At My Estate Planner, we understand the importance of creating a testamentary trust will to establish a lasting legacy for you and your loved ones. It provides you with a powerful solution for preserving and managing your assets, while ensuring your desires are aligned and your beneficiaries are protected.
Let us assist you in creating a comprehensive estate plan that will ensure your joint vision is carried out.
Why Choose A Testamentary Trust Will?
A Testamentary Trust Will allows you to protect your assets by placing them in a trust. This provides an additional layer of security and control, ensuring that your assets are managed and distributed according to your specific instructions.
With a Testamentary Trust Will, you can provide ongoing financial support for your beneficiaries, such as children or dependents. By designating a trustee to oversee the trust, you can ensure that the financial needs of your loved ones are met even after you're gone.
A Testamentary Trust Will can be structured in a way that helps minimize tax implications for your estate. By strategically allocating assets and utilizing available tax exemptions, you can potentially reduce the tax burden on your beneficiaries.
Begin the process by completing our simple online form, providing us with the necessary information to help us write a customized Testamentary Trust Will that reflects your joint wishes and intentions accurately.
We will review your answers to ensure accuracy and clarity. If any clarifications or additional information are needed, we will reach out to you promptly.
Once your will is prepared, we will present you with the final draft for you to review and sign.
Take control of your legacy with our Will services. We offer expert guidance and support, empowering you to create a will that reflects your true wishes. Our C.A.R.E system of Writing Wills is set in place to ensure we protect you.
ollect information including assets, liabilities, wishes and legacies
dvise and Assign a case worker to write the Will
eview of the draft Will by You
xecution of the Will in our presence
Your peace of mind is our priority. With our compassionate and professional approach, we are committed to helping you safeguard your legacy.
A Testamentary Trust Will is a legal document that combines the benefits of a Last Will and Testament with the inclusion of one or more trusts. It allows you to specify how your assets will be managed and distributed for the benefit of your beneficiaries after your passing.
From Testamentary Trust Wills can benefit various individuals, including minor children, individuals with special needs, and beneficiaries who may require financial guidance or protection. This allows you to provide for their needs while maintaining control over how the assets are used.
At My Estate Planner, we are driven by a heartfelt mission to safeguard your wishes and secure the future of your loved ones. With our expert probate, will, and estate planning services, we provide the support and guidance you need to navigate these important matters with confidence and peace of mind.
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