top of page
Judges Examining Document

Living Trust

You have assets you want to be distributed quickly upon your death or incapacitation.


You have assets you want dispersed privately. 

​

You want to appoint a person or professional trustee to manage the assets held in the trust.


Note: This trust template is not appropriate for individuals whose estate exceeds the
federal estate tax exclusion limit but is suitable for most with an average net worth.

bottom of page