Revocable Living Trust
Protect Your Legacy. Secure Their Future.
Service Description
A revocable living trust lets you control how your assets are managed during your lifetime and distributed after you're gone — without the delays, costs, or public record of probate court. Because it's revocable, you keep full control: you can update, amend, or dissolve the trust at any time while you're alive and competent to do so. In this session, we'll walk through: ✅ Whether a revocable living trust fits your situation and goals ✅ What assets typically get placed into the trust (home, accounts, property) ✅ How a trust helps your family avoid probate court ✅ Naming a successor trustee and beneficiaries ✅ Next steps to get your trust properly drafted and funded This session provides general guidance on trust planning and is not a substitute for legal advice from a licensed attorney. For document drafting, we'll connect you with appropriate legal resources as part of the process.
Cancellation Policy
We understand that plans can change. If you need to cancel or reschedule your appointment, please do so at least 24 hours before your scheduled We understand that plans can change. If you need to cancel or reschedule your appointment, please do so at least 24 hours before your scheduled appointment time. - Cancellations or rescheduling requests made more than 24 hours in advance: Eligible for a full refund or to reschedule at no additional cost. - Cancellations made within 24 hours of the appointment: A $25 cancellation fee will apply, and the remaining balance will be refunded. - Rescheduling requests made within 24 hours of the appointment: A $25 rescheduling fee will apply. - No-shows: A $25 cancellation fee will apply, and the remaining balance will be refunded. By completing your booking, you acknowledge and agree to this Cancellation & Rescheduling Policy. time. - Cancellations or rescheduling requests made more than 24 hours in advance: Eligible for a full refund or to reschedule at no additional cost. - Cancellations made within 24 hours of the appointment: A $25 cancellation fee will apply, and the remaining balance will be refunded. - Rescheduling requests made within 24 hours of the appointment: A $25 rescheduling fee will apply. - No-shows: A $25 cancellation fee will apply, and the remaining balance will be refunded. By completing your booking, you acknowledge and agree to this Cancellation & Rescheduling Policy.
Contact Details
+18135468300
info@templebandi.com
Temple Bookkeeping and Insurance, Merilee Place, Wesley Chapel, FL, USA