Revocable Living Trust (RLT) sample download from Wealth Docx

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The Revocable Living Trust (RLT) is an essential part of any estate planner’s toolkit. RLTs are also known as “living trusts” because they benefit your clients during their lifetime and they can be altered, changed, modified, or revoked if your client’s circumstances or goals change. It’s no wonder RLTs are so popular—they allow your clients to avoid probate, minimize taxes, provide organization, maintain control, and provide for themselves and their heirs.

Download WealthCounsel’s sample RLT today to see what a document drafted with Wealth Docx® looks like. You’ll also get a sense of what you could be providing your clients. We think you’ll like what you see and you’ll like how WealthCounsel can simplify drafting in your practice.