IE’s Mobile Wills & Trusts

For Inland Empire residents, a primary reason to establish a trust is to bypass the often lengthy and public probate court process. Holding assets in a trust typically allows for more efficient and private distribution to your chosen beneficiaries, saving your loved ones’ time and potential stress during a difficult period. This allows for a faster and more private estate settlement than relying solely on a will.

Beyond avoiding probate, a trust offers you greater control and privacy over your assets. You dictate exactly how and when your beneficiaries receive your assets, perhaps staggering distributions over time or setting conditions for their inheritance. Unlike a will, which becomes a public record, a trust ‌remains a private document, keeping your financial affairs and the details of your estate confidential among the parties involved.

Furthermore, trusts provide invaluable asset management for beneficiaries, like minors or those with special needs, who might be unable to manage a lump-sum inheritance. Appointing a trustee allows you to manage these assets responsibly according to your specific instructions, ensuring your loved ones’ well-being as you wish, long after you are gone. Foresight and care in handling your legacy give you peace of mind. IE’s Mobile Wills & Trusts offers convenient mobile notary services to complete your trust documents at your location.