299Trust.com

05/13/2026

Avoid probate and keep your estate private — even in Illinois. Our new guide, "Living Trust Illinois: How to Avoid Probate and Protect Your Estate," explains how a revocable living trust can speed up transfers, reduce court involvement, and prepare for incapacity. Read practical steps, tax considerations, and why many Illinois families choose a trust over probate. https://wix.to/rSwhsd9

A living trust Illinois plan lets you transfer property to your loved ones without probate, keep your affairs private, and prepare for incapacity without court involvement. Illinois probate is slow, public, and expensive. And while the federal estate tax exemption sits at $15 million per person, Ill...

04/23/2026

Trustee vs Executor: two roles people often confuse—but mixing them up can leave gaps in your estate plan. Our latest blog breaks down who does what, when each is appointed, and practical tips for choosing the right person. Read more: https://wix.to/KGhqbaz

The trustee vs executor question comes up in almost every conversation about estate planning, and the answer shapes which documents you actually need. Both roles involve managing someone's money and property, both carry real legal responsibility, and both are often filled by a close family member. B...

04/22/2026

Who is a successor trustee — and why does picking the right one matter? Our latest guide breaks down duties, when they take over, and how to choose a reliable person or institution to protect your family and assets. Read the full article: https://wix.to/lkmvYba

Key takeaways: responsibilities during incapacity and after death, backup options, and decision tips. Share with someone planning their estate.

A successor trustee is the person or institution you name in your living trust to step in and manage your assets if you become incapacitated or after you pass away. Every revocable living trust needs one, and ideally a backup. Choosing the right person is one of the most important decisions you will...

04/07/2026

Wondering if you need a trust — and at what net worth? The short answer: there’s no legal minimum. If you own a home, have minor kids, or live where probate is costly, a revocable living trust can save time, money, and stress. Read our clear, practical guide to help decide what’s right for your family. https://wix.to/Xa4rxoM

If you are wondering at what net worth do I need a trust, you are not alone. It is one of the most common estate planning questions families ask, and the answer is simpler than most people expect. There is no legal minimum net worth required to create a trust. Anyone can set one up regardless of how...

04/06/2026

What is a pour-over will and why might you need one? A pour-over will acts as a safety net for assets not transferred into your living trust — it “pours” them into the trust at death so they’re distributed per your trust instructions, not by the courts. Learn how it works, when it’s useful, and what to watch for in our latest blog. Read more: https://wix.to/eMEdvWC

A pour-over will is a specialized type of will that works alongside a living trust. Its job is simple: any assets you own at the time of your death that were not already transferred into your living trust get "poured over" into the trust automatically. From there, those assets are distributed to you...

03/24/2026

Thinking about putting your house in a trust? Our broker's guide walks you through each step — creating a living trust, preparing and notarizing the deed, recording it with your county, and notifying your lender and insurer. Save time, avoid probate, and protect your most valuable asset. Read the full guide: https://wix.to/gafUglV

03/20/2026

Why every elderly parent needs a Power of Attorney — and how to make sure their wishes are honored. Our latest article breaks down medical, financial, and legal powers, who should be the agent, and steps to set it up so you and your family are prepared. Read more: https://wix.to/mXk0KAr

Why Every Elderly Parent Needs a Power of AttorneyA power of attorney for an elderly parent is a legal document that allows your parent to name a trusted person to make financial, legal, or medical decisions on their behalf if they become unable to do so on their own. The person granting the authori...

03/16/2026

Arizona families — protect your loved ones and avoid probate with a living trust. Our latest guide breaks down why Arizona is trust-friendly (community property benefits, no state estate tax, and simpler ex*****on rules) and how a living trust can keep your estate out of court. Read more: https://wix.to/oRT6YBx

03/10/2026

Worried about probate in Florida? A living trust can keep your family out of court, speed up asset transfers, and reduce costs. Learn how to protect your home, accounts, and loved ones with clear, practical estate planning tips.

Read more: https://wix.to/00iSaUQ

Florida is one of the best states in the country for estate planning, but only if you plan. Without a living trust, your family faces probate, a court-supervised process that is public, can take months, and costs thousands of dollars in personal representative and attorney fees based on a percentage...

03/09/2026

Worried about probate in Texas? A living trust can protect your family, speed up asset transfers, and often save thousands in legal fees. Our latest post breaks down how living trusts work in Texas, the differences from a will, and practical steps to avoid probate headaches. Read more: https://wix.to/wxW8x3M

Texas has a reputation for simple probate, and compared to states like California, that reputation is partly deserved. Texas offers independent administration, muniment of title, and small estate affidavits that can streamline the process. But "simpler than California" is not the same as "free" or "...