I'm an
ALTS agent
looking for living
trust documents.

I'm a Financial
Professional who
wants to help clients
with estate planning.

We need to plan our estate.
Where do we start?

Living Trusts

Simple and Affordable

The American Revocable Living Trust is the most important and flexible estate planning document available under the law.

Savings

The advantages of an American Revocable Living Trust:

• Avoids Probate
• Reduces or Eliminates Estate Taxes
• Eliminates Conservatorship
• May be Changed, Amended or Revoked
• Provides Control of Your Estate
• Creates Peace of Mind
• Preserves Your Assets for Your Heirs
• Maintains Privacy
• Is Very Affordable

Peace of Mind

The Living Trust Flow of Assets

Service

The American Living Trust Includes the Following Key Legal Documents:

• Revocable Living Trust
• Pourover Wills
• Living Wills
• General Powers of Attorney
• Medical Powers of Attorney
• Instructional Material
• Medical Certifications
• Requests for Retitlement