Trust Creation – Assistance

Description

Protect what you’ve earned. Preserve what you love.
Our Trust Creation – Assistance service provides step-by-step guidance for creating your own Revocable Living Trust, the foundation of a smart estate plan. Whether your goals are to avoid probate, manage your assets during your lifetime, or ensure a smooth transfer of wealth to your loved ones, we walk you through the entire process with clarity and care.

This service is ideal for individuals, couples, or families seeking to protect their legacy, maintain control of their assets, and gain peace of mind.

What’s Included

✔️ A personalized consultation to understand your goals
✔️ Guided support to create your Revocable Living Trust
✔️ Templates and tools to list assets and beneficiaries
✔️ Instructions for transferring assets into the trust
✔️ Trust Certification Letter (to use when opening accounts or retitling assets)
✔️ Final trust document package (digitally delivered)

We make the process easy, educational, and empowering — even if you’ve never created a legal document before.

Why Create a Living Trust?

✅ Avoid Probate: Skip the lengthy and costly court process — your assets transfer directly to your beneficiaries.
✅ Stay in Control: You can manage and change the trust at any time while you’re alive and well.
✅ Plan for Incapacity: A living trust lets someone you trust manage your affairs if you’re ever unable to.
✅ Maintain Privacy: Unlike a will, a trust is not a public record. Your affairs stay confidential.
✅ Ensure Asset Continuity: Real estate, bank accounts, and business interests pass smoothly without court delays.
✅ Protect Loved Ones: Ensure minors or vulnerable beneficiaries are cared for the way you choose.

Who This Is For

• Individuals or couples with real estate, savings, or investments

• Parents looking to protect their children’s inheritance

• Business owners seeking succession planning

• Anyone who wants to avoid probate and gain peace of mind

Let’s create a future your family can count on.
Contact us today to schedule your trust creation consultation.