Living Trust Services
Much has been written about the Living Trust, which is a most efficient estate-planning device. Unfortunately much of what has been presented has been slanted toward the point of view of the person making the presentation. Here is what a Living Trust can do for you:
A Living Trust is a legal arrangement in which you, the person creating the trust (sometimes called the "grantor") transfer money or other property to a trustee. The trustee is given the responsibility of managing the property you transfer into the trust as dictated by the terms you set out in the trust document. The trustee holds, administers and manages the property as you instruct for your benefit or the benefit of the person(s) you designate. When the term of the trust is over the trustee distributes the property to the person or entity you have designated.
A Living Trust is established during your lifetime and can either be "revocable" or "irrevocable". Both types of trusts enjoy the benefits outlined above. However, the "revocable" trust provides greater flexibility.
How Community Bank of San Joaquin Can Help
We ask that you consider naming us as your trustee. You can depend on us to:
Why Use Community Bank of San Joaquin as Your Trustee?
For more information about how we can assist you in the establishment and administration of your Living Trust, please contact us by telephone, e-mail, or in person.
COMMUNITY BANK OF SAN JOAQUIN
Products offered by Community Bank of San Joaquin Trust and Investment Services are:
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