Create a trust to leave your assets to your loved ones
Gift valuables and other items to specific individuals
Make sure your pets are left to the right people
Add special provisions to help your beneficiaries
RECEIVE A FREE HEALTH CARE DIRECTIVE & DURABLE POWER OF ATTORNEY with the purchase of a living trust!
You don't have to be rich. Estate planning is for everyone!
“I'm proud to be a grandmother! Now my daughter has a beautiful daughter of her own. I'm using Modern Trust to make sure they're both taken care of when the time comes.”
“My husband and I are both professionals. We own our home together and an investment property. Everything's going into our Modern Trust to be protected from probate.”
“We have a big family. I like that fact that I can use Modern Trust to create and maintain my living trust online, easily, privately, and securely. I can make changes to my trust document online in just minutes. Now that we have grandchildren, there's something in our trust for them and for their education, too.”
“For a few years it was just my wife and I, working hard, traveling a lot and having fun. Now we have the kids, so it was time to think responsibly and use Modern Trust to make sure our estate was organized. We did it for each other and for the children”
“My daughter means everything to me. I want to make sure that my assets will pass to her and no one else. With Modern Trust I know she'll be taken care of someday, and my assets will help her have an even better life”
“Our kids are all out of the house, so it's just my wife and I. It's our time now! We created our Modern Trust for each other. If something happens to either of us, everything will go to the survivor. If we don't spend it all, maybe our children will get something later. We're going to try to spend it all first, though!”
“Some father's are not so lucky, but I was fortunate to have such a caring daughter. Modern Trust gives me peace of mind in knowing that she'll receive my entire estate if I'm gone without having to go through probate and without incurring any expensive legal fees”
“I've worked hard to build my family and my business. Now I want to make sure everything's safe, organized and protected from probate. I created my Modern Trust to pass everything onto my family in the event something happens to me. The entire process was quick and simple!”
Get busy living. We’ll handle the rest. Modern Trust uses the most advanced technology ensuring that your trust document is safeguarded, encrypted, and absolutely private.
Access and Change
Your Trust Anytime
Designed By Experienced,
Watch our videos!
What is a Living Trust?
A living trust is like a will, only better. The most common type of trust is known as a living, revocable trust. A revocable trust is a living legal entity with assets, managed by a trustee for the benefit of beneficiaries....
What are the Tax Benefits of a Trust?
A living trust can eliminate capital gains taxes on appreciated assets when the creator of the trust dies. Upon the death of the creator of the trust, the appreciated assets receive a new, stepped-up adjusted cost basis...
What is Probate?
Probate courts are public courts located in each county in the United States where the primary purpose of the court is to review and approve wills in order to give the named executor on the will authority to administer the estate...
What is Trust Funding?
Trust funding is the process of placing your assets inside the trust so they can remain under your control during your lifetime, and then be protected from probate when you pass away. After the assets are in titled in the name of the trust...
What's the difference between a Trust vs a Will?
Generally speaking, trusts are private and wills are public. A will is a public document that often must be approved by a public probate court before assets can be distributed to named beneficiaries. Wills often result in public...
Advantages of a Living Trust vs. Will
Life changes. Finances change. Even families and priorities change. Keep your trust up to date.
List the names of the banks where you have bank accounts, including checking and savings.
List the brokerages or financial institutions where you have stocks or investment accounts.
Own a business? Way to be a boss! Include them in your trust.
List any real estate you own, or have an interest in, including houses, condominiums, land or commercial property.
Your life has major value. Describe any life insurance policies you own.
List the institutions where you have retirement accounts, including IRA's, 401k's or annuities.
Describe any special or valuable personal items or collections you have, and who’s special enough to receive them. Include things like your dog, your cat, your car or your wedding ring. What do you have that's special?