In 2000, we started hosting seminars on the value of the Living Trust. The Wills and Last Testaments were the way most people passed their estate to their heirs, and although trusts have been around since the 1500’s, most people were not very familiar with them.
Our free living trust seminars quickly became a valuable experience for many families, and our new clients began referring their children, colleagues, neighbors and friends to our firm. Fraternal organizations such as the Moose Lodges, American Legion Posts, the VFW Posts, The Elks Clubs invited us to come and speak to their membership concerning the Living Trust. We sold these trusts to their membership at reduced costs, with a promise that we would be there for the rest of their lives.
Today we have sold over 15,000 trusts and have had over 6,000 deaths. Each and every time, the trust has performed as we assured them it would. Ultimately, we have saved tens of thousands of dollars in probate fees. We also help assisting the successor trustees and beneficiaries in distributing the wishes of the trustors.
