Product Details:

Family Trust Formation

Legal Forms

Family Trust Formation

This is our online intake form to create a Family Trust

Add to Cart
Members Only DISCOUNT $700 OFF

Secure your family's financial future with Utah REIA's online Family Living Trust Service powered by Breglio Law Office & REI Legal! Tailored to benefit your children, spouse, or other loved ones, our trusts are essential tools in estate planning. You'll simplify the inheritance process, bypassing the costly and public probate court. Our service guides you through naming guardians, appointing trustees, and appraising assets for a complete estate solution. Utah REIA members, take the step to protect your family's legacy today.The investment for this trust is just $1995! Become a Utah REIA Member to save $700 off! 

LIMITATIONS

1. There is very little customization to the documents. Other than your allocations to beneficiaries, there are no customizations. We will let you know if your request exceeds our limitations.

2. You will fill out this online intake and we will provide the documents to you in PDF format for review via email. If you have any questions, you may schedule one (1) follow up phone call to answer your questions. There is no other consult with an attorney. 

3. You will then print your documents and will need to execute them in front of a notary with your witnesses in attendance. Signing is not included in the discounted fee for the estate plan. If you want to schedule a time to come in to our office to sign, an additional Signing Fee will be assessed and you will need to bring in your witnesses.

4. The documents include 1) the Family Living Trust, 2) Wills, 3) Powers of Attorney, 4) Living Will (Health Care Directive), 5) HIPPA release, and 6) Burial instructions only.

5. Typical additional documents would include a Warranty Deed to fund your residence into the trust and Transfer on Death Agreements to connect your LLCs to the trust. These are add-on services that you can choose below.

Note: Please ensure you consult with legal professionals for advice tailored to your individual circumstances. This service is intended as a general guide for Utah REIA members.

Upon completion of payment, you will get a confirmation screen with a DOWNLOAD button. You will be give access to a document that will contain access to your online intake from. If at any time you need access to this form you my do so by logging in going to "My Account" then "My Downloads".

Order Now: $1,995.00

 

Contact Us

Utah Real Estate Investors Association
  • (801) 613-7760
  • 1042 E Fort Union Blvd Suite 425
  • Midvale, UT 84047

Proud Chapter of National REIA

Newsletter

Stay updated with Utah Real Estate Investors Association.


Privacy and Security Policies

Your email will never be shared or sold to other members, vendors or any other third party without your consent.
Privacy Policy   -   Security Policy

Disclaimer

www.UtahREIA.org  (Utah Real Estate Investors Association) does not give legal, tax, economic, or investment advice. Utah REIA disclaims all liability for the action or inaction taken or not taken as a result of communications from or to its members, officers, directors, employees and contractors. Each person should consult their own counsel, accountant and other advisors as to legal, tax, economic, investment, and related matters concerning Real Estate and other investments.   

Copyright 2024 © Utah Real Estate Investors Association  All rights reserved.

This REIA Website is powered by: Real Estate Promo.