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
Set up special provisions to help your beneficiaries
You don't have to be rich. Estate planning is for everyone!
“After creating the Etsy store of my dreams, I realized that I needed to form a business LLC, business bank account, and a plan if (god forbid) something happened to me. I feel empowered knowing my small business will be in good hands with a trust, managed privately by the trustee I choose, and not by a public court.”
“Modern Trust makes adulting easy. I feel peace of mind knowing that the life and possessions that I work hard for are protected from probate - especially my main man and pug, Charlie.”
“I have two adult children and five grandchildren. I completed my estate planning in under an hour using the Modern Trust website. I feel secure knowing that my loved ones will be provided for when I pass.”
“After the madness of planning our wedding, we took our relationship to the next level by creating a living trust. While initially unsure if we needed a will or trust for our estate planning, we decided on Modern Trust for the privacy and ease of updating as we grow our family.”
“I was given a Modern Trust by my mom as a graduation present after I finished my bachelor's degree. Even though I don't have a lot of assets yet, my trust will describe who gets what if something happens to me. Adding assets and using the Modern Trust app was an awesome experience, and I can't wait to built on it as I enter the workforce and build my empire.”
“When Brian and I got married, we wanted to be sure that our assets were secure, so we chose a trust over a will due to the private, non-contestable nature of a trust. The Modern Trust app has a sleek design and is super user friendly - we’ll definitely be sharing the app with our in-laws.”
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 happens to my trust when I die?
If you pass away, your successor trustee(s) named in your Modern Trust document must provide Modern Trust with a certified original death certificate for verification. After the death certificate is authenticated...
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,
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?
Browse our collection of helpful estate planning articles and interesting case studies to help you better understand the many benefits of proper estate planning.
The first thing to remember is that the successor trustee automatically acquires legal title to or control of all of the trust assets after the creator of the trust passes away.
See how a living trust may be the right way to secure your legacy and protect your family's hard earned assets from probate. Modern Trust founder Dan Hales breaks down both the historical and modern components of a living trust.