Flexible and Comprehensive Estate Planning Solutions
We take the time to understand your unique situation and craft a revocable living trust that aligns with your goals.
We take the time to understand your unique situation and craft a revocable living trust that aligns with your goals. Whether you want to protect your assets, provide for your loved ones, or support charitable causes, we will design a trust that meets your specific needs.
Get StartedWe offer ongoing support to help you manage your trust effectively.
Our trusts are designed to help you manage and protect your assets during your lifetime and ensure they are distributed according to your wishes after your passing. We offer ongoing support to help you manage your trust effectively.
Get StartedOne of the most significant benefits of a revocable living trust is its ability to bypass probate.
One of the most significant benefits of a revocable living trust is its ability to bypass probate, allowing your beneficiaries to receive their inheritance quickly and without the delays and expenses associated with probate court.
Get StartedA revocable living trust provides a plan for managing your assets if you become incapacitated.
A revocable living trust provides a plan for managing your assets if you become incapacitated. By naming a successor trustee, you ensure that your affairs will be handled smoothly and according to your wishes without court intervention.
Get Started
Creating a revocable living trust involves several key steps:
You, the grantor, create the trust and transfer ownership of your assets into it.
As the trustee, you retain full control over the assets in the trust during your lifetime. You can add or remove assets and amend the trust as needed.
If you become incapacitated, a successor trustee will manage the trust according to your instructions, ensuring your needs are met.
Upon your passing, the successor trustee distributes the assets to your beneficiaries according to the terms of the trust, bypassing probate and ensuring a smooth transition.
Our resources cover a wide range of topics, from advanced tax planning strategies to the latest trends in multi-generational wealth transfer, ensuring that you have the information you need to secure your business and personal legacy.
Setting up a revocable living trust with Teewinot Legacy Planning is a straightforward process:
At the initial meeting, we will get a better understanding of your family, your assets, and your estate planning goals. We will then work with you to design a revocable living trust plan that addresses all of the above.
Shortly after our initial meeting, we will conduct a signing meeting to execute your documents, including the revocable trust, powers of attorney, and wills. We will also begin this process of changing the title to your assets to the newly created trust. This may include executing letters of instruction for bank accounts, deeds for real property, and assignments for personal property and business interests.
Goals and circumstances change. We will be involved for the lifecycle of your estate plan in case anything needs to be changed or if an incapacity warrants causing the provisions addressing this in the estate plan to become effective.
We are happy to advise your successor trustees on the final administration of your estate plan when the time comes. This may include gathering the assets of the trust, discharging debts, setting up sub-trusts, or assisting with final distributions to beneficiaries.
Take the next step in protecting your assets and ensuring your wishes are honored. Contact Teewinot Legacy Planning today to schedule a free consultation and learn how a revocable living trust can be an essential part of your estate plan.
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PO Box 10166, Jackson, WY 83001
E. patrick@teewinotlegacyplanning.com
P. 307.395.2504
PO Box 10166, Jackson, WY 83001
patrick@teewinotlegacyplanning.com
307.395.2504
