Get Your Assets in Order

We help you with your living trust and guide you through all the steps in setting your assets in order. It is important to know exactly what will come of your property and possessions when you pass on, and it is our job to give you the peace of mind that comes with knowing.

What is a Living Trust?

A living trust is a document that we work with you to create that will manage your assets during your lifetime and include instructions on what will happen with those assets upon your passing.

    • In most cases, you, or whoever creates the trust, will be the trustee. It is, however, possible to name a spouse, child, or bank as a co-trustee. We work with you to set this up as well as who will succeed you as trustee if you were to pass away or become disabled.
    • Living trusts can be amended or revoked entirely at any time. You, as creator, reserve the right to do so and we work with you to assure the best course of action to protect you and your loved ones.
    • Having your assets transferred into a trust prior to your passing will avoid probate. The primary purpose of a Probate Court when somebody dies is to facilitate the transfer of assets to beneficiaries.
        • A living trust can help your loved ones avoid probate court; assets will be transferred immediately after death without delay.

Probate Process

The Probate process ensures that any Will is the decedent’s true last Will, and not revoked or a forgery. The process is meant to ensure that the decedent’s assets are safeguarded and protected from waste, theft, or neglect—as well as all taxes paid. We help you through the probate process every step of the way.

For further information on Probates and Trusts, you can go HERE.