Establish A Trust Today
Make sure you have a plan in place for the management of your estate after you pass away.
Experience You Can Trust
Death is a sensitive topic which Anderson handles with ease and respect. It is not easy to think about what is going to happen to your estate and your family after your death, but it is important to plan for this. At Anderson, we discuss with our clients what their current needs are, as well as their family’s needs after their passing. We understand every client is different and their estate planning needs are different. Whether you need a Will, Revocable Living Trust, or have other needs for your estate plan, we are here to help.
Get Your Entity Blueprint Today…
What You Can Expect When Forming a Trust with Anderson
You will complete a questionnaire which gives Anderson an overview of your estate and determine how you want to distribute it. Our attorneys and advisors are available to answer any questions you have and discuss any concerns you have during this process. It is an important decision and our job is to make sure you have everything taken care of for your and your family’s future.
Once drafted, your trust is a legal document and will be in place for when it is needed. Anderson can discuss all estate planning options and business planning questions with you as well.
Anderson Advisors FAQ
What is a Will?
What is Probate?
What is the difference between a will and a living trust?
Your Custom Entity Blueprint
Speak with an Anderson Professional Advisor to get your business planning blueprint to determine the best entity structure plan for you and your unique situation.
Monday-Friday 8am-5pm PT