Trust Add-On: Asset Expansion or Beneficiary Assignment

Do you have an existing trust and need to update or expand its scope, adding new assets or assigning new beneficiaries? As your life evolves, your trust must adapt to ensure continued protection and accurate legacy planning.

⚡️ The Solution: Seamless Trust Updates & Strategic Expansion

The Trust Add-On: Asset Expansion or Beneficiary Assignment service provides expert assistance to update and expand your current trust. This includes adding real estate, vehicles, new heirs, or business holdings to ensure your trust accurately reflects your current assets and wishes. We provide custom Schedule A and related addenda for lawful trust expansion, ensuring your trust remains robust and effective.

• ✅ Asset Expansion: Lawfully add new real estate, vehicles, and business holdings.
• ✅ Beneficiary Updates: Accurately assign new heirs or adjust existing beneficiary designations.
• ✅ Trust Compliance: Ensure your trust remains robust and effective with proper legal addenda.

Price: $497.00