A revocable trust is a written legal document that is treated as an “artificial person.” You can think of a trust as an invisible bucket. It is your job to place your assets into your bucket by titling the assets in the name of the trust. The trust document is the instruction book for how to use and distribute the assets in the trust bucket.
Some basic facts about a trust document:
Trusts are generally recommended for the following:
Contact us to schedule your appointment to discuss your specific needs.
Losing a loved one is traumatic. Being with family and taking care of your physical and emotional needs are your first priorities. Reviewing estate plans and assets can wait until after the funeral or memorial service. When you are ready, review this checklist. It is meant help you navigate the post-death process. If you need additional instruction, please contact us for an appointment.
If you are feeling overwhelmed, please call us. We are here to navigate this process for you.