Trust, Estate, and Guardianship Services

Evolve aims to improve the world by providing the high-quality trust, fiduciary, and custodial services. We focus on your goals to provide solutions that achieve continued success. Evolve develops personalized service solutions, such as investment plans, tailored to your unique needs. Our team will spend time with you to ensure that you understand all your options and make recommendations rooted in research, experience, and knowledge of the industry.

Special Needs Trusts

Evolve offer trusts that allow people with disabilities to receive assets for their benefit without compromising eligibility for government assistance.

Two different types of special needs trusts are available:

Self Settled Trust

This trust is self-funded by the person with a disability. When the trust terminates, any remaining funds in the Self-Settled Trust must be used to repay the state for any Medicaid benefits the person received during his or her lifetime.


This trust is funded with assets from someone other than the beneficiary, such as a parent, and can be created by will, revocable living trust, or as a standalone trust. Trusts funded by a third-party do not require a payback to the state for benefits received.

Personal Trusts (Revocable & Irrevocable)

Revocable Trusts: Provisions can be altered or canceled pending the grantor or originator.

Irrevocable Trusts: Trust terms are set and cannot be altered by the grantor.

Charitable Remainder and Lead Trusts

Charitable Remainder Trust disperses income to non-charitable beneficiaries over time before allocating the remainder of the donated assets to charity at a preselected future time.

Charitable Lead Trust is the reverse of a charitable remainder trust. This type of trust disperses income to a named charity, while the non-charitable beneficiaries receive the remainder of the donated assets at a preselected future time.

Generation Skipping Trusts

Generation Skipping Trusts are designed to pass assets over multiple generations in a tax efficient manner.

Asset Protection Trusts

Evolve provides strong protection from creditors, lawsuits, or any judgments against your estate. Asset protection trusts allow you to protect your assets from future creditors.

Estate Settlement Services

Evolve will guide you through closing out personal and financial affairs of an estate.

Guardianship and Conservatorship Services

Evolve serves as guardian and conservator for the financial assets of an individual in order to preserve, grow and account for those assets, including satisfying all Court monitoring requirements.