Let us guide you step-by-step on how to prepare your Revocable Living Trust. My audio explanations guide you through the document templates to show you where you need to edit the forms to make them work for your specific situation. They are not just fill-in-the-blank forms. A simple fill in the blank form is no good to you. These forms will be adapted to your needs. Don’t worry, you can do it. It’s easy when you have the Trust section of my Accumulation and Preservation of Wealth System.
This kit includes a variety of trust templates that you can choose from based on your what will work best for your situation.
(Make sure to listen to the audio so you know which template that will be!) The audio explanations give you little known techniques to let you protect assets, avoid probate, and stop black widows after either you or your spouse dies.
- Revocable Living Trust – A variety of trust templates to choose which works best for your situation. The audio tutorials give you little known techniques to let you protect assets and plan to stop black widows after either you or your spouse dies. The Qualified Terminable Interest Property Trust (QTIP Trust) is included for limiting the distribution of assets by the surviving spouse and addressing the black widow issues.
- Last Will and Testament
- The Durable Power of Attorney is a very important document which can be used in most circumstances to provide help when a person becomes disabled. Whenever a person becomes disabled, whether physically or mentally, serious problems arise and that person loses many of his or her legal rights to protect the incapacitated person so that others cannot take unfair advantage while the incapacity exists.
- Singles Trusts
- Transfer Documents–to move assets to the Trust
- Certification of Trust
The audio explanations go over the following in details:
- Revocable Living Trusts (also called Family Trusts or Inter Vivos Trusts).
- Why 90% of Revocable Living Trusts out there DON’T avoid probate, even though the lawyers said they would.
- How to create and use my “iron-clad” trust documents that absolutely will avoid probate.
- How to properly FUND YOUR TRUST. Even attorneys give people wrong advice on this one…
- The proper way to name your trust. Do this wrong and you could be setting yourself up for problems.
- How to structure your trust to properly handle a remarriage after your spouse dies. Don’t let the new Black Widow spouse end up with everything (leaving your kids without a dime!).
- Who must you “file” your trust with?
- The phrases you need in your Trust so the Bank will immediately deal with your heirs.
- What powers should you give your Trustees?
- The paragraph your trust needs to prevent your beneficiaries’ shares from being attacked in lawsuits.