A Revocable Living Trust Is
A Revocable Living Trust is a legal arrangement you create during your lifetime. You transfer assets into the Trust, name yourself as trustee, and keep full control - you can buy, sell, or change the Trust whenever you wish. The Trust simply holds the legal title to your assets.
Why Families Use One
The two biggest reasons are probate and incapacity. Assets held in a Living Trust pass directly to your named beneficiaries when you die - no probate, no public court file, no delays. And if you become unable to manage your own affairs, your chosen successor trustee steps in automatically, without a court-appointed guardianship.
Funding Is the Key Step
A Trust only controls the assets that have actually been transferred into it - the house, bank accounts, investments, and other property retitled in the Trust's name. This funding step is where many do-it-yourself plans fail. Part of the service is making sure your assets are properly funded so the Trust actually works when your family needs it.
How It Works With Rosswurm Legal
Tracey comes to your home, reviews what you own and who you want to protect, and builds a Trust plan that fits - then makes sure the paperwork is signed and the assets are funded. Flat fee, no hourly billing, done at your kitchen table.
