This document creates the entity to which you transfer ownership of your assets and also contains your instructions for managing your assets during your lifetime and for their distribution upon your death. ELIMINATE probate and optimize estate tax law.

REVOCABLE LIVING TRUST


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We are comprised of licensed, bonded and insured, Legal Document Assistants, Independent Insurance Producers, Realtors, and Certified Financial Planners. ULTRA Advisors are not attorneys and cannot lawfully provide legal advice or representation.