Schedule of Trust Assets
A living Trust gives you control over who receives your assets and avoids costly probate costs.Living Trust for a Single Person
$895 one time fee
If you are married, please select Living Trust for a Married Couple.
Living Trust for a Married Couple
$995 one time fee
Please select Living Trust for a Single Person if you are not married.
This document holds the name, address and account numbers of your bank accounts, investments, and other assets. The description of any personal property will be listed here as well. This Schedule must stay updated. This will inform the Successor Trustee about all of your assets that will need to be distributed as you state in your Trust.
- Living Trusts
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Living Will with Health Care Power of Attorney
- Affidavit of Trust
- Transfer Documents
- Schedule of Trust Assets
- Deeds to Transfer Real Estate
- Living Trust Process
- Monthly Minutes Service
- Create a Corporation or LLC
- Business Plans
- Asset Protection Analysis
- Annual Report Filing
- DBA Setup
- Partner Program
