DOCUMENTS

• Private Irrevocable Living Trust
• Schedule of Asset
• Power of Attorney
• Certification of Trust

BENEFITS

• Basic Asset Protection
• Nominate child and/or pet guardians
• Decide who will handle your affairs
• Leave specific gifts (money, possessions, property, etc.)
• Determine how your assets will be distributed
• Exclude individuals from receiving your property
• Specify your final arrangements
• Note any special requests 
• Add conditions to asset distributions
• Avoid probate court

PRICES EXCLUDES

• Cost of notarization

SUPPORT

Access to The Private Trust Learning Center: Self-help resources and downloadables.

Join the Trustee Support Network to get access to our Live Q&A's and member community.