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Trust-Based Estate Plan

Build a Living Trust that secures your family's future

Customized Living Trusts designed for individuals or couples, created with care by experienced professionals at Reliable Asset Management Inc.

Start Your Trust
Family Trust Planning
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Trust-Based Estate Plan

$1500 per individual, or $1800 for couples

Flexible payment options available

Our Trust-Based Estate Plan offers a reliable, attorney-approved solution to protect your assets and loved ones. By creating a Living Trust, you can avoid probate, ensure smooth transfer of assets, and maintain full control over your estate.

Reliable Asset Management Inc. helps you simplify the process with documents tailored to your family, property, and healthcare wishes.

You'll gain confidence knowing every aspect of your estate is properly organized and easily accessible when needed.

Documents Included
  • Revocable Living Trust
  • Summary of Trust
  • Certification of Trust
  • Property Assignment
  • Pour-Over Will
  • Durable Financial Power of Attorney
  • Medical Power of Attorney
  • HIPAA Authorization
  • Healthcare Directive
  • Memorandum of Wishes
Benefits
  • Choose guardians for your children or dependents
  • Decide who will manage your finances and property
  • Outline asset distribution clearly and legally
  • Exclude or include individuals based on your preferences
  • Add instructions for healthcare decisions and end-of-life care
  • Leave personal notes, wishes, or gifts for loved ones
  • Avoid delays, court costs, and probate issues
  • Keep your financial matters private and secure
Start Your Trust

Peace of Mind, Simplified

A Trust through Reliable Asset Management Inc. ensures your estate is handled according to your exact wishes — confidentially, efficiently, and with professional guidance every step of the way.

Frequently Asked Questions

What's the usual timeframe?

Most clients complete their Trust-Based Estate Plan in around 25–30 minutes, with support available at every stage.

Is this legally valid?

Yes. Our estate plans are reviewed by qualified professionals to ensure compliance with state laws and tailored to your personal circumstances.

What should I do after losing a loved one?

Our team is here to help. We guide you through collecting necessary documents and updating beneficiary details to keep your estate current and accurate.

How secure is my personal information?

We use industry-grade encryption and data protection protocols to ensure your personal information remains safe and confidential.