Metric 01
200+
families and owners served
PRIVATE TRUST COUNSEL
Protect Wealth With Clarity
Lucra Trust helps families and business owners keep trusts, estates, and inheritance plans in order. We handle the paper trail, the handoffs, and the next step.
Metric 02
25 yrs
years in trust work
Metric 03
48 hrs
to first reply
HOW IT WORKS
Four Clear Steps
Ongoing records, notices, and distributions kept in order.
Annual review
Trust Administration
From $6,500
Ongoing records, notices, and distributions kept in order.
2-week draft
Estate Planning
From $3,500
Quarterly review
Fiduciary Oversight
From $5,000
01Custom map
Asset Protection Plans
From $7,500
Set up layers that help protect homes, cash, and company shares.
02Court paced
Probate Support
From $4,000
Court filings, asset lists, and help for heirs and executors.
03Owner led
Succession Planning
From $8,500
Transfer shares, roles, and control with a clear written plan.
SERVICES
Core Trust Services
We look at your trust, will, assets, and goals.
01
Review
02
Map The Plan
03
Draft Documents
04
Stay On Track
CASE STUDIES
Recent Client Work
Trust and estate review One 60-minute strategy call Asset list and gap check Beneficiary notice map Draft action memo
Flat feeFlat fee
Starter
From $2,500
- Trust and estate review
- One 60-minute strategy call
- Asset list and gap check
- Beneficiary notice map
- Draft action memo
Most popularBilled monthly
Signature
From $6,250/mo
- Ongoing trust administration
- Quarterly fiduciary reporting
- Two planning calls monthly
- Probate support hours
- Document funding support
- Annual succession update
Annual retainerAnnual retainer
Scale
Custom
- Family office coordination
- Business succession planning
- Multi-trust oversight
- Heir communication support
- CPA and counsel liaison
- Trustee meeting prep
WHAT CLIENTS SAY
Words From Clients
Monthly notices and distributions stayed on schedule for a five-member family trust.
Private Family
Trust records on time
Monthly notices and distributions stayed on schedule for a five-member family trust.
Business Owner
Estate plan before sale
Probate
Probate steps made clear
Founder
Founder handoff sorted
Beneficiaries
Heir review fixed gaps
Trust administration
Elena Mercer
Wills and funding
Darius Cole
Beneficiary reports
Priya Shah
Owner handoffs
Thomas Nguyen
Proof
Customer notes
Verified
“Lucra Trust kept our records clear and our trustees aligned.”
Laura Bennett
Family office director, Bennett Group
Verified
“Fast, calm help on our estate plan made a hard step simple.”
James Porter
Business owner, Porter Metals
Verified
“They guided our family through probate with steady updates.”
Nina Patel
Beneficiary, Patel Family Trust
Service area
New York Metro
Manhattan, Brooklyn, Queens, Long Island, White Plains
Area 01
New York Metro
Manhattan, Brooklyn, Queens, Long Island, White Plains
Area 02
South Florida
Miami, Coral Gables, Fort Lauderdale, Palm Beach, Boca Raton
Area 03
California Coast
Los Angeles, Beverly Hills, Newport Beach, San Diego
Area 04
Texas Triangle
Dallas, Houston, Austin, Fort Worth, Plano
Questions
Common Questions
Quick answers before visitors choose a product, service, or next step.
01What does Lucra Trust handle?+
We handle trust administration, estate plans, fiduciary checks, asset protection, and probate support for families and owners.
02Who do you serve?+
We work with high-net-worth families, business owners, trustees, executors, and beneficiaries who need clear records.
03Do you work with lawyers and CPAs?+
Yes. We stay in step with your lawyer, CPA, and other advisors so records and filings match from start to finish.
04Can you help after a death?+
Yes. We help executors gather assets, file papers, and keep heirs informed during probate at each step.
05Do you offer one-time plans?+
Yes. We can build a one-time estate plan or start with a review before ongoing service if you want that path.
06How do we start?+
Book a consultation. We review your goals, current papers, and next steps, then send a clear plan.
Short Notes By Email
Get short notes on trusts, estate plans, probate, and succession. Clear updates, no fluff, and no spam.