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Estate planning has 3 primary purposes.
1. Establish how you want your financial matters to be handled.
2. Establish what happens during periods of incapacity or at your death.
3. Avoid the costs and delays associated with the probate process.
An Estate Plan is best implemented with help of an experienced Estate Planning Attorney, and funding is best assisted by a Fiduciary.
​Did you know over 50% of living trusts go unfunded? Don't let this happen to you.
Already have a Living Trust?
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Our process not only includes a comprehensive Estate Planning package, it also includes funding your trust. We partner with our clients and handle all of the funding of your assets, bank accounts, investments, homes, vehicles etc., ensuring everything is titled correctly to your trust, so you don't end up with an empty or partially funded trust. Most law firms and estate planning companies do not do this. Instead, they leave it up to their client and simply provide them with a funding checklist.
Our wrap around planning team can help you bring your estate plan to life with a combination of retirement planning tools and products designed to outperform in the following areas:
Increased Lifetime Income Reduced Volatility Attractive Growth Tax Efficiency
Reliant Law Group's Comprehensive Estate Plan Includes
Trust Agreement
Certificate of Trust
Community Property Agreement
Personal Property Memorandum
Pour-Over Will
Financial Power of Attorney (one for each if married)
Health Care & Mental Care Power of Attorney (one for each if married)
Transfer Deed
Living Will
Department of Transportation Beneficiary Designation
Prehospital Medical Care Directive
Funding Your Trust (often overlooked)
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