Provide a sense of security for your loved ones with a living trust.
This ensures your family can easily divide your assets according to your wishes after you have passed. Anyone who owns real estate or has significant wealth should consider creating a living trust.
With a trust, you are able to:
Eliminate involvement of the probate court as your affairs are settled.
Minimize Estate Taxes
Develop a strategy that reduces your estate tax liability.
Hold Assets in Trust
Ensure your children receive their inheritance when they are mature enough to appreciate and manage the wealth they receive.
Partnering with us will also provide...
A Licensed Attorney From Your State
This attorney will draft your living trust, the certification documents, and the necessary pour-over will(s).
Secure Cloud Storage
This gives you access to your documents from anywhere while protecting them from loss through human error or physical events such as a flood or fire.
We make it easier to share legacy planning documents, allowing those you have included in your plan to access the document(s) they need when the time comes. It also assists you in encouraging your relatives to create their own legacy plan.
When banks or other institutions have questions about funding, you can easily access your trust on most internet-connected devices, providing verification.