Create a trust for loved ones
Gift valuable items to individuals
Leave special pets to special people
Add special provisions to help beneficiaries
Use a living trust to efficiently leave your assets to your loved ones without public probate court involvement.
You don't have to be rich, estate planning is for everyone.
“After creating the Etsy store of my dreams, I realized that I needed to form a business LLC, business bank account, and a plan if (god forbid) something happened to me. I feel empowered knowing my small business will be in good hands with a trust, managed privately by the trustee I choose, and not by a public court.”
“Modern Trust makes adulting easy. I feel peace of mind knowing that the life and possessions that I work hard for are protected from probate - especially my main man and pug, Charlie.”
“I have two adult children and five grandchildren. I completed my estate planning in under an hour using the Modern Trust website. I feel secure knowing that my loved ones will be provided for when I pass.”
“After the madness of planning our wedding, we took our relationship to the next level by creating a living trust. While initially unsure if we needed a will or trust for our estate planning, we decided on Modern Trust for the privacy and ease of updating as we grow our family.”
“I was given a Modern Trust by my mom as a graduation present after I finished my bachelor's degree. Even though I don't have a lot of assets yet, my trust will describe who gets what if something happens to me. Adding assets and using the Modern Trust app was an awesome experience, and I can't wait to built on it as I enter the workforce and build my empire.”
“When Brian and I got married, we wanted to be sure that our assets were secure, so we chose a trust over a will due to the private, non-contestable nature of a trust. The Modern Trust app has a sleek design and is super user friendly - we’ll definitely be sharing the app with our in-laws.”
A living trust is a legal document that states who you want to receive your trust assets if you pass away, and who you would like to manage your trust assets if you become incapacitated. A trust helps communicate your wishes so your loved ones aren't left guessing or dealing with the probate court.
A trust is a way of holding title to the things you already own, and a place to hold things that you will acquire in the future. You can own your house, bank accounts, investments and other real and personal property in a trust. During your lifetime, you are the creator, trustee, and the beneficiary of your own trust. This kind of trust is often referred to as a living trust or a revocable trust. You can cancel, revoke, or change your trust anytime during your lifetime. After you’re gone, your trust can pass assets to your loved ones just like a will, only much more efficiently.
A trust is a document meant to be administered privately. A will, on the other hand, is a public document that usually goes through the public probate court, and almost always requires an attorney to administer and interpret. It often takes months or years to probate a will, and it can also be very expensive, sometimes costing 6% or more of the entire gross estate in court costs and attorney fees. Alternatively, with a trust, your hand-picked successor trustee can distribute your assets to your loved ones privately after you’ve passed, under the exact terms you dictated, without having to go through an expensive, public probate court process or incurring attorney fees.
Bottom line: wills are public and are usually quite expensive in the end, while trusts are private, efficient, and less expensive to administer.
A properly funded revocable trust allows you to hold assets in trust for your own use and enjoyment during your lifetime and pass them on to your loved ones upon your own terms after you’re gone, privately and efficiently, without probate. A will, on the other hand, usually has to go through a public probate court before it is considered valid, and it is often expensive and time consuming to administer. A will usually requires an attorney to administer; a trust can be administered and distributed privately without a court or an attorney.
Historically, living trusts are printed on paper and signed in front of a notary public. The private document is usually kept hidden until a person passes away or becomes incapacitated. Unfortunately, paper documents are often misplaced or lost, thereby becoming ineffective. With Modern Trust, your living trust document is always accessible online, and can never be lost or misplaced.
During your lifetime, only you can open and read your living trust by accessing ModernTrust.com and entering your own private credentials, including your user name and password. Upon your passing or incapacitation, your chosen successor trustee can then access your trust document by providing a certified death certificate to Modern Trust. Or, in the event that you become incapacitated, your successor trustee must provide Modern Trust with a court degree or evidence from two licensed physicians demonstrating that you are no longer capable of managing your affairs, after which Modern Trust will provide your trustee with access to your trust document. Finally, if you choose, you can forward an electronic copy of your Modern Trust document to your successor trustee, or to anyone, at any time.
Basically, no one can read your trust unless you say so.
Get busy living. We’ll handle the rest. Modern Trust uses the most advanced technology ensuring that your trust document is safeguarded, encrypted, and absolutely private.
Access and Change
Designed By Experienced,
Life changes. Finances change. Even families and priorities change.
Include your bank account information—checking, savings, however you manage your money.
List the financial brokerages or institutions where you grow your investments.
Own a business? Own a few? Way to be a boss! Include them.
List any real estate you own, or have an interest in, including houses, condominiums, land or commercial property.
Your life has major value. Lay out any life insurance policies.
Make sure all your retirement savings go to use. List the institutions where you have IRA's, 401k's or annuities.
Describe any special or valuable personal items or collections, and who’s special enough to receive them.
Electronically create and sign your trust, then download the mobile app for 24/7 access and make updates to your trust at anytime. It's that easy.Create Your Trust