Estate Planning · Texas
Trust / Estate Planning Purchase in Texas
Buying or refinancing in Texas inside a revocable or irrevocable trust for estate-planning purposes? We close trust loans every month.
Common challenges we solve
- Title company unfamiliar with trust closings
- Multiple trustees and beneficiaries
- Coordinating with your estate attorney
What you get with Lumos
Closings in revocable or land trusts
Title and tax coordination handled
Same rates as personal-name conventional loans
Loan programs that typically fit
Frequently asked
- Will rates be higher?
- Not on a revocable trust — pricing matches a personal-name loan.
- Do you work with my attorney?
- Yes — we coordinate directly to avoid duplicative documents.
