Living Trust

A living trust package offers significant benefits for those looking to secure their family's financial future, leave a lasting legacy, and simplify estate planning. For homeowners, it ensures the seamless transfer of property without the delays and costs associated with probate. Parents and grandparents can achieve peace of mind knowing their assets will be managed and distributed according to their wishes. Additionally, a living trust protects vulnerable beneficiaries and ensures privacy by keeping estate matters out of public records.

Schedule a free consultation today to learn how you can create financial security and family harmony across generations.

Benefits of a Living Trust

Security

A living trust provides a layer of security that ensures your assets are managed and directed according to your wishes, even in the face of disability. A living trust also allows you to control the management and distribution of your assets after death, ensuring that beneficiaries receive their inheritances smoothly and privately, bypassing the lengthy probate process.

Flexibility

A living trust can easily adapt to changes in your wishes throughout your life. It addresses asset and beneficiary changes without legal complications. A trust can also hold assets for minors until they reach a certain age or impose management and spending requirements.

Privacy

Probate is public record. By placing your assets into a living trust, your assets are legally not in your estate so probate is avoided. This ensures that your family's finances are not exposed to creditors, the government, or anyone with an internet connection.

Saves Money

A living trust significantly lowers the financial burdens that often accompany the legal process of probate. This arrangement allows your assets to pass directly to your beneficiaries without incurring the often hefty probate fees and delays. Consequently, you maintain greater control and security over your estate, ensuring your loved ones benefit from your foresight and planning.

What is Included in the Package?

Living Trust

The document that makes your trust official. The trust names your successor trustees (the people you choose to take over after you) and beneficiaries (the people who are receiving your assets). The trust contains the rules you set for management and distribution of trust assets.

Trust Abstract

A private copy of the trust that you can use to prove the trust's existence without disclosing assets or beneficiaries.

Pour-over Will

A standard will to ensure that all of your assets are put into the trust.

Transfer Deed

All of the documents necessary to retitle your real property into the trust.

Power of Attorney / Healthcare Directive

Allows you to name a person with authority to oversee your financial affairs and medical care if you are unable to do so yourself. You can give them full decision making power or provide detailed instructions.