Living Trusts
A revocable trust that owns your assets during life, avoids probate at death, and stays private — with you fully in control while you're able.
Overview
A living trust is a revocable trust you create during your lifetime that holds your assets and distributes them according to your instructions — without the time, cost, and public record of probate. You retain full control as trustee while you're able, and name a successor to step in if you cannot.
Unlike a will, a living trust avoids probate entirely for the assets it holds, keeps your affairs private, and can provide for minor children, blended families, or beneficiaries who should receive assets over time rather than in a lump sum.
Creating the trust is only the first step — it must be funded. We coordinate the retitling of accounts, real estate, and beneficiary designations into the trust so it actually controls the assets it's meant to.
Key Benefits
- Avoids probate for assets held in the trust
- Keeps your affairs private, not part of the public record
- Provides for beneficiaries over time, not in a lump sum
- Names a successor trustee if you're incapacitated
Interested in Living Trusts?
Share a few details and a Lionheart advisor will reach out to answer your questions and see if living trusts fits your plan.
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