Revocable Living Trusts

The estate planning alternative to avoid the hassle & cost of probate

Form a Revocable Living Trust with Anderson

When most people think about estate planning, wills, probate, and legal fees come to mind. What many don’t know is that there is an easier, less costly way to plan their estates and provide for their families. Revocable living trusts put you in control, not a judge. While the initial cost of a will is less than that of a living trust, the savings come after your passing. The national average cost of probate is 4% of the estate and, on average, takes 18 months from start to finish. Help your loved ones avoid these delays and costs while remaining in control of your estate during your lifetime by forming a revocable living trust with Anderson.

Living Trust Vs. Will

A living trust, once signed, notarized, and funded, is a legally binding document that guarantees your plan for your estate will be executed as you wish. This is confidence that a will cannot provide because, even though it is a legal document, it is subject to probate, where it is scrutinized and can be threatened.

Living TrustWill
Prepared by a lawyer
Distributes your assets to family and loved ones
Titles assets directly into it for ease of distribution
Appoints a guardian for your minor children*
Deald with all of your property in your home state, rather than each separate state where it exists
Maintains privacy and confidentiality; not a matter of public record
Trustee retains control of the distribution of property, rather than a judge
Assets can be distributed without the cost of hiring a lawyer for lengthy and costly probate proceedings

*When a pour-over will is included. Anderson includes a pour-over wills with all of their living trusts.

Unlimited Amendments for Life

When you create your living trust with Anderson, you simultaneously secure your family’s financial future and avoid the high costs of probate. Now, you also have the opportunity to avoid even further costs with unlimited amendments to your living trust for life for $995.

Normally, changes to one document within your estate plan cost $500. Since every estate plan that Anderson Advisors creates for our clients includes a living trust, a pour-over will, and financial and healthcare powers of attorney, that means that one change to all of your documents — just one! — could cost $1500.

Please note that amendments are limited to one change per client per year. This means that you can amend multiple documents once a year, as long as they’re all amended at the same time.

The need for amendments to your living trust can be spurred by major life events, such as a birth or death, and can include changing the successor trustee, beneficiary(ies), and distribution provisions.

With unlimited amendments to your living trust for life, you can relax knowing you can make those changes or updates whenever you need to without being hit with additional costs. To learn more, call Anderson Advisors now at 800.706.4741.

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What You Can Expect When Forming a Revocable Living Trust with Anderson

Once you decide that a living trust is the right option for you, we ask that you complete a questionnaire to tell us a little about yourself and your situation. After we receive your completed living trust questionnaire, the attorney’s paralegal will contact you to schedule a teleconference to discuss your estate plan.

During the teleconference, your attorney will ask questions regarding how your estate will be distributed to your heirs, who will control this distribution, if you want to compensate your successor trustee, etc. You have the ability to customize your estate plan in many different ways. At Anderson, we believe there is no one-size-fits-all approach to an estate plan.

Once you have received your living trust documents, it is important to execute your documents as soon as possible, meaning you must sign your trust and have it notarized to make it legal. We will assist you with funding your trust and can prepare any amendments you need if something changes. Anderson can also deed your personal residence into your living trust so that all of your assets are owned in one place. Once these steps have been completed, you will not need any more intervention from our legal team – you have full control of your trust and after, your passing or incapacitation, your trustee will handle the distribution of your assets. Of course, we will still be here to assist you with questions or changes that need to be made.

Experience You Can Trust

Whether you are only setting up a living trust, or are including this in your business structure, you can feel confident that your affairs will be in order. We can ensure your business ownership is assigned to your living trust for the seamless distribution of company assets after your passing.

The employees at Anderson all have unique different skills. It’s really hard for any one person to have all the answers. It’s so neat to have the community and the package together in one organization. If you don’t have the answer or another advisor doesn’t have the answer, they are going to go find it out for you and help you really get to where you need to be.
Carl F.

Anderson Advisors FAQ

Choose a Question Below...
What is a living trust?
A trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. You can be the trustee of your own living trust, keeping full control over all property held in trust.
How does a living trust avoid probate?
Property you transfer into a living trust before your death doesn’t go through probate. The successor trustee — the person you appoint to handle the trust after your death — simply transfers ownership to the beneficiaries you named in the trust. In many cases, the whole process takes only a few weeks, and there are no lawyer or court fees to pay. When all of the property has been transferred to the beneficiaries, the living trust ceases to exist.
Is it expensive to create a living trust?

A basic living trust isn’t much more complicated than a will, but provides a quicker turnaround. Compared to a will, living trusts can save you money in the end. Contact us today to see how we can help save you money.

Get Started Now

It’s easy and we work fast. You can begin your plan started now by scheduling your free 30-minute call with an Anderson Advisor.