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
TrustlockUSA, provides their members a complete “Living Trust” planning document package with all necessary secondary documents needed for a comprehensive estate plan.
Access Anywhere
TrustLockUSA makes sure estate planning documents are accessible 24/7 regardless of location or condition via smartphone, computer or (internet connected) tablet at any time regardless of their location.
Secure Storage
In addition to having instant access to all estate planning documents, TrustlockUSA ensures protection of your documents in a password bank level encrypted storage environment that only TrustlockUSA members have access to.
Law Review
TrustLockUSA provides their members with annual Trust Review and Certification Services ensuring that all documents have been reviewed and up to date as required.
TrustlockUSA Documents Include:
Living Trust
Living Will / Healthcare Directive
Power of Attorney for Assets
Inventory of Assets
Pour Over WIll
Pet Guardian
Real Property Deed
Trust Funding Instructions
Directive to Insurance Companies
Directive to Banks & Financial Institutions
Directive to Successor Trustee
Abstract of Trust
TrustlockUSA News
THE ESTATE TAX—AN OVERVIEW
The estate tax in the United States is a tax on the transfer of the estate of a deceased person. The tax applies to property that is transferred via a will or according to state laws of intestacy. Other transfers that are subject to the tax can include those made through an intestate estate or trust, or the payment of certain life insurance benefits or financial account sums to beneficiaries. The estate tax is one part of the Unified Gift and Estate Tax system [...]
The Forbes 400–An Estate Planning Nightmare
The Forbes 400- An Estate Planning Nightmare! The Forbes 400 has been around since 1982 and has become a wonderful resource guide to the wealthy families throughout the United States and abroad. However, a deeper analysis of the Forbes 400 lays out a spectacularly eclectic grouping of some of the most sophisticated and unsophisticated estate plans in the world! Although never fully examined, the world’s richest people [...]
WHAT IS A WILL? Get to Know the Facts Before You Choose One.
A will or testament is a legal document by which a person, the testator, expresses their wishes as to how their property is to be distributed at death, and names one or more persons, the executor, to manage the estate until its final distribution. For the devolution of property not disposed of by will, see inheritance and intestacy. Though it has at times been thought that a "will" was historically limited to real property while "testament" applies only [...]