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  • Setting Up a Living Trust for Seniors: Living Trusts Explained Simply - with Forms to Create an Estate Plan & Protect Your Heirs by Lexis Pro Advanced Learning book cover
  • Setting Up a Living Trust for Seniors: Living Trusts Explained Simply - with Forms to Create an Estate Plan & Protect Your Heirs by Lexis Pro Advanced Learning book cover
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Setting Up a Living Trust for Seniors: Living Trusts Explained Simply - with Forms to Create an Estate Plan & Protect Your Heirs

by Lexis Pro Advanced Learning

A practical guide to living trusts and estate planning

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AlbakiReads Editorial

A practical guide to living trusts and estate planning

This guide organizes living-trust planning around both the documents and the decisions involved. It covers revocable and irrevocable trusts, successor trustees, incapacity planning, and the handling of digital assets, alongside topics such as blended families, dependents with disabilities, and charitable giving. The listed materials include a trust template, amendment and revocation forms, and documents concerning powers of attorney, wills, and children’s medical consent. Its scope extends beyond creating a trust to maintaining a plan as circumstances change. Because the subject involves legal documents and estate planning, the book’s forms and explanations are best understood as material to review in the context of the reader’s own circumstances and applicable law.

Good fit for readers who enjoy

  • Seniors considering how to organize an estate plan
  • People seeking an introduction to living trusts and related planning documents
  • Those interested in forms addressing trustees, dependents, digital assets, or incapacity

Themes

Living trustsEstate planningIncapacity planningTrustee responsibilitiesFamily and digital assets

Based on publisher information and book metadata.

Book overview

How to quickly create your own Living Trust with simple forms.

Finally - A Living Trust Guide Written for Real People, Not Lawyers.

Complete with an example trust and step-by-step forms to create your own.
12 Ready-to-Use Estate Planning Forms Included!

You've worked your whole life to build something worth protecting. Your home. Your savings. The things you want to leave to the people you love. The last thing you need is a court deciding how - or whether - any of it gets there.

A revocable living trust is the single most powerful tool available to protect your estate, avoid the cost and delay of probate, and make sure your wishes are carried out exactly as you intend. And despite what you may have heard, it doesn't require a law degree, a fortune, or months of complicated paperwork to set one up.

Setting Up a Living Trust for Seniors is the plain-English guide that walks you through every step - from your first decision to a fully funded, legally sound trust - in language that actually makes sense.
What You'll Learn Inside:
  • The difference between a revocable and irrevocable trust - and which one most seniors actually need
  • The truth about living trust myths that may be costing you time, money, and peace of mind
  • How to avoid probate entirely and keep your estate private, out of court, and in your family's hands
  • How to plan for incapacity - not just death - so your family is protected if you can no longer make decisions
  • How to choose, instruct, and prepare your successor trustee so nothing falls through the cracks
  • How to handle digital assets, online accounts, and cryptocurrency in your estate plan
  • Special planning for blended families, minor children, and dependents with disabilities
  • How to incorporate charitable giving without complicating your plan
  • Strategies to minimize family conflict and protect relationships when emotions run high
  • How to keep your trust current as laws change and life changes around it
Built for Seniors. Tested Against Real Life.
This isn't a generic legal overview recycled from a law school textbook. Every chapter is written for the reader who wants clear answers, not billable hours - the person who owns a home, has a bank account, and cares deeply about what happens to the people they leave behind.

Your Purchase Includes 12 Ready-to-Use Forms:
  1. Living Trust Creation Checklist
  2. Trustee Training Guide
  3. Durable Power of Attorney
  4. Last Will & Testament
  5. Living Trust Amendment Form
  6. Living Trust Revocation Form
  7. Minor Children Medical Consent Form
  8. Pet Trust Form
  9. Pour-Over Will
  10. Special Needs Trust Form
  11. Revocable Living Trust Template
  12. Certification of Living Trust Template
These are the same documents estate planning attorneys charge hundreds of dollars to prepare - included with your book, ready to fill in and use.

Your family deserves a plan. Your estate deserves protection. And you deserve a guide that actually explains it clearly.
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