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Why Create a Will or Trust?
We help small businesses and families create plan for the future.
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Should I Choose a Will or a Trust?
A will is a plan for the property you leave behind when you die. It appoints a trusted person to carry out your wishes and then gives them the authority to take the necessary action.
The court oversees this through the probate process. Probate is a legal action handled by a court and a judge. It ensures all of the legal steps needed to close the estate are done properly. Probate takes six months up to several years.
A trust is a legal entity with some of the rights of a person. Importantly, it can own property. While you are alive, you transfer valuable property into the trust. The trust is a legal document that typically puts you in charge of the trust property. However, when you die, it immediately appoints a backup person to manage the property and gives them instructions on what to do with it.
Property that is held in trust does not have to wait until the probate process is finished to be used by the heirs of your estate.
What to Expect
What Is Included?
When you purchase a will, you get the following:
- A will for one or two people
- A financial power of attorney
- A healthcare power of attorney
When you purchase a trust, you get
- A will for an individual or each member of a married couple
- A trust
- Financial power of attorneys
- Healthcare power of attorneys
- A quit claim deed
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My dream is to help small businesses, startups, shopkeepers, and entrepreneurs just like you. Let’s work together to answer your business & legal questions.