Living Trust

Understanding and Setting Up the Right Trust

A trust is a powerful legal tool for managing and transferring assets available to people of all financial backgrounds. Here’s what you need to know:

Our Trusted Estate-Planning Platform

Fortune Weavers provides access to a secure portal for creating Living Trusts, Wills, Powers of Attorney, and Health Care Directives. Documents are attorney-drafted, state-specific, and generated in minutes.

Trust-Based Estate Plan

$1,495

  • Living Trust
  • Power of Attorney
  • Health Care Directive

Will Based Plan

$495

  • Last Will & Testament
  • Power of Attorney
  • Health Care Directive

How It Works

1

Create a Secure Account

Sign up and access your private estate planning portal

2

Answer Guided Questions

Complete a simple questionnaire about your wishes

3

Generate Documents

Receive attorney-approved, state-specific documents

4

Download & Update Anytime

Access and modify your documents whenever needed

Core Trust Components

The Trustmaker (also called grantor or settlor) establishes the trust.

A Trustee manages the trust assets according to specified instructions.

Beneficiaries receive assets or benefits from the trust.

Living Trust Portfolio

Key Benefits of Trusts

Privacy Protection: Avoid public probate proceedings

Asset Control: Specify exactly how and when assets are distributed

Tax Efficiency: Potential reduction in estate tax liability

Incapacity Planning: Continuous asset management if you become unable

Asset Protection: Shield assets from creditors and legal claims

Special Needs Planning: Provide for vulnerable family members

Trust Operation

Trust Operation

Assets transferred into a trust become legally owned by the trust itself. The trustee manages these assets according to your instructions, ensuring seamless administration during your lifetime and after death.

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