Create a customized and affordable Estate Plan to ensure your children, 宠物, 资产, future and legacy will be handled the way you want. We're excited to announce our exclusive partnership with 信任 & 将1 — the most trusted name in online 遗产规划. Take advantage today with 15% off, just for being a Cal Coast member!2
遗产规划 is setting up a plan that authorizes who will eventually receive your 资产. It also defines how you want your affairs to be handled in the event you're not able to handle them yourself. Many people think it's only about finances, but there's so much more involved! Your estate is made up of all the property you own, such as:
There are many commonalities between a 信任 and a 将, but also several differences. They both decide who will receive your 资产. One big difference if when it takes effect - a 信任 goes into effect immediately upon signing and funding, but a 将 only goes into effect after you pass. A 将 is seen as a more "simple" document, while a 信任 is a bit more complex and typically has varying types and benefits, depending on your needs.
If you're a parent of a minor then at a minimum you'll want to consider having a Nomination of Guardianship. This document specifies who will look after your children, should anything happen to you while they are still minors. This is an important legal document that is a great solution for parents that aren't ready to complete their full 将 or Estate Plan quite yet.
的目标 信任 & 将 is to make setting up your 将, 信任 or Nomination of Guardianship as simple and straightforward as possible. Here are just a few reasons why 信任 & 将 is a leader in 遗产规划: