Get clear, straightforward answers to common questions about living trusts, estate documents, our preparation process, and what to expect when working with My First Trust.
Living Trusts & Probate
Our Document Service Role
Updating Your Trust
Learn how a properly created and funded living trust may help certain assets pass outside probate, and why properly transferring assets to the trust is an important part of the process.
My First Trust provides human-guided estate document preparation and process support. We are not a law firm and do not provide legal advice or legal representation.
Learn about common reasons estate-planning documents may need to be updated, such as changes involving beneficiaries, trustees, family circumstances, property, or other assets.
Estate planning can raise questions ranging from the basics to more detailed matters. Below are some of the topics we frequently help clients better understand. Contact us if you would like to discuss any of these questions or something not listed here.
What is a revocable living trust?
What is the difference between a will and a living trust?
What documents are typically included in an estate plan?
Does creating a trust automatically transfer my property into it?
Can I change my trust later?
Can My First Trust prepare documents for both individuals and couples?
Can business interests or LLC interests be included in a trust?
What information will I need to provide?
How does the document-preparation process work?
Does My First Trust provide legal advice?
What happens after my documents are prepared?
How do I know which service option is right for me?
Still Have Specific Questions?
Have a question that isn’t covered here? Contact My First Trust to learn more about our document-preparation process and available service options.