Revocable living trust-based estate planning for Michiana families — from document preparation through fully funded and complete. Guided by Keith Plummer, J.D.
Trust, will, POA, health care rep, certificate, deed & assignment
Quitclaim Deed filed with your Indiana county — not just drafted
Bank, brokerage, and retirement coordinated with trust terms
Every transfer documented and verified before we close
Documents get signed. Assets stay put. Beneficiaries go stale. The trust sits in a drawer — legally valid and functionally useless.
A signed trust that holds no assets. A will nobody can find. Real estate still titled in their own names. Beneficiary designations last updated in 2009.
Correctly executed documents. Real estate retitled and recorded. Accounts aligned. Beneficiary designations reviewed and current.
Some families want documents. Some want documents with a guide. Some want full coordination from start to funded. There's a path for each.
No guessing. No unclear next steps. A structured path from conversation to complete.
Define your priorities, household context, and asset picture. Confirm which planning level fits your situation.
Set the trust structure — trustees, beneficiaries, distribution terms, and companion documents aligned to your situation.
Prepare, review, and execute all Indiana trust documents. Clear guidance on signing order, witnesses, and notarization.
Coordinate titling, deed recording, account retitling, and beneficiary updates. Verify and document completion.
Anchor Advisors North started the same way most families begin thinking about estate planning — a question from parents and close friends who wanted a simple plan that would work, but found the process expensive, confusing, and hard to navigate.
After seeing the gap between what most Michiana households actually need and what they're often sold, the answer became clear: most families need a well-drafted trust, the right companion documents, and someone who will make sure the plan is actually implemented — not just filed.