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10-Steps to Create a Trust to Protect your Family

  • 33Steps


This comprehensive trust course is designed to guide you through the process of creating your own revocable living trust (RLT). A RLT is an estate planning tool that allows you to control your assets during your lifetime while protecting your family and wealth from the expensive and time-consuming probate process after your passing. During this course, we provide a 10-step guide to create a RLT and discuss how it can be used to avoid probate. Additionally, you will be introduced to other types of trusts that may meet your other goals which should be discussed with a licensed estate planning attorney. We explore different types of assets to put in trust and how to transfer ownership of these assets into the trust. We will also discuss how to manage the trust during your lifetime, including how to make changes to the trust document. By the end of the course, you will have a thorough understanding of how to create RLT and manage it effectively. This course is ideal for anyone who wants to take control of their estate planning and ensure that their assets are protected and distributed according to their wishes. The course is led by Cassandra Lynch, Esq., EA, principal estate planning attorney, who guides you through the process. Whether you are just starting your trust planning journey or looking to update your existing trust, this course will provide you with the knowledge and tools you need to create a comprehensive estate plan. Get started today!

You can also join this program via the mobile app. Go to the app




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