Complimentary Living Trust Review
Complimentary Living Trust Review
Protect Your Legacy. Update Your Plan. Gain Peace of Mind.
Introduction Paragraph:
You already have a living trust. Great! But is it still working to meet your future needs? Laws and family dynamics change. Our complimentary living trust review ensures that your trust is still working the way you intended—so that your wishes are honored, and your loved ones are protected.
Why a Review is Essential:
- Many trusts can be outdated or incomplete
- Life changes (marriage, divorce, grandchildren) may not be reflected correctly
- Common estate planning mistakes and how to avoid them
What We’ll Review:
- Structure of your current trust
- Naming of trustees and beneficiaries
- Asset alignment (are all your accounts properly titled?)
- Gaps in health directives or powers of attorney
- Recommendations for improvements or updates
Who This Is For:
- Anyone with an existing trust that hasn’t been reviewed in 3+ years
- Individuals who’ve experienced recent major life changes marriage, children, divorce
- Anyone who is concerned about the timing and distribution of their assets at death
Why Choose David
Our customers always come first without exception or excuse. We make suitable and appropriate recommendations based on your specific needs.
Book a Free Review Today
Call: (515) 314-2903 | Email: info@david-edward.com