Living Trust Kit

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Living Trust Kit

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Product Summary:

Maintain control of your assets during your lifetime and protect your beneficiaries from the high costs of probate after you’re gone by setting up a living trust using this comprehensive kit. Includes instructional guide and 18 forms.

Downloadable Version	Price: $29.95
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Kit	Price: $29.95
Kits offer comprehensive instructions, information and resources.

Also Consider: Estate Planner Library

Downloadable Version	Price: $49.95
Ensure your family will be protected and your wishes carried out by using this library’s instructions and forms to prepare a last will and testament, a living will and a living trust. Includes CD with 3 e-books and useful forms.

Product Details:

Helping you protect and control your assets during your lifetime and after your death.

Contains all the step-by-step instructions and materials needed to prepare your own living trust.

Living trusts are becoming more and more popular today because they allow you to protect your beneficiaries from the high costs of probate and reduce estate taxes as well. A living trust provides more protection than a will, ensures immediate transfer of your assets to your named beneficiaries and allows you full control of your property during your lifetime. With this comprehensive kit, you have the know-how to set up your own living trust without incurring costly legal fees, allowing you and your beneficiaries to rest easy knowing your assets are protected now and for the future.

TOPICS COVERED IN THE INSTRUCTIONAL GUIDE:

what a living trust is
specific advantages of a living trust
what living trusts cannot do
living trusts and your will
living trusts and joint ownership
living trusts and marital property rights
selecting trustees for your living trust
what property can be placed in a living trust
managing your living trust
how living trusts are taxed
rights to the living trust property
naming beneficiaries
how to transfer assets to your trust
recording the living trust
revoking or changing the living trust

18 FORMS AND DOCUMENTS INCLUDED:

4 living trust forms and filled out samples of each:

living trust form for married individual with children with trust for children
living trust form for married individual with children but without trust for children
living trust form for married individual without children
living trust form for nonmarried individual

revocable two-party living trust
revocable one-party living trust
assignment of property to trust
schedule of beneficiaries and distributive shares
schedule of assets
amendment to trust
revocation of trust
certificate of trustee’s powers
bill of sale
affidavit of succession

All contents reviewed and approved by attorneys or industry experts.

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All Socrates products and services are reviewed and approved by attorneys, accountants or industry experts. If you have any questions, call us at 1.312.762.5680 or email us at . Please note: These products are not intended to provide legal or financial advice or substitute for the advice of an attorney or advisor.