Everyone needs an estate plan. Planning ahead is not just for the very wealthy or the elderly. Life can change or end suddenly. Having a plan in place can substantially lessen the burden on surviving or healthy family members. A last will and testament with the various healthcare documents gives directions to the court and your beneficiaries and heirs about how you want your assets distributed. A living trust does that and more. A living trust also includes mechanisms so that if someone is incapacitated, the successor trustee can step in and take control of a person's assets and affairs. In addition, a living trust is an effective tool to avoid probate, and allows the distribution of assets without the court's involvement.
Like our other courses, Living Trusts & Estate Planning Document Preparation is completely online and self-paced. For consumers and document preparers alike - this course includes fundamental information about Revocable Living Trusts (Inter vivos trusts) and estate planning. We added most of the templates needed for a Last Will & Testament Package, and we'll send you additional templates and questionnaires after you finish the course, upon request.
I. Living Trusts & Estate Planning Documents
II. Living Trust vs. Last Will & Testament vs. Intestate
III. Nuts and Bolts of a Revocable Living Trust
Descriptions of Documents
Funding the Trust
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