. Her clients come first.
    - Ellen M.

Different Types of Trusts

Many types of trusts can be created based on your circumstances, needs, and goals.

Trusts can include but are not limited to: 

  • Living trusts: A trust designed for efficiently transferring assets during your life. When you pass away, the beneficiaries you name in your living trust will inherit your assets.
  • Revocable living trusts: A revocable living trust allows you to transfer money, property, and other assets into a safe, protected place. You can move these items in and out as you wish without court involvement. When you pass, these items will be distributed according to your instructions. No probate process is involved.
  • Irrevocable trusts: Irrevocable trusts also are a safe place for your assets, though they are more inflexible. You cannot move or change your assets while you’re alive. They cannot be changed or revoked by the grantor once implemented.
  • Testamentary trusts: Established through a will, these trusts are created upon the grantor's death.
  • Charitable trusts: Designed to benefit a particular charity or the public and can offer tax benefits.
  • Special needs trusts: Protects beneficiaries who receive government assistance, ensuring the trust assets do not disqualify them from such aid.

Benefits of Trusts

Trusts can shield your wealth from creditors, lawsuits, and claims. Assets in a trust typically bypass probate, expediting the process of distributing your assets to your beneficiaries. Unlike wills, they are not public records, providing privacy concerning the distribution of your property. Trusts offer precise control over how and when your assets are distributed. 

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Contact Us Today

Get Experience On Your side

Call (463) 223-4943 or fill out the form below to get started with a consultation.

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  • We Research Thoroughly

    Detail-oriented, we leave no stone unturned in our pursuit of favorable outcomes for our clients--and often find information  you didn't know you needed.

  • Simplifying the Process

    We explain legal concepts in plain language, guide our clients through each step of the process, and handle the details so you can focus on what matters most to you.

  • Comprehensive Approach

    With holistic service from beginning to end, we stick with our clients through the lifetime of your assets, including litigation if necessary.

  • Responsive & Reachable

    We prioritize timely communcation; our team is responsive and accessible, and you'll never be left wondering where your case stands.