AN ESTATE PLANNING SOLUTION THAT’S RIGHT FOR EVERYONE!

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Who needs a TrustLockUSA Estate Planning Solution?
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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:

Over 25 Years of Experience

TrustLockUSA USA’s estate planning attorneys have created the TrustLockUSA Estate Planning documents based upon over twenty-five years of experience in the estate planning and Elder Care field. The TrustLockUSA experience you will have will be based upon decades of legal experience and the examination and preparation of thousands of Trusts, Powers of Attorneys, Living Wills and related estate documents.

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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

WHAT IS A TRUST? Get Educated so that You can Proactively Plan Your Family’s Estate

January 27th, 2020|

A trust is a three-party fiduciary relationship in which the first party, the trustor or settlor, transfers ("settles") a property (often but not necessarily a sum of money) upon the second party (the trustee) for the benefit of the third party, the beneficiary.[1] A testamentary trust is created by a will and arises after the death of the settlor. An inter vivos trust is created during the settlor's lifetime by a trust instrument. A trust may be revocable or irrevocable; in the [...]

Have You Named A Guardian for Your Kids Yet? If Not, You Better Read This Article!

January 24th, 2020|

So it is unlikely anything will happen to you (and or your spouse) but you can make sure your kids have a contingency plan my naming a guardian for your kids in a last will and testament or related legal document. In an excellent article by Claire Zulkey, she points out the main issues and why you need to appoint a guardian for your kids JUST IN [...]

Does Your Family Know Anything about Your Estate Plan? Your Kids Should Know Your Intentions (and where the documents are)!

January 22nd, 2020|

Creating your Estate Plan is really only the beginning of providing assurances to your kids that your assets won’t be depleted by the courts, the lawyers and the doctors. In an article “Are you having the Right Estate Planning Conversations with Your Family?” Rianka Dorsainvil offered plenty of advice about the importance of family communications with family. This time of year can often feel like a bit [...]

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