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REVOCABLE LIVING TRUST
A Revocable Living Trust is like a safe that holds your assets on behalf of a beneficiary. You know that your possessions are in good hands when you invest in a living trust. When considering a Trust for your family or loved one, keep in mind that it can also be referred to as a “Family Trust, or simply a “Trust.”
Having a trust empowers you to pick how you wish to deal with your assets before your death; in fast, quick and simple steps at no additional cost. A Living Trust is an honorable gift to give your family.
PROBATE
If on short notice a tragedy occurs that leaves you managing the death of a relative who did not have a Living Trust, rest assured that we are here to help. In any case, despite the fact that they had no Will or any obtainable documents. We are here to assist you through the process required to identify the assets the decedent owned, and determine the appropriate measure to lawfully acquire the title of genuine property and any other assets. With your best interests in mind, we charge the MINIMUM in statutory fees.
MAKE US YOUR SUCCESSOR TRUSTEE
Our Trust administration professionals make sure you count on us, by assisting you in your home, to make sure the goals you have in mind for your estate are met, and establish a strong personal relationship through an in-person meeting with your family. This is valuable for families that wish to build a professional successor trustee to avoid disagreements among the remaining family members during their time of grief. Although there is an additional fee for this service, it is important to note that we charge less than most other professional fiduciaries and no fees are ever due until after death.
TRUST ADMINISTRATION
On the off chance that you need help dealing with the decedent’s estate, we can help. There is no hassle for us to determine who inherits what assets. We can assist the successor trustee in assuming Trust powers and making all distributions while refraining from taxes or reassessments.