Living
Trust Information
Using a Revocable Living Trust is the most common estate
planning device to avoid probate and safeguard one's estate
for their beneficiaries.
You receive all Revocable Living Trust documents (for your
signature and notarization), Deeds for any transfer of real
property into the name of the Trust, Tax documents for filing
with the county, Letters for non-real estate property transfers,
and a Pour-over Will to enable any after-aquired property
to "pour over" into the Trust and be distributed
according to the terms of the trust after the Trust document
is signed.
If you need to update your Revocable Living Trust
at a later date, we have made it easy to do so. Simply fill
out the one question on the next page that asks for modifications
and tell us what they are. There is a small processing fee
of $35 for this service. We are grateful to serve you and
your family and look forward to assisting you wisely prepare
for the future.
To best assist you, please have the following information
nearby when submiting your information:
1) Names, addresses, phone numbers, and date of birth of
all children;
2) Name and address of sucessor trustee and alternate successor
trustee;
3) Names, account numbers, and phone numbers of any assets
you desire to place in the Trust (e.g., mutual funds, IRAs,
savings accounts, etc.)(NOTE: Insurance benefits, 401K,
and pension funds are best not put in Trust)(ALSO:
We will assume these assets are marital community property.
Please tell us if they are owned by one partner in the marriage);
4) Legal description (preferred) OR name of seller
and date of sale of any real property you wish to place
in trust. Also include tax assessors parcel number.
Please click the start button and fill out your
information. This enables your Revocable Living
Trust to be accurately drafted, returned to you quicker,
and assists you to think through the details of your Revocable
Living Trust.
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