Vera helps us understand what you need, so the rest of the flow stays brief and personal.
Here's what Vera captured from your conversation. Confirm anything that doesn't look right — we'll lock these in for South Dakota attorney review.
This Declaration of Trust is made this 12th day of June, 2026, by Claire M. Mercer, of Boulder, Boulder County, CO, 80302, hereinafter referred to as the "Settlor."
The Settlor hereby declares and creates this revocable living trust and declares that the Settlor has transferred, or will transfer, certain property to be held in trust upon the terms set forth herein. The name of this trust shall be the Mercer 2026 Trust.
The purposes of this Trust include the preservation and growth of assets for the benefit of the Settlor during the Settlor's lifetime and, thereafter, for the Settlor's family — providing for their health, education, maintenance, and support in accordance with the Settlor's wishes.
This Trust is intended to be administered under South Dakota law to the extent applicable. The Trust shall become irrevocable upon the death of the Settlor.
A licensed South Dakota attorney is reviewing every line of your trust. Nothing is binding until you sign.
We quietly watch birthdays, milestones, and life events. We'll reach out when something needs your attention.
Mia's birthday is coming up. A small note from the trust often goes a long way.
No scheduled distributions are set at this time — confirm this still aligns with your intent and review any support needs.
Your trust is due for its annual review. Confirm distributions, review South Dakota compliance, and keep beneficiary details current.
Your trust is funded, signed, and quietly watching over your family.
Move money or an asset into the trust. We'll draft the legal record and route it for your signature.
Begin →Send funds or property from the trust to a beneficiary. We handle the legal directive and the paper trail.
Begin →Trust deed, contribution records, distribution directives, and every signed letter — in one private vault.
Open vault →