Living Trusts

What does a living trust from Senior Estate Associates LLC do for you?

Very simply, we can help you transfer ownership of your titled property from your individual name to a trust that you control. It is completely flexible, inexpensive and easy to set up and maintain.


 

 

 

 

 

A one-time fee for Your Living Trust includes:
– Pour Over Will: A safety net that allows you to keep control
– Trust transfer documents
– Certification of Trust: for use in dealing with your bank, broker, insurance company and others
– Living Will/Healthcare Directive
– Durable Power of Attorney: authorizes your agent to manage your affairs and avoids Conservatorship/Guardianship
– Medical Power of Attorney
– Instructional materials for your trust and all documents contained in your portfolio

Let us provide you with a free consultation to determine how a Living Trust can benefit you and your family.

Who do you like better, your attorney or your family?