top of page
Anchor 2
Screen Shot 2022-10-14 at 6.24.12 PM.png

living trust & estate planning

A living trust is an effective way to handle one's estate, especially in providing clear direction on how one's assets should be disbursed (and to whom) after death.  It primarily helps individuals maintain greater control over their assets and have their wishes carried after they die. A living trust can help save the expense and delay of probate, which can last as long as three years and take up to 10-to-15% of an individual's estate's value. As you don't have to register a trust with the courts, setting one up can also provide you with more privacy than a will.

After all, estate planning isn't about dying. It's about your control over your assets - control while you are living, and control after your death. One of the most basic ways to gain control is through a living trust, which provides flexibility and creativity with the level of control over funds passed to heirs that a will alone might not.

Unfortunately, 68% of Americans pass away every year without a will or living trust.  Our crusade is to make sure that all Americans have the opportunity to create a living trust at an affordable price.  Who needs a living trust:

- Anyone with a life insurance policy (especially if the benefit is $100k or more)

- Anyone with dependent children

- Anyone caring for dependent adults

- Anyone that owns a home

- Anyone that owns a business 

Review the info in the links below from our partner InterVivos about our flagship program, the Assisted Living Trust.  





Anchor 1
bottom of page