Trust-Based Estate Plan
Payment plans available
Achieve the utmost protection for your assets and loved ones through a thorough and all-encompassing approach. By implementing a Trust-Based Estate Plan, you can sidestep probate court and ensure a smooth transfer of your assets to your beneficiaries.
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This package encompasses personalized estate planning documents, facilitating the nomination of guardians for your children, detailing your assets, and establishing protocols for medical emergencies. This comprehensive solution allows you to have peace of mind, knowing that all aspects of your affairs are well-organized and in order.
Have questions about starting your Trust?
Complimentary instant upload of your estate plan
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First year of membership included ($20/year thereafter)
Documents
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Revocable Living Trust
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Summary of Trust
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Certification of Trust and Assignment of Property
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Trust Funding Guide
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Pour Over Will
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Medical Power of Attorney
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Durable Financial Power of Attorney
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HIPAA Authorization
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Healthcare Directive
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Remembrance and Memorandum
Benefits
Select guardians for your children and/or pets
Choose individuals to manage your affairs
Bequeath specific gifts, including money, possessions, and property
Establish a plan for the distribution of your assets
Exclude certain individuals from receiving your property
Outline your final arrangements
Include any special requests or instructions
Determine protocols for medical emergencies
Provide trusted individuals access to your medical records
Impose conditions on asset distributions
Minimize involvement with probate court
Bypass probate by Establishing a Trust that can safeguard your assets from probate court and maintain your financial matters in confidentiality.
Frequently Asked Questions
What's the typical timeframe?
Most individuals finish their Trust-based Estate Plan in approximately 25 minutes, while a Will-based Estate Plan takes about 10 minutes.
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Is this within the bounds of the law?
Absolutely, all our Estate Plans are lawyer-crafted and personalized by you. They are legally sound, tailored to your state's requirements, and designed to cater to your unique circumstances.
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What should I do after losing someone I love?
Facing the loss of a loved one is undeniably challenging, and we're here to assist you. Your initial course of action should involve acquiring the necessary legal documentation of the passing and informing relevant individuals. To simplify this process, we've prepared a Checklist for you.
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How safe is my information?
Your information is safeguarded. At the Shedrick Life and Financial Agency, we employ bank-level security measures to encrypt and protect your personal data. Our commitment to security is unwavering.
Disclosure: Shedrick Life Financial Agency LLC provides estate planning tools and is not a substitute for legal advice. Please consult with a qualified attorney to address specific legal issues related to your estate planning needs. We do not offer refunds or accept chargebacks for any plans once they are created and paid for.
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