Living Trust Estate Planning

Living Trust Estate Planning

A Living Trust is a revocable trust created during your lifetime to manage your assets and ensure a seamless transfer of wealth to your beneficiaries. It allows you to retain full control over your assets while alive and simplifies the estate settlement process after your passing.

Key Benefits:

Flexibility: Modify or revoke the trust at any time during your lifetime.

Avoid Probate: Ensures assets are distributed without the delays and costs of probate.

Privacy: Keeps your estate details confidential, unlike a public probate process.

Control Over Asset Distribution: Specify how and when assets are distributed to beneficiaries.

Incapacity Protection: Appoint a successor trustee to manage your affairs if you become incapacitated.

Please complete your Client Data Sheet online to ensure we process your trust smoothly.

How to Complete:

1️⃣ Visit our secure online client data sheet

https://bit.ly/4avt4Z0

2️⃣ Fill out the Client Data Sheet online.

3️⃣ Submit it instantly—no need to visit in person!

💬 Have questions? Contact us at 559-412-7248 for assistance.