Revocable Trusts

(living trusts or inter vivos trusts)

 

The Revocable Trust is a flexible estate planning tool that allows you to transfer your assets to your designated beneficiaries in private. If properly drafted, reviewed, and amended as needed, a trust can keep your estate from being subject to the public probate process.

 

In creating a Revocable Trust, you as the settlor, re-title assets in the name of the trust, e.g., "The John Doe Living Trust." This allows a successor trustee--someone that you have designated--to administer your estate after you have passed away.

 

Retitling assets into the name of the trust is critical. Estate Planners call this  “funding the trust.” This allows the successor trustee to transfer legal title of the assets.

 

A carefully planned Revocable Trust, properly funded and updated when needed, best protects your beneficiaries from the uncertainties of the public probate process.

 

Call 505-550-0395

to schedule an appointment

with Trust Attorney James E. Dory

 

 

 

 

 

 

 

 

 

Estate Planning with A Revocable Trust

 

An Estate Plan drafted with a Living Trust as

the main document should have at least the following:

 

Revocable Trust

Certification of Trust

Pour-over-will

Power of Attorney

Health Care Directive

HIPAA Waiver

Final Disposition Authorization

Property or asset to fund the trust

 

 

 

505-550-0395

 

 

 

 

 Honesty, Integrity, Passion

 

The Dory-Garduño Law Firm has implemented successful strategies in district, appellate, and legislative venues since 2009.

 

Office (505) 550-0395

Fax     (505) 550-0395

Hours 8:30-5:00 pm M-F

 

 

Dory-Garduño Law Firm, LLC

10320 Cottonwood Park NW, Suite E

Albuquerque, NM 87114

 

 

Copyright © Dory-Garduño Law Firm, LLC

The materials contained on this website are for informational purposes only and are not legal advice. The transmission or receipt of this information does not create an attorney-client relationship.  You should not act upon such information without seeking professional counsel.

Lawyer Advertisement.

 Honesty, Integrity, Passion

 

Revocable Trusts

(living trusts or inter vivos trusts)

 

The Revocable Trust is a flexible estate planning tool that allows you to transfer your assets to your designated beneficiaries in private. If properly drafted, reviewed, and amended as needed, a trust can keep your estate out of the public probate process.

 

In creating a Revocable Trust, you as the settlor, re-title assets in the name of the trust, e.g., "The John Doe Living Trust." This allows a successor trustee--someone that you have designated--to administer your estate after you have passed away.

 

Retitling assets into the name of the trust is critical. Estate Planners call this  “funding the trust.” This allows the successor trustee to transfer legal title of the assets.

 

A carefully planned Revocable Trust, properly funded and updated when needed, best protects your beneficiaries from the uncertainties of the public probate process.

 

Call 505-550-0395

to schedule an appointment

with Trust Attorney James E. Dory

 

 

 

 

 

 

 

 

 

Estate Planning with A Revocable Trust

 

An Estate Plan drafted with a Living Trust as

the main document should have at least the following:

 

Revocable Trust

Certification of Trust

Pour-over-will

Power of Attorney

Health Care Directive

HIPAA Waiver

Final Disposition Authorization

Property or asset to fund the trust

 

We generally charge a flat fee for Trust Packages

that include the documents listed above.

 

505-550-0395

 

 

 

 

 

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Revocable Trusts

(living trusts or inter vivos trusts)

 

The Revocable Trust is a flexible estate planning tool that allows you to transfer your assets to your designated beneficiaries in private. If properly drafted, reviewed, and amended as needed, a trust can keep your estate out of the public probate process.

 

In creating a Revocable Trust, you as the settlor, re-title assets in the name of the trust, e.g., "The John Doe Living Trust." This allows a successor trustee--someone that you have designated--to administer your estate after you have passed away.

 

Retitling assets into the name of the trust is critical. Estate Planners call this  “funding the trust.” This allows the successor trustee to transfer legal title of the assets.

 

A carefully planned Revocable Trust, properly funded and updated when needed, best protects your beneficiaries from the uncertainties of the public probate process.

 

Call 505-550-0395

to schedule an appointment

with Trust Attorney James E. Dory

 

 

Estate Planning with A Revocable Trust

 

An Estate Plan drafted with a Living Trust as

the main document should have at least the following:

 

Revocable Trust

Certification of Trust

Pour-over-will

Power of Attorney

Health Care Directive

HIPAA Waiver

Final Disposition Authorization

Property or asset to fund the trust

 

We generally charge a flat fee for Trust Packages

that include the documents listed above.

 

505-550-0395

 

 

 

Dory-Garduño Law

 505-550-0395

 

Revocable Trusts

(living trusts or inter vivos trusts)

 

The Revocable Trust is a flexible estate planning tool that allows you to transfer your assets to your designated beneficiaries in private. If properly drafted, reviewed, and amended as needed, a trust can keep your estate out of the public probate process.

 

In creating a Revocable Trust, you as the settlor, re-title assets in the name of the trust, e.g., "The John Doe Living Trust." This allows a successor trustee--someone that you have designated--to administer your estate after you have passed away.

 

Retitling assets into the name of the trust is critical. Estate Planners call this  “funding the trust.” This allows the successor trustee to transfer legal title of the assets.

 

A carefully planned Revocable Trust, properly funded and updated when needed, best protects your beneficiaries from the uncertainties of the public probate process.

 

Call 505-550-0395

to schedule an appointment

with Trust Attorney James E. Dory

 

 

Estate Planning with A Revocable Trust

 

An Estate Plan drafted with a Living Trust as

the main document should have at least the following:

 

Revocable Trust

Certification of Trust

Pour-over-will

Power of Attorney

Health Care Directive

HIPAA Waiver

Final Disposition Authorization

Property or asset to fund the trust

 

We generally charge a flat fee for Trust Packages

that include the documents listed above.

 

505-550-0395

 

 

 

 Dory-Garduño Law Firm, LLC 10320 Cottonwood Park NW Suite E Albuquerque, NM 87114  Office (505) 550-0395 Fax (505) 550-0395 Hours 8:30-5:00 pm M-F

 

Copyright © Dory-Garduño Law Firm, LLC

The materials contained on this website are for informational purposes only and are not legal advice. The transmission or receipt of this information does not create an attorney-client relationship.  You should not act upon such information without seeking professional counsel.

Lawyer Advertisement.

 

Revocable Trusts

(living trusts or inter vivos trusts)

 

The Revocable Trust is a flexible estate planning tool that allows you to transfer your assets to your designated beneficiaries in private. If properly drafted, reviewed, and amended as needed, a trust can keep your estate out of the public probate process.

 

In creating a Revocable Trust, you as the settlor, re-title assets in the name of the trust, e.g., "The John Doe Living Trust." This allows a successor trustee--someone that you have designated--to administer your estate after you have passed away.

 

Retitling assets into the name of the trust is critical. Estate Planners call this  “funding the trust.” This allows the successor trustee to transfer legal title of the assets.

 

A carefully planned Revocable Trust, properly funded and updated when needed, best protects your beneficiaries from the uncertainties of the public probate process.

 

Call 505-550-0395

to schedule an appointment

with Trust Attorney James E. Dory

 

 

Estate Planning with A Revocable Trust

 

An Estate Plan drafted with a Living Trust as

the main document should have at least the following:

 

Revocable Trust

Certification of Trust

Pour-over-will

Power of Attorney

Health Care Directive

HIPAA Waiver

Final Disposition Authorization

Property or asset to fund the trust

 

We generally charge a flat fee for Trust Packages

that include the documents listed above.

 

505-550-0395

 

 

 

 Dory-Garduño Law Firm, LLC 10320 Cottonwood Park NW Suite E Albuquerque, NM 87114  Office (505) 550-0395 Fax (505) 550-0395 Hours 8:30-5:00 pm M-F

Dory-Garduño Law

 505-550-0395

 Dory-Garduño Law Firm, LLC 10320 Cottonwood Park NW Suite E Albuquerque, NM 87114  Office (505) 550-0395 Fax (505) 550-0395 Hours 8:30-5:00 pm M-F

 

Copyright © Dory-Garduño Law Firm, LLC

The materials contained on this website are for informational purposes only and are not legal advice. The transmission or receipt of this information does not create an attorney-client relationship.  You should not act upon such information without seeking professional counsel.

Lawyer Advertisement.