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Living Trust (Single or Married)

Included :

    » Easy to compelte questionaire with your family information
    » Naming your Trustors and Trustees
    » Naming your Successor Trustee
    » Beneficiary Instructions
    » Funding instructions
    » Transfer forms
    » Guide to tranfer assets
    » What to sign
    » What to copy and sign

    A Revocable Living Trust is an arrangement in which the grantor places property in trust, naming him or herself or some other person as Trustee, or Co-Trustee, reserving the right to change the trust at any time (revocable).

    Generally, the trust agreement provides for the assets of the trust to pass to the named beneficiaries upon the death of the grantor. The advantages of the Revocable Living Trust include:

    Advantages of Revocable Trust:

    » All assets in trust avoid the probate process
    » No legal fees and expenses associated with probate
    » Provides for property disbursement
    » Avoids contestation
    » Avoids time delays and frustration of a complicated probate system
    » Assures access to principle for beneficiaries
    » Total privacy - not like will; it is not necessary to post a publication when Grantor dies
    » Successor Trustee (personal representative) can immediately distribute funds as indicated in the Trust after the death of the grantor(s)
    » May eliminate estate taxes for a married couple up to 4 million dollars

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