Create a Living Trust
Living trust is a valuable estate planning tool that helps individuals manage their assets during their lifetime and simplify the distribution of those assets to heirs and beneficiaries after their passing. Avoid Probate Court with a Living Trust.
Guardianship:
Nominate individuals to care for your children and beloved pets, providing them with a secure future.
Financial Stewardship:
Determine who will manage your affairs when you can't, safeguarding your financial interests.
Gifts and Bequests:
Leave a meaningful legacy by specifying monetary gifts, possessions, or property for your loved ones.
Asset Allocation:
Decide how your assets will be distributed among heirs and beneficiaries, ensuring your wealth is distributed as intended.
Exclusions:
Clearly define who should not receive your property, ensuring your estate aligns with your intentions.
End-of-Life Arrangements:
Specify your preferred funeral or memorial arrangements, offering your family peace of mind.
Special Requests:
Record your unique desires, from sentimental heirlooms to charitable contributions, to ensure they are honored.
Medical Directives:
Outline your medical preferences for emergencies, ensuring your healthcare aligns with your values.
Healthcare Advocates:
Designate trusted healthcare agents to make decisions on your behalf, guaranteeing your medical treatment respects your wishes.
Medical Records Access:
Grant authorized individuals access to your medical records, facilitating seamless healthcare support during critical times.
Conditional Asset Distributions:
Add conditions to asset distributions, ensuring that beneficiaries meet specific criteria before receiving their inheritances.
Probate Avoidance:
Implement strategies to avoid probate court, streamlining the distribution of your assets and minimizing delays.
By taking these essential steps, you not only protect your legacy but also provide clarity and security for your loved ones. Your proactive planning today ensures a more certain and efficient tomorrow.
Revocable Living Trust
The cornerstone of your estate plan, governing asset management, control, and distribution during your lifetime and beyond.
Schedule of Trust Assets
A dynamic inventory of assets held within the Trust, easily updatable as you add or remove assets from the Trust's purview.
Last Will & Testament (Pour Over Will)
Your definitive testament, addressing the welfare of your dependents and referencing the specifics outlined in your Trust.
HIPAA Authorization
Empowers trusted individuals to access your protected health information for designated purposes.
Living Will
Articulate your healthcare preferences and medical treatment directives, serving as guidance in times when you cannot decide for yourself.
Power of Attorney
Appoint an agent to manage your personal and business responsibilities during periods of absence or incapacity.
Certification of Trust
Furnish this document to third parties in lieu of sharing the entire Trust. It offers a concise summary of critical Trust provisions while safeguarding your personal information.