Looking for Help?

Find answers to your questions

What does a Joint Trust involve?

"We only offer Joint Trust for spouses living in a community property region. A Joint Trust is a single Trust document that covers both spouses, and provides provisions for what happens on the death of each spouse. We feel this is the best option as it provides significant benefits from a tax and legal perspective, and more closely matches the way laws are set up in your region. You can learn more through this article here: A Complete Guide to Joint Trusts"

Updated on 01 Apr 2024