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Setting Up Your Trust

You can start the creation of your own Living Trust by contacting us. Please fill in and submit our information form, or telephone us at 1-800-400-4832.

Valuable insight, knowledge and know-how...

Planning your estate does not have to be a journey into the unknown, fraught with hidden lawyer costs and reading indecipherable legal jargon that you cannot possibly understand. Our twenty years of preparing over 10,000 living trust estate plans has given us valuable insight, knowledge and know-how to provide you with what you want and need.

There is a better way to get it all done.

The LivingTrustCenter estate planning process has been made easy and affordable, without hidden costs or delays. Our goal is that you to have a pleasant and satisfying experience setting up your living trust plan. In fact, we can normally get everything completed for you in a matter of a few weeks after you have provided us with all of the necessary information. Successfully establishing a properly drafted, fully-funded, and legally-implemented estate plan simply means working with knowledgeable and honest professionals and staying in a communication mode. As such, we will work with you as a coordinated team.

After we receive initial contact from you, we will:

Arrange a phone conference with you to gather important personal information including a detailed description of your estate planning goals and objectives
Answer your estate planning questions and determine whether a Living Revocable Trust (and what type of Living Revocable Trust) is an appropriate method to accomplish your objectives
Formulate your plan according to your specifications and needs
Present your plan to your legal counsel (whether your family attorney, our network attorneys, or our staff attorney - as you have appointed), and afterwards
Deliver your Revocable Living Trust Portfolio to you by 2nd Day FedEx or UPS delivery mode packaged in an attractive 3-ring binder with slipcase, for you to keep with your other valuable papers.
Upon receipt, you need to sign all the legal documents in the presence of a Notary Public and witnesses. Then we will
Provide you with step-by-step assistance in getting your applicable assets transferred into your trust and/or payable to your trust as necessary. We will prepare all the proper
1. realty deed(s),
2. asset retitlement letters, and
3. beneficiary change request forms.

It takes some effort, but it can be done efficiently and quickly when we all work together. This is an opportunity for you. The cost is a fraction of what you might have expected for such a quality result.