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Simply put, if you own a home, have children, or have no one to legally help you if you become disabled, you need a living trust.

• A living trust allows your estate to avoid probate at death. 
• Assets transfer to living trust privately.
• Prevents the court from taking control of assets when incapacitated.
• Pulls all assets into one plan.
• Assets are handed down to beneficiaries quickly without delay.
• Money can stay in trust until you want beneficiaries to receive.
• Inexpensive compared to thousands that would be spent to clean up estate without a trust.
• Can make changes or revoke at any time.
• Extremely difficult to contest.
• Prevents the court from taking control of assets for children under 18 years.
• Can protect or hold assets for people with special needs.
• Sleep a little better at night knowing you have set up a contingency plan.

• Two appointments are included in the package
• Declaration of family trust
• Schedule of assets
• Pour-over will, with "poison pill" built in (deters challenges)
• Advanced healthcare directive (medical power of attorney) 
• General durable power of attorney
• Memorial arrangements directive
• Gift and personal property assignments
• Separate "poison pill directive" designed as a handout to reduce/eliminate harassment
• Abstract of trust (also known as trust certificate, which is a miniature copy of the trust)
• Property deed (additional charges apply to multiple properties)

• Call to set up an appointment in the comfort of your home (additional fee), or via Zoom, Skype, Face Time or teleconference. There is no obligation.
• A professional will show you a sample of what your trust will look like and will answer your questions.
• Once your questions are answered and if you feel comfortable and want to proceed, an application will be filled out.
• A second appointment is set where a professional will review your completed living trust.
• Since we begin the work in the first meeting, half of the payment is due then, and the other half when your trust is delivered. Most of our competitors will ask for full payment upfront.

The living trust enters a new phase called Trust Administration. When a person or couple has a living trust and they pass, the trust will need to be administered to finish the terms laid out in the living trust. The original owner(s) of the trust was the trustee(s), but the next in line named in the trust would be in charge. This person is referred to as the The Successor Trustee. At this point the Trustee generally has administrative duties to complete:

1. Obtain EIN number for the Trust
2. Open bank account in the name of the trust;
3. Documenting the assets of the trust;
4. Pay all outstanding debts and/or taxes of the decedent and estate;
5. Distributing the assets to the named beneficiaries according to the terms set forth in the trust document.

Creating the needed paperwork is something that The Trust Pros can help with. We refer to this as our Successor Trustee Service. 

Provided paperwork for Successor Trustee service includes the following: 

1. A three page checklist of items that need to be addressed when someone passes away

2. Completed Real Property paperwork (CA only) which includes:

a. Preliminary Change of Ownership Report (county recorder application)

b. New Quitclaim Deeds transferring Real Property to beneficiaries

c. Affidavit of death 

3. Affidavit of Assumption of duties, which is presented to banks with trust accounts. This document affirms your role as the new Successor Trustee for the Trust.

4. Notification of Probate Code 16061.7 Form. This required and is delivered to all beneficiaries along with Living Trust Declaration.

5. If needed, Final Trust Distribution Letter (provided for an additional fee), signed by all parties in front of a notary, thus agreeing to terms of distribution.

6. Assistance filling out related forms from financial institutions.

The Trust Pros is a legal document service only, meaning we prepare paperwork only. If you need legal advice or If one of the parties mentioned in the trust decide to hire an attorney and send you correspondence, you will need to hire an attorney separately. 

Yes we do. Call for details.