Contents
State-specific legally valid online Will & Living Trusts
Living Trust
Will
Our attorney designed Living Trust forms are reviewed and updated for every state every year. Answer simple questions on our online questionnaire. Within a couple of hours, our highly trained staff are going to call you to go over your forms for problems, omissions, and misinterpreted questions. Then when it’s ready to go, our software will generate a legally valid Living Trust, tailored to your wishes and the laws of your state. Now, we send them to you to get signed, we tell you exactly where to sign so you can’t miss it. Finally, it’s ready to be notarized and recorded.
8 Reasons You Absolutely Must Create an Estate Plan
…and How to Get Started
With an estate plan you can…
1- Provide support and financial stability for your surviving spouse, children and grandchildren.
2-Make sure your wishes are carried out when you can no longer manage your affairs. It’s important to have both a Power of Attorney and Living Will.
3-Distribute assets in a timely fashion, with a minimum of legal hassle.
4-Minimize taxes and expenses that can go along with transferring assets.
5-Provide enough cash to meet expenses and prevent the forced sale of assets.
6-Avoid problems for your loved ones by ensuring that the beneficiaries named on your life insurance and retirement plans are still the people you want to benefit.
7-Protect your family’s privacy with an estate plan designed to prevent your will from becoming public record.
8-Set and meet expectations of your survivors so there is no confusion or misunderstanding.
What is a Will?
A last will and testament, also known as a complete will or legal will describes how you want your property, accounts, digital assets, child care, and more to be dealt with after your death. You’ll also choose an executor to make sure your wishes are carried out.
