Living Trust | Protect Your Assets and Your Family's Future
A revocable living trust allows you to manage your assets during your lifetime and ensure they're transferred smoothly to your loved ones after your passing. A professionally established living trust avoids the costly and time-consuming probate process, offering privacy and efficiency, and AmeriEstate Legal Plan Inc. can help with the complications of a revocable vs irrevocable trust. Our expert attorneys can help you set up a living trust that meets your goals and respects your wishes.
What Is the Point of a Living Trust?
A living trust is a legal document that holds ownership of your assets (home, bank accounts, investments, etc.) during your lifetime and provides instructions for how those assets are managed and distributed after you pass away or if you become incapacitated. A trust allows you to name guardians for minor children. You have the flexibility to amend or revoke the trust as life circumstances change.
Is Setting Up a Living Trust Difficult?
People often delay estate planning because they don't know how to set up a living trust. Unfortunately, waiting until a crisis happens often leaves families unprepared. At AmeriEstate Legal Plan, our team makes the process simple, affordable, and tailored to your needs, helping you protect what matters most.
Benefits of an AmeriEstate Living Trust Portfolio
- Achieve peace of mind and security
- Stay in control while keeping all of your options open
- Choose someone to oversee your affairs and your care
- Safeguard your family from creditors and solicitors
- Eliminate family hassles
- Ensure proper use of assets
- Avoid probate in multiple states
- Save you and your family time and money
- Plan for minor children or special-needs dependents
- Provide for children from prior marriages
Do-it-Yourself Online vs. Private Attorney vs. AmeriEstate
You want to use an estate planning attorney to create your Living Trust. There are far too many horror stories out there about self-created documents via online-only services that have made things worse for the family involved. People often gravitate towards the do-it-yourself service or hire an attorney not well versed in estate planning because attorney fees may go well beyond their means. This is where AmeriEstate fills the gap.
Many estate planning attorneys will charge several thousand dollars for this service. AmeriEstate charges less than half of what a traditional attorney charges and we deliver a more comprehensive product and service that far exceeds all needs and expectations.
How it Works
We follow a straightforward process. Here is what a typical experience looks like:
Step 1: Consultation
We begin with a free consultation. During this, you can discuss your goals with a living trust attorney, whether they're family protection, tax savings, managing assets, caring for minors, or any other special needs.
Step 2: Personalized Plan
We'll then review your options and determine the best choices. We can assess your assets, plan for living trusts, special trusts, wills, powers of attorney, etc. You can then choose what best fits your situation.
Step 3: Setting Things Up
Our team will draft and prepare the necessary legal documents. An estate planning attorney reviews them to ensure everything complies with state laws.
Step 4: Finalizing
When your documents are ready, you can finalize and sign them. We help you “fund” living trusts (move assets into them) if needed. We'll also ensure guardianship, powers, and advanced health directives are in place.
Step 5: Ongoing Support
With everything in place, we provide ongoing support and amendments if needed. As your life changes (due to things like marriage, children, and new assets), we will help you update and amend your plan with ease.
Reasons to Have a Trust
An AmeriEstate Living Trust helps you achieve many estate planning and personal goals during your lifetime. It goes well beyond just passing on your assets after your death.
One of the main purposes of a living trust is to prevent your heirs from the expense and inconvenience of probate court. But did you know that an AmeriEstate Living Trust protects you and your estate while you are still alive?
Many people think that a Will is sufficient in place of a Trust. But that is just not true. A Will can only deal with what happens after you die. An AmeriEstate Living Trust will be what you and your family need while you are still alive.
People Who Need a Living Trust
If you meet one of the following qualifications, you need to call us. We can guide you through the estate planning process and educate you on how an AmeriEstate Living Trust can protect you and your family.
- Homeowners
- Business owners
- Own property in another state
- Parents of minor children
- Possess assets greater than the state probate limit
- Singles with assets titled in their name
- Married with wishes separate from a spouse
- Involved in a second or later marriage
- Have specific wishes for beneficiaries
- Wish to donate part of the assets to charities
- Want to keep financial and other matters private
- Have a dependent with special needs
- A desire to plan in case of incapacity
Next Steps and Pricing
We work to offer affordable rates designed for families of all sizes. We offer flat fees, never hourly rates, so you'll know the cost upfront with no hidden surprises.
FAQ
Do I Lose Control of My Assets if I Put Them In a Living Trust?
No. With a revocable living trust, you stay in complete control and can make any updates.
Is a Living Trust Only for Wealthy People?
Not at all. Everyone should have an estate plan regardless of their financial status. A comprehensive living trust protects your property, avoids probate, provides for incapacitation, assists in planning for retirement, and allows you to remain in control of important decisions about your finances and healthcare during and after your lifetime.
Do I Still Need a Will if I Have a Living Trust?
Yes. There are some differences between a living trust vs a will. A simple “pour-over” will work alongside your trust to catch any assets not transferred into it.
Secure Your Family's Future Today
You won't get anywhere by waiting around. Contact AmeriEstate Legal Plan today and speak to a professional living trust attorney to protect your assets, avoid probate, and ensure your loved ones are cared for.
