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Certified Notary Trust Delivery Agent
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What is a living Trust?
A Living Trust, in its most fundamental sense, is a legal document that enables an individual's assets to smoothly transition to their loved ones or selected beneficiaries upon death, bypassing the often complex and time-consuming probate process. This individual, known as the "trustor", places their assets (which can include real estate, brokerage accounts, etc) into a trust, which they actively control and manage during their lifetime.
A Living Trust, in its most fundamental sense, is a legal document that enables an individual's assets to smoothly transition to their loved ones or selected beneficiaries upon death, bypassing the often complex and time-consuming probate process. This individual, known as the "trustor", places their assets (which can include real estate, brokerage accounts, etc) into a trust, which they actively control and manage during their lifetime.
The settlor (also known as the grantor or trustor) and the trustee of a trust can be different people. The settlor is the person who creates and funds the trust, while the trustee is there person or entity that manages the trust assets according to the terms of the trust document. While it is common for the settlor to also be the trustee, especially in revocable trusts, it is not a requirement, and they can be separate individuals or entities
When the trustor eventually passes away, the assets stored within the trust are bequeathed to the beneficiaries as per the explicit instructions the trustor had provided within the trust document. This way, the trustor can ensure that their wishes regarding their estate are honored even after their demise.
An 84 Trillion dollar wealth transfer is about to take place. 199 Million adults don’t have an estate plan in this county. Are you one of them? Or are you ready to prepare for the wealth transfer? We can certainly help starting with a Living Revocable or Non-Revocable Trust.
What is a Certified Notary Trust Delivery Agent? (CNTDA)
Decide you want to write prepare your own trust? Excellent! We can walk you through the process and then send a Certified Notary Trust Delivery Agent (CNTDA) to notarize the final documents, assure accuracy and complete delivery.
Leaving Legacies of Love through Living Trusts
Leaving an inheriance for your loved ones through Estate Planning
The first way to prepare for the wealth transfer is to prepare spiritually by making sure you are positioned right with God. God is always first because without Him, there is no wealth. Why? Because it all belongs to Him anyway. The earth is the Lord's, the fullness thereof and they that dwell therein. Psalms 24:1. That means everything and everyone belongs to Him. He is the Creator of it all. And we all know if you created it, it's yours. So the first step in the wealth transfer is understanding that the wealth you receive belongs to God, and you are receiving it for a specific purpose. And don't even try to deceive Him into thinking anything else because He's all knowing. Knowing He knows the number of hairs on your head, He knows more about you than you know about yourself, so deception would be futile.
However, AFTER you get the first step in the wealth transfer, the second step is preparing for it naturally. In other words, you have to be ready for it, according to His standards. He has certain expectations of us. We know this because of the parable in Matthew 25:14-30. He expects us to be great stewards over His wealth. He has a purpose for it and He wants us to use it for His purpose. Of course, He will allow us to get the desires of our hearts as well. After all, He gave us those desires. But We can't try to abuse what belongs to Him and we certainly can't try to deceive Him.
One way to prepare for the great wealth transfer is to prepare a place to protect it. Let the Lord know you're ready for it. Because we all know the thief (the devil, satan, Lucifer) comes to steal kill and destroy. So we must protect our wealth with a Living Trust.
A Living Trust, in its most fundamental sense, is a legal document that enables an individual's assets to smoothly transition to their loved ones or selected beneficiaries upon death, bypassing the often complex and time-consuming probate process. This individual, known as the "trustor", places their assets (which can include real estate, brokerage accounts, etc) into a trust, which they actively control and manage during their lifetime.
In addition to protecting your wealth, there are many other benefits to having a living will, such as avoiding probate court and the tax breaks to name a couple. By the way, you don't need to be wealthy to protect what God gave you. Be faithful over a few things and God will bless you with many things. Matthew 25:23.
©Copyright by CCB 11/23/2023 All rights reserved. Phone: (770) 209-2490 Email: sharan@creatingbestsolutions.com
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