Trust Services
Protect your family's assets during and after your lifetime.
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An estate plan is critical to safeguarding your assets and wishes while providing protection from unnecessary expenses and taxes.
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We've made it easy to accomplish this by including all the necessary components in a trust package.
BENEFITS OF A TRUST
Control of assets: you declare the beneficiaries of your assets and can accommodate specific bequests and have greater control on the distribution of assets.
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Flexibility: a revocable trust can be changed (amended) to accommodate any changes during your life.
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Privacy protection: trusts are private and are not subject to the public’s view unlike the probate process.
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Avoid probate: trusts bypass probate which provides an efficient transfer of assets to your beneficiary and can avoid costly court fees.
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Incapacitation: you are ensured that your healthcare wishes will be carried out on your behalf in the event you cannot make them yourself.
WHAT'S INCLUDED
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Revocable Living Trust - permits you to eliminate going to probate court and transfer assets to named beneficiaries.
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Pour-Over Will – includes naming guardians for minor children and directs assets to the trust if you neglect to transfer title to your living trust during your lifetime.
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Community Property Agreement - clarifies who owns what at the time the trust document is established and maximizes income tax planning at the death of the first grantor.
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Comprehensive Transfer Form - transfers ownership of your assets to your Revocable Living Trust.
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Certification of Revocable Living Trust - a summary or short version of your Revocable Living Trust.
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Financial Power of Attorney - outlines and gives someone authority to manage your financial affairs if you are unable to do so.
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Health Care Documents - Health Care Power of Attorney, Health Care Directives and HIPAA Release - empowers someone to make health care decisions on your behalf, including outlining your wishes about the withholding or withdrawal of any and all medical treatment.
Other Documents:
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Personal Letter of Direction
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Information for Survivors
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Funding Instructions
Delivered in an organized binder and digitally stored in an online Vault.
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WE'RE ALL EARS
This is an important step for yourself and if you'd like to chat a little before starting, we're here to help. You can schedule a call or use the form below to connect with us.
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We look forward to speaking with you!
© 2021 BOLT Wealth Management LLC
BOLT Wealth Management LLC is a California registered investment adviser