Joint Living Trust

If you're married, a Joint Living Trust can help protect your assets today and ensure your spouse is provided for if something should happen to you. Protect your family and your assets by creating a Joint Living Trust.

Use the Joint Living Trust document if:

• You're a married couple and want to have one joint living trust to controlled both spouses' assets.
• You and your spouse want to avoid going to probate court should one spouse pass away.
• You both want to designate the persons or organizations that will receive your assets after your death.
• You and your spouse want to designate the person who will carry out your wishes.
• You want to create a system to manage your assets if you become unable or unwilling to manage them yourself.
  
• Note: If your estate will be larger than the federal estate tax exemption amount, currently $5,120,000, this document is best used for education and planning purposes. Consult a lawyer for more complex estate planning.