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Living Trust Package

Protect your assets from probate, lawsuits, and taxes!

A living trust is a separate legal entity that avoids probate. You can revise, amend or revoke the trust for any or no reason anytime before your death, as long as you are legally competent. You can appoint yourself as the initial trustee. You can control and use property as you see fit while you live.

What happens if you don’t have a living trust? All of your assets go to probate for a court to decide.

Approved by NAFEP (National Association of Financial & Estate Planning), our living trust package includes:
• Personal Living Trust
• Health Care Directive
• Declaration of Homestead
• All Funding Documents
• Last Will & Testament
• Final Expense Planning

Please contact us to discuss how we can help you.
 




 
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