Creating your Living Trust starts with our simple interview process. To get started, choose which type of Trust is right for you.
Once you've created your Trust, you need to formally move your assets into it. Completing our easy Living Trust Funding Worksheet will help you plan as well as generate your first Bill of Transfer for your Trust.
Adding assets, making changes and notifying financial institutions are some of the things you may have to do during the life of your Living Trust. Use the documents below to complete these tasks.
Use this document to transfer personal property into your Living Trust.
This document is often requested by financial institutions to provide necessary information about your Living Trust.
Use this document to make a change to an existing Living Trust.
Use this document to revoke (eliminate) a Living Trust.
Use this document to distribute any assets that are not part of your Living Trust and to handle other issues that a Will normally covers - such as guardianship of children.
Use this document to transfer ownership in real estate to your Living Trust.
Use this document to transfer a financial account to your Living Trust.
Use this document to notify or obtain permission to transfer real estate to your Living Trust, if you are currently paying a mortgage on that property.
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Megan Wallace Rockville, Maryland Services: Credit Cards Accepted, Document Reviews, General Consultation. Megan Wallace has been an active part of the legal and business community for more than twelve years....
Andrew Jackson Saint Augustine, Florida Services: Credit Cards Accepted, Document Reviews, General Consultation. Jackson LawGroup, LL.M., P.A. specializes in the legal services of tax law, estateplanning, business law, bankruptcy & asset...
Margaret Dean Kansas City, Missouri Services: Free Initial Consultation, General Consultation, Credit Cards Accepted Practice areas include: Estate planning (wills, trusts, powers of attorneys, and deeds) and probate...
