Basic Trust
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Basic Trust Explainer Video
$699.00
- 01. Grantor: You (the person setting up the trust).
- 02. Trustee: Manages trust assets (can be yourself).
- 03. Successor Trustee: Takes over if you can’t manage.
- 04. Beneficiaries: Those getting assets after you.
- 05. Assets: Property and belongings in the trust.
- 06. Revocability: You can change or cancel it.
- 07. Distribution Instructions: How assets are given out.
- 08. Incapacity Plan: What happens if you can’t manage.
- 09. Pour-Over Will: Catches any missed assets for the trust.
- 10. Privacy: Private, avoids public probate.
- 11. Asset Management: Simplifies managing and distributing assets.
- 12. Nonprofit Organization: Explains the amounts and the organizations you wish to support.
- 13. Certificate of trust: Proof that you have established a trust.
- 14. Deeds: Places your home into the Family trust.
- 15. Avoids Probate: Keeps your home out of the court system.