How To Create And Manage A Trust

How To Create And Manage A Trust

When it comes to creating and managing a trust, Boswell PLLC, a trust lawyer in Dallas, is here to guide you through the process with personalized attention and expertise. Here's how we can help you establish and maintain a trust that aligns with your wishes and financial goals. Contact us today.

woman planning a trust with an attorney

1. Establishing a Trust

Our team of trust administration attorneys at Boswell PLLC will work closely with you to understand your objectives and design a trust structure that suits your needs. We will help you select the right type of trust, whether it be a revocable living trust, irrevocable trust, or special needs trust, and draft the necessary legal documents to establish the trust according to your specifications.

living trust documents

2. Funding the Trust

Once the trust is established, we will assist you in funding it properly by transferring assets into the trust's name. Proper funding is crucial to ensure that the assets are held and managed in accordance with the trust's terms and to maximize the benefits of the trust for your beneficiaries.

trust consultation with lawyer

3. Managing the Trust

Our team of trust administration attorneys in Dallas will provide guidance on managing the trust assets, making investment decisions, and ensuring compliance with legal requirements. We can act as a trustee or provide advice to appointed trustees on their fiduciary duties and responsibilities in managing the trust for the benefit of the beneficiaries.

man signing trust and will

4. Trust Administration

As part of our comprehensive trust administration services in Dallas, we offer ongoing trust administration support to help you navigate any changes in circumstances, update the trust documents as needed, and ensure that the trust continues to align with your intentions over time. We are committed to being your trusted partner in managing your trust effectively.


By working with Boswell PLLC, you can feel confident that your trust is created and managed in a manner that reflects your wishes and protects your assets for the future. Contact our Dallas trust lawyers today to learn more about our trust services and how we can assist you in establishing and maintaining a trust that serves your best interests.

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