This Questionnaire is for a Married Couple With Children who wish to leave their assets first to the surviving spouse, and then equally to their children at an age which you can decide.
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BENEFICIARIES
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SELECT A QUESTIONNAIRE
USA Estate Plan provides forms for individuals who want to prepare their own Living Trust and Will. Please select the appropriate Questionnaire to get started.
WHAT IS AN ESTATE PLAN?
- WHAT IS ESTATE PLANNING?
Estate Planning is how we plan to transfer our assets to someone upon our death.
- WHAT CHOICES DO I HAVE?
There are three options. You can:
- (1) HAVE NO WILL, then you are said to have died “intestate” and your probate assets will go through Probate (ie. the Court process) which can cost thousands of dollars and the law determines who your beneficiaries are; or
- (2) HAVE JUST A WILL, then you are said to have died “testate” and your probate assets will go through Probate (ie. the Court process) which can cost thousands of dollars to get the assets to your chosen beneficiaries; or
- (3) HAVE A LIVING TRUST & WILL, which AVOIDS PROBATE (the Court process) and therefore can SAVE THOUSANDS OF DOLLARS and get your assets to the beneficiaries that YOU DECIDE upon without incurring the time delays and costs of Probate.
For most people with assets, a Living Trust and Will is the best option.
- WHAT IS AN ASSET?
An “asset” is anything you own.
Assets can be:
Assets can be:
- Real Estate
- Cash
- Stocks
- Cars
- Boats
- Jewelry
- Businesses
- ANYTHING you own!
- WHAT IS A LIVING TRUST?
Your Living Trust is a document you create to hold title to your assets. You still own and control all the assets, but upon your passing, the Living Trust's assets do not go to Probate (the Court system).
With a Living Trust, you can:
- (1) Avoid the high costs of Probate (can save up to thousands of dollars) and
- (2) Avoid the time delays of Probate (instead of a Probate that delays distribution, the Living Trust allows distribution right away).
- WHAT IS A POUR-OVER WILL?
A Will is a document that goes through Probate (the court system). Since you want to AVOID Probate, why do you need a Will along with the Living Trust? The answer is because sometimes people do not transfer all their assets into their Living Trust and therefore the Will acts as a "safety net" to catch those assets and transfer them into your Trust. Thus, the Will gets the nickname "Pour-Over Will" because it leaves all your Probate assets to your Living Trust.
These forms are meant to assist the millions of Americans who want cost efficient estate planning for a simple estate.
USA Estate Plan can be used in all 50 states. We provide PDF documents of a Living Trust and Will for only $59 for single people and $79 for married couples.
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ONCE THE FORMS ARE COMPLETED,
HERE ARE THE FINAL STEPS YOU NEED TO DO!
Sign Your Living Trust & Will
The Living Trust and Will needs to be signed in the presence of a notary public on the date written on your Trust.
Sign Your Living Trust
For example, The John Doe Living Trust dated January 15, 20xx should be signed in the presence of a notary public on January 15, 20xx. The Notary should attach the proper Notary form for your state to the Trust.
Transfer Assets Into Your Trust
Look at your Living Trust as a “bucket” which you need to fill up with your assets. You do not want an "empty bucket".
Transfer Your Assets
After you have set up your Living Trust, transfer your assets into your Living Trust by changing the name on each document of title. This takes time, so make a list of all of your assets and one by one transfer their title into your Living Trust.
Operation of Your Trust
Congratulations! You have created and funded your Living Trust. Just continue to manage your assets as you always have.
Operation of Your Trust
As Trustee, you have complete control over all the assets in your Living Trust. Remember, your Living Trust is an Estate Planning document, and as such, it directs your assets upon your passing. During your lifetime, you still have full ownership and control of all your assets.