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:
TrustlockUSA, provides their members a complete “Living Trust” planning document package with all necessary secondary documents needed for a comprehensive estate plan.
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.
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.
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:
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. 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 [...]
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)!
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 [...]