Revocable Living Trust Order Form:

- The trust remains under the client's complete control during their lifetime, with the ability to amend, revoke, or dissolve the trust at any time while mentally competent.

- The client typically acts as the initial trustee, maintaining the authority to manage, buy, sell, or move assets in and out of the trust during their life.

- A successor trustee, designated by the client, automatically takes over if the client becomes incapacitated or passes away, enabling private and seamless management of assets without court intervention or probate.

- Assets in the trust avoid the probate process, enabling faster and often less expensive transfer to beneficiaries.

- The trust document and its distributions remain private and do not become part of a public record, unlike a will that is probated.

- The trust can provide for minor children, dependents, or beneficiaries with special needs, specifying how and when distributions are made.

- The client can include out-of-state property in the trust, streamlining the administration and avoiding multiple probate proceedings.

- The trust provides planning for incapacity, ensuring the client's chosen person manages their property if they can no longer do so themselves, bypassing the need for a court-appointed guardian.

- Assets must be retitled in the name of the trust for the trust to control them, which requires some administrative effort.