Living Trust Builder

Complete Living Trust Documentation Software



Designed Especially for Entrepreneurs and Business Owners.  If you’re single and have assets over $600,000, or combined assets of $1,200,000 if you’re married (or have parents or grandparents who fit into this category), you need a living trust. Without one, you’ll be giving hundreds of thousands to the government when you die, rather than passing your hard-earned assets on to your heirs. Living Trust Builder gives you the mechanisms and sound planning advice that can save you from paying estate taxes, gift taxes and probate fees.  Protect your family, business and estate!




Living Trust Builder Included Documents:

• Organizing Your Estate
• Probate, Estate Taxes, Incompetence & Other Bad Things
• Guardianship for Minor Children
• How Does a Living Trust Differ From a Will?
• What Are the Benefits of a Living Trust?
• Information Collection Form
• Net Estate Worksheet
• Components of Your Trust
• Single Person’s Trust
• Married Trusts
• Children’s Trusts
• Pour-Over Wills
• Powers of Attorney
• Assignment Deed of Trust
• Quitclaim Deed
• Transfer of Assets Letter
• After Death Checklist
• Amendment to Trust
• Revocation of Trust
• Directive to Physicians (Living Will)
• Advanced Estate and Business Planning
• Qualified Domestic Trust (QDOT)
• Insurance Trusts
• Family Limited Partnership
• General Partnership Agreement
• Corporate Buy-Sell Agreement
• and more

• Windows 95, 98, Me, 2000, NT, XP, Vista
• Pentium II 300MHz or better processor
• 32 MB RAM or more
• 40 MB free hard disk space
• 4X speed CD-ROM drive or faster
• Mouse
• Printer
• Works with 602 Pro (included)
• Compatible with most word-processing software and spread-sheet software (including: Microsoft Word, WordPerfect, ClarisWorks, Microsoft Works, Ami Pro, Professional Write, WriteNow, Microsoft Excel, Lotus 1-2-3, and Quattro Pro)

• G3 (350MHz) or better
• System 8, 9, or 10
• 32 MB RAM or more
• 10 MB free hard disk space
• 4x speed CD-ROM drive or faster
• Mouse and Printer for printing
• Requires a word-processing and spreadsheet software such as:
• Microsoft Word, WordPerfect, ClarisWorks, Microsoft Works, Ami Pro, Professional Write, WriteNow, Microsoft Excel, Lotus 1-2-3, Quattro Pro.