A Living Trust can be a powerful tool you can use as part of your estate plan. But how do you set one up? This is something you can easily do online, and in this video we'll be covering the 6 most important steps you need to consider when setting up a Living Trust. https://bit.ly/35UwoQL
Looking to set up a Living Trust? Visit our website at the link above to find out more.
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Timestamps:
0:00 - What is a Living Trust?
0:46 - How to setup a Living Trust online
0:56 - Step 1: select your service
1:18 - Step 2: name your trustee
2:02 - Step 3: name your beneficiaries
2:36 - Step 4: determine asset distributions and conditions
3:44 - Step 5: name any exclusions
4:15 - Step 6: finalize, store, and review
4:46 - Lastly, review your Living Trust regularly
About Trust & Will:
We make estate planning easy and affordable. On our site, you can create an estate plan in as little as 10 minutes. If you have questions, we have an attorney-led customer support team ready to instantly help.
Legal note: Keep in mind, every situation is unique and the following is not legal advice. But we hope it helps you get started with your estate planning process.
Information:
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