Probate. Trust administration doesn’t involve probate, so the process for your family is more efficient and less stressful.

Privacy. Trusts are not public record and remain private.

Tax Benefits. Some trusts can provide substantial tax benefits.

Trusts are not only for the wealthy. Many people and families benefit from trusts.

Transfer of Assets. When you create a revocable trust, you transfer your assets to your trust. As the grantor and trustee, you retain control over your assets and you gain greater power to direct how and when your beneficiaries receive those assets.

Your revocable living trust or last will and testament;

Ancillary legal documents such as Property Power of Attorney, Living Will, Health Care Power of Attorney, HIPAA Authorization;

Asset inventories, personal information, ID cards, fiduciary letters, certification documents, legal summaries, funding instructions;

Short and long-term Guardianship documents/Kids Protection Plan, Personal property memorandums, Remembrance and Services Memorandum.

Nomination of executors: you select the person who will carry out your wishes for you.

Distribution of Assets: you direct to whom and in what manner your assets will be distributed

Probate required. Wills are submitted to probate and undergo the court process in your county.