Will & Trust
Protect your family with proper planning!
Will & Trust are essential components of proper estate planning, they help ensure that your wishes are fulfilled, protect your loved ones, and facilitate the transfer of your assets.
Premium Probate Avoidance Package
The Living Trust in this package will protect your assets by minimizing the sometimes-lengthy probate process. Probate is a court process that involves distributing the assets of the deceased person’s estate to his or her loved ones. Assets held in a Living Trust are not subject to probate. The Living Trust also protects your children’s inheritance by managing money for minor and young adult children until they are old enough to handle the responsibility themselves.
The Package Includes:
- Last Will & Testament
- Revocable Living Trust: Probate Avoidance and Children’s Trusts
- Durable Financial Power of Attorney
- Healthcare Surrogate Designation
- HIPAA Authorization
- Advance Directive/Living Will
- Pet Trust
- Cloud storage
- Spouse plan included
You can talk about Will & Trust with the following specialists in any of our offices:
Related FAQs
What is a Will & Trust?
A Will & Trust strategy is part of estate planning designed to help organize assets, avoid probate complications, protect beneficiaries, and ensure your wishes are carried out properly.
What Is an Estate Plan?
Estate planning is the process of legally preparing for the management and
distribution of your assets after death. It ensures that your wishes are carried out,
your loved ones are protected, and the transition of your estate is smooth and
efficient.