Living Trust

Albuquerque, NM (505) 302-5456 Scottsdale, AZ (480) 734-2471

Living Trust Lawyer - Albuquerque

What is a Trust?

A living trust is a legal document, usually drafted by an estate planning attorney, which lays out instructions for how a person you appoint to manage assets during your life if you become incapacitated and after you pass away. Best part, you stay in control. You can buy sell refinance and live as you normally would. A Trust is often a good fit if you (1) own a home, (2) want privacy, and (3) want to avoid New Mexico probate court delays. If you want your family to stay a family have something written down. The guessing game is what tears siblings apart.

ATTORNEY TIP: “A properly drafted Trust does not take away your control. You are still in charge of your assets but now they are protected from the new mexico Probate courts.”

REAL LIFE EXAMPLE: A homeowner refinanced their Albuquerque home with no issues after placing it in their trust.

QUICK CHECK:

I want to stay in control of my Assets?
I want Instructions that follow my Final wishes?

Top 4 Reasons to get a Trust

The Top Four main reasons to get a Trust:

1) Avoid Probate

2) Maintain Privacy

3) Protect Family Members

4) Plan for incapacity

At the Bernalillo County Probate court, a probate cases can take 6 months to several years and may last longer if issues arise. During that time, assets are inaccessible and everything becomes public record.

ATTORNEY TIP: “Probate isn’t just about time, it’s about stress and lack of control.”

REAL LIFE EXAMPLE: The last surviving parent of A large family died. Between waiting for the death certificate from the funeral home, and gathering signatures from the other heirs, added months of worry to the process before a Probate Judge finally granted access to basic accounts. This caused unlimited amount of stress and headaches for the grieving family due to the Probate process. A Trust can avoid this mistake.

QUICK CHECK:

• I value privacy?

• I want to minimize Probate Court delays for my family?

Why Choose Sise Law Firm

Our Trust Process

1) We have a conversation,

2) we custom design your estate plan,

3) we schedule a notary session,

4) We offer guidance on how to properly fund your Trust.

5) FINISHED

Trust Readiness Checklist

Now that you have a better understanding about the benefits of a Living Trust. I ask for you to look at the “Trust readiness checklist” to see if a Living Trust is right for you and your family.

· I own Real Estate
· I want to avoid the New Mexico Probate process (often 9 - 12+ months)
· I want Privacy
· I want someone I trust in charge if I am incapacitated
· I want clear instructions for my family.

Congratulations!

If you checked off two or more boxes, congratulations, you are the right candidate for a living Trust, and we can confidently assist you in protecting your family. We are experienced Albuquerque Estate planning lawyers and living trust lawyers. We offer a No Stress phone call, and we are ready to start protecting your family. Call us today or book a free strategy session!