#livingtrusttips

A living trust is a legal arrangement that lets you decide how your assets are managed and distributed during and after your lifetime. A living trust “owns” the property you put into it, while often still letting you control the trust assets. It is an estate planning tool that can help family members and beneficiaries avoid a lengthy, public, complex, and sometimes costly, probate process. A living trust takes the form of a legal document. The document lays out the terms of the trust and the assets that the grantor assigns to it.

Cost-Effective Solution: Easy Living Trust offers a living trust creation service for $800, significantly cheaper than traditional attorney fees of $3,000–$5,000.

Learn why it’s important to: ✅ Determine the value of your assets for equitable distribution. ✅ Clearly specify beneficiaries and their shares. ✅ Avoid excluding children to foster family harmony and prevent disputes. ✅ Plan for unforeseen circumstances, such as the passing of a beneficiary. Importance of Estate Planning: Creating a solid estate plan serves as a blueprint for your legacy, detailing how assets and properties should be distributed.

Creating a Wish List for Asset Distribution: Essential to document general and specific wishes for asset allocation, balancing clarity and flexibility to guide the successor trustee.

Major Asset Management: Guidance on handling significant properties like the primary home and investment properties, including their inclusion in the trust and potential distribution strategies.

Customization and Flexibility: The software allows users to input detailed instructions for various asset types, including vehicles, businesses, loans, and even pets, with sample answers provided for ease.

Don't pay $5,000 for a Living Trust and Estate Plan, when you can do it yourself with our modern, user-friendly, plain English online software to help you easily answer all your questions, and generate a viewable sample in 30-60 minutes. Pay $800 for couples ($750 for individuals) after you approve your answers and see an instant online draft sample (currently for CA clients). After you checkout, our team gets to work and print, bind, and ship your package with notary and recording instructions to finish everything in less than 2 weeks. Go to www.ezlivingtrust.com

Check out everything that is included in your 100+ page Estate Plan: -- Living Trust -- Pour over Last Will & Testament -- Certificate of Trust -- Financial Power of Attorney -- Advanced Health Care Directive -- HIPAA Instructions -- Final Burial Instructions -- BONUS: Primary Home pre-filled Transfer Forms -- FREE: USPS Priority Shipped in 3-7 days

Are you ready to take control of your financial future? In this video, we dive into The EZ Living Trust Binder That Will Change Your Financial Future. This innovative tool is designed to simplify estate planning, protect your assets, and ensure your loved ones are taken care of without the hassle of probate.

Introduction to the EZ Living Trust Questionnaire process. Click the big red button on the dashboard to start; choose the "Living Trust and Estate Plan" option. Decide if the trust is for you or someone else. If it’s for someone else, obtain their permission.

Select marital status and state of residence for the person the trust is for. Complete Chapter 1 to launch a new document; it’s necessary for saving progress. Clear pricing is shown upfront, with only the number of properties affecting the final cost.

Enter trustee information and determine if the trust is new or if you're updating an old one. Choose a name for the trust; you can edit it, but it’s recommended to keep it recognizable.

Introduction to the Dashboard: Overview of the EZ Living Trust dashboard. The "My Questionnaires" section allows you to view or start new questionnaires. Future standalone legal documents (e.g., power of attorney) will also be accessible here.

Document Management Features: Completed and checked-out documents will be stored for review. Related services, such as support, are available to assist with estate planning.