Trust Recommendations

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The Something Awful Forums > Discussion > Ask/Tell > Business, Finance, and Careers > Trust Recommendations

Sundae: Dec 1, 2005

kansas posted:

We're getting to the point in life where I'm thinking it might be wise and justified to setup a trust. If we were to pass we'd have a sizable estate ($2m in investments, $4m in life insurance, $1m in real estate). Main goal would be to avoid probate.

Vanguard and Fidelity are the go-to for investing but is the same true for trusts? Most of our investments are already in diversified vanguard funds. My research seemed to indicate that vanguard won't do any real estate which is annoying because I don't want to setup two trusts.

Any particular companies or services I should check out? Any trust services that target financially savvy DIYers?

If you're employed by a major company, check out your benefits website and look for those little extra bennies nobody ever pays attention to. A lot of companies offer Group Legal Services as a benefit. These will usually pay in full for a law firm to build and draft up all the trust documents with you. See if you have that benefit before going and doing a bunch of extra work / paying $$$ for things.

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The Something Awful Forums > Discussion > Ask/Tell > Business, Finance, and Careers > Trust Recommendations