Who needs a TrustLockUSA Estate Planning Solution?
EVERYONE! Without any written document evidencing your intent to distribute your estate, at your death, the court and attorneys jump in to determine the fate of your estate. The TrustLockUSA Estate Planning System provides the best opportunity for your family to benefit from your hard earned assets without delay or expense after you are gone and unable to protect their interests personally.
The TrustlockUSA Estate Planning Solution:
Documents
With TrustLock, you can create a Revocable “Living” Trust plan that will ensure that you can easily manage your financial affairs during your lifetime while providing your heirs with a quick and easy plan to obtain your assets upon your death.
TrustlockUSA, members create “Living Trust” planning documents by first filling out a single form. Once the initial form is completed, the Living Trust and supporting documents are stored and locked in a members TrustLockUSA secure Dashboard.
Secure Storage
In addition to having instant access to all of your estate planning documents, DocLock will allow you to download other important legal and financial documents such as Marriage, Birth & Death Certificates, Insurance Policies & Beneficiary Designations, Appraisals of Personal Property, Prescription & Allergy Information, Deeds & Mortgages, Business Records, Personal & Business Tax Returns, and Military Service Records.
With all of your critically important documents at your fingertips, you and your family will never have to worry about not having access to these important legal documents.
Access Anywhere
One of the most important documents you should create in your lifetime is the Living Will-or the Health Care Directive. However, if you or your loved one is in the hospital and decisions need to be made regarding extraordinary health care matters, will you have your Living Will available at this crucial moment?
TrustLock wants to make sure that this document as well as all of your estate planning documents is available and accessible by you 24/7 regardless of your location or condition. Therefore, we created the proprietary CloudDoc feature which allows TrustLock members to access all of your estate planning documents from your smartphone, computer or (internet connected) tablet at any time regardless of your location.
Law Review
The TrustLock membership gives you access to our legal team through our LawReview program. TrustLock’s LawReview services will provide our members with on line access to our legal staff to answer questions relating to their TrustLock Estate Plan documents. In addition, LawReview will provide TrustLock members with consistent communication concerning current issues as well as recent developments in the estate planning field. Our goal is to provide our Members with the tools to ensure that their estate planning goals are met. Finally, Law Review will provide each Member with annual Trust Review and Certification Services which will ensure that you have reviewed your TrustLock Estate Planing documents and updated them as required.
TrustlockUSA Provides the Following Documents
Living Trust
A living trust is a legal document that states who you want to manage and distribute your property if you’re unable to do so, and who receives it when you pass away. Once signed, you transfer ownership of your assets into the trust and you remain in complete control of your property. The living trust property can be managed and distributed without going through the probate court.
Living Will / Healthcare Directive
A living will, commonly referred to as an advance directive, is a document that provides instructions regarding end-of-life care. Living wills allow you to make your own choices about life support and helps prevent confusion about the type of care you do or do not want in the event you become incapable of communicating your wishes. Without a living will, the laws in your state will determine.
Pour Over WIll
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Inventory of Assets
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Pet Guardian
Without a Pet Protector document, a judge may decide who’s responsible for your pets. This could take months or years. The agreement helps ensure the continued care of your pets by someone you trust. Animals have come to play an increasingly significant role in the modern American family. It’s proven that people live more fulfilling lives when they live with pets, and two-thirds of all Americans consider their pets to be family members.
Power of Attorney for Assets
A power of attorney (POA) is a legal document that lets you appoint someone to handle financial and legal matters on your behalf. The person authorizing the other to act on their behalf is referred to as the principal, grantor, or donor. The person authorized to act is the agent or attorney-in-fact. With a power of attorney, the person you appoint will be legally permitted to take care of important matters for you, including paying your bills and managing your investments, if you are unable to do so for yourself. A durable power of attorney (DPOA) serves the same function as a power of attorney, however, a durable power of attorney is effective even if you become incapacitated.
Real Property Deed
“In order to properly transfer your real property to you Revocable Living Trust, you will need to have a Real Property Deed which will identify your ownership as well as the transfer of title to each property to you as the Trustee of your Revocable Living Trust.
Trust Funding Instructions
After you become a TrustLock member and complete your Estate Planning Questionnaire, your Revocable Living Trust will be completed. However, in order to fund your Trust you will have to transfer title to your real property (Real Estate Deeds) as well as your bank accounts, savings accounts, brokerage accounts and other financial institution accounts. TrustLock will provide you with “Trust Funding Instructions” to provide you with specific guidelines for transferring these assets. In this regard, TrustLock will provide you with a “Directive to Banks & Financial Institutions” document for each of your financial institution accounts. These documents will provide you with the exact detailed explanation for the financial institution to assist you in transferring your accounts to your trust.
Directive to Insurance Companies
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Directive to Banks & Financial Institutions
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Directive to Successor Trustee
A critical part of your estate plan is providing your heirs (typically your kids) with specific instructions regarding the distribution of your estate. The TrustLock membership plan provides you with all of the tools to accomplish this goal. In addition, TrustLock will create a specific “how to” guide for your heirs to guide them through process of assembling the financial documents and other data necessary to provide a full and complete distribution in accord with your testamentary wishes. This Directive will provide your heirs with a step by step plan for managing the sometimes complicated task of carrying out your testamentary objectives.
Abstract of Trust
The Abstract of Trust is a legal document that provides a short form summary of the legal elements of your Revocable Living Trust. This document will outline in summary form the essential parties to your Revocable Living Trust: the original Trustees, the Successor Trustees as well as the beneficiaries of the Trust. These documents are sometimes provided to your kids so can obtain meaningful information regarding the contents of your Trust without you having to deliver the entire Revocable Trust document to each child. The Abstract of Trust is also valuable for financial institutions and other third parties that seek information about your Revocable Trust but do not need the entire Trust document.
News & Press
Remarrying? Update your estate plan
These days many Americans are making that second and third trip down the alter. In 2013, 65 percent of marriages were a remarriage for one or both partners, according to a Pew Research Center report. More common than second and third marriages are lackluster or non-existing estate planning. It is estimated that 63 percent of Americans don't have a will, and 9 percent have one that's outdated. [...]
Online Estate Planning: The Wave of the Future!
The current state of affairs in the Estate Planning field is dismal. Despite decades of advertising, word of mouth and shocking stories from probate cases around the country, over 50% of Americans do not even have a simple will! So why are many Americans neglecting to take care of the most important legal issue in their lifetimes? It’s all about time and money. Everyone over the age [...]
Give the gift of TrustLockUSA to your loved ones this year
Christmas, a time for fun, indulgence, spending time with family and often, sadly a difficult time for those adjusting to life without loved ones. Losing a treasured family member or friend can be hard enough to deal with, without the added complexities of sorting through financial arrangements and establishing if you have been adequately provided for. By leaving a revocable living trust you can take some of [...]