Security & Control
Re-write me: Have peace of mind knowing your assets will be distributed according to your wishes. You can also delay access to assets until your beneficiaries reach a specific age or goal.
Privacy
Re-write me: Trust account information isn’t public record. Estate, asset and beneficiary details will always be kept confidential.
Avoid Probate Court
Re-write me: Unlike with a will, assets held by a Trust skip the time-consuming and sometimes costly process of probate, where a court organizes and distributes assets.
-
1
{Step 1 Title - Example: "Apply Online"}
{Step Description: Briefly describe this step in the process}
-
2
{Step 2 Title - Example: "Download the App"}
{Step Description: Briefly describe this step in the process}
-
3
{Step 3 Title - Example: "Get your card in the mail"}
{Step Description: Briefly describe this step in the process}
Trust Types Explained
Re-write me: Choosing a type of trust depends on why you decide to create one. A professional who specializes in estate-planning laws for your state can help you find the right fit for your financial life.
Revocable | Irrevocable |
---|---|
Grantor acts as Trustee and maintains ownership of the Trust throughout their lifetime |
Once assets are transferred into a Trust, the Grantor no longer owns them |
Asset, beneficiary and other information can be changed any time |
Asset information can be updated, but beneficiaries can’t be changed |
Grantor is responsible for paying taxes on Trust assets |
Helps reduce or avoid estate taxes at the grantor’s death |
Assets aren’t protected from creditors or other claims |
Offers some protection of assets from creditors or other claims |
Can be dissolved |
Can’t be dissolved |
Rates effective as of: November 9, 2024
-
{Instructions: Enter disclosures here. If there are no disclosures for this page, then delete this block.}
Test Modal
Modal Content
Ea rerum vel molestiae omnis molestias. Et ut officiis aliquam earum et cum deleniti. Rerum temporibus ex cumque doloribus voluptatem alias.
Column Title | Column Title | Column Title |
---|---|---|
1 |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Cell Value |
Rates effective as of: November 9, 2024
{Optional: Insert table disclosure information}
Open Account
Leaving Our Website
You are leaving our website and linking to an alternative website not operated by us. We do not endorse or guarantee the products, information, or recommendations provided by third-party vendors or third-party linked sites.