Revocable Living Trust

Define your estate wishes and simplify probate proceedings. 

What is a Revocable Living Trust?

A Revocable Living Trust provides very specific guidance on beneficiary receipt of estate assets as well as makes probate administration simpler for your family and legal appointees after you’re gone. A properly orchestrated Revocable Living Trust can even negate the need for court proceedings as it can so clearly define the distribution of your property that court involvement is not necessary. This may prevent a more complicated legal process for your family after you pass.

A Revocable Living Trust transfers your assets to a trust, holding them until they can be distributed according to the wishes of the deceased. The trust may be used to hold assets and/or keep assets under the single entity of the trust to simplify dispersion. The trust can also be used to separate and protect assets of your children thereby protecting the child’s inheritance from use in ways you disapprove of. Like other estate planning documents, you do not need to have a high net worth to warrant setting up a Revocable Living Trust.

Why You Need a Revocable Living Trust

A Revocable Living Trust helps simplify probate proceedings in almost any scenario, but is particularly useful in the instance you want to limit asset distribution to your beneficiaries. Should you prefer to disperse your estate gradually or create limitations on asset use, a Revocable Living Trust can make those decisions legally binding and enforceable after you pass.

Talk to your legal advisor about a Revocable Living Trust, regardless of your net worth, to ensure clear directives to your estate trustee and beneficiaries after you’re gone.

Popular Reasons for a
Revocable Living Trust

1.Your Beneficiary Maturity

Use a Revocable Living Trust to distribute assets as heirs grow older or mature enough to handle their inheritance.

2.A Simplified
Probate

Through defined scenarios and clear terms, a Revocable Living Trust makes probate simpler to execute.

3.Preferred Use of Assets

A Revocable Living Trust can define asset use for such things as education, healthcare and family needs.

Client Testimonial

“I delayed getting all this trust stuff done for years because I thought I would be so overwhelmed, but Ms. Shepard made this process so easy. She worked around my schedule and my location so that I didn’t have to travel. I could not be more happy to finally have this all done and sleep easy at night. I would not hesitate to go back to her for any changes or assistance with any other legal matters.”

- Mary

“Awesome staff... efficient service, excellent explanation of paperwork, friendly, and made me feel welcomed from the very first step in the door.”

- Janet

Frequently Asked Questions

View a list of common questions relating to estate planning.

View FAQs

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Shepard Law is here to assist you with any legal decisions regarding your estate, home, and family.

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