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Snug partners with Marble Law, an online law firm built for your peace of mind. Marble lawyers have extensive experience in all matters of estate planning, including the important task of funding a trust.
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Are you an executor or trustee?
Snug can help you get organized by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
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Want to get organized?
Snug can help you organize all of life's details by providing one place to store and analyze Wills, Trusts, and other essential documents. You can inventory finances, personal property, digital assets, insurance, and more.
Get started for free
Want to offer estate planning?
Snug is a complete estate planning solution built for Financial Advisors who want to save time and offer their clients more. Whether you have an UHNW client who needs their documents analyzed or a mass affluent client getting their first Trust, we can help.
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Need a Will or Trust?
Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free
Need a Will or Trust?
Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free
Need a Will or Trust?
Snug makes it easy to create a Will or Trust in under 20 minutes. Powers of Attorney and Health Care Directives are included for free with any Will or Trust, as is a year of free updates.
Get started for free
A revocable living trust is a flexible legal document that can be used to hold a wide range of assets, including real estate, investments, bank accounts, and personal property. The grantor, or individual who creates the trust, can transfer ownership of their assets to the trust and retain control over them while they are alive.
When the grantor dies, the assets in the trust will be managed and distributed according to the terms of the trust document. This can help to ensure that the grantor's wishes are carried out and that the distribution of their assets is handled efficiently, without the need for probate court involvement.
It's important to note that not all assets can be transferred to a revocable living trust. For example, some types of retirement accounts and life insurance policies may have designated beneficiaries and cannot be included in a trust. It's a good idea to consult with an attorney to determine which assets can be transferred to a revocable living trust.