Make sure your assets are used to protect whom you love and that people you trust are there to safeguard you and your family.
Maintain your family's privacy by avoiding probate, an expensive and lengthy court process required for most estates over $150K.
Decide who gets what and when—and under what conditions—so your beneficiaries are protected in ways consistent with your values.
Pass more wealth to your beneficiaries by anticipating long-term needs and designing a plan that helps lower fees and taxes.
My husband was diagnosed with Stage 4 Cancer and needed to go on hospice care. Pam from Trusted spent nearly all day into the night helping us to get the Trust done. I felt very confident in her knowledge. She was thorough and explained things well…. Pam was the Angel we needed… I am very grateful for her expertise and especially going above and beyond to help us out.
Trusted was instrumental in helping to sort out a complicated trust/probate issue…. Pam (our attorney) crafted a line of reasoning to dissolve the old trust and bring the policy under a newer trust. Trusted was wonderful to work with, and we really appreciated her help.
…We've gone thru this process before when we had kids, and again 10 years ago when there were big tax law changes—but this was the best experience by far. So glad we found Pam and Trusted.