When’s the last time you updated your trust document? Or, maybe your life circumstances have you considering one for the first time. No matter your situation, the process of changing or setting up a trust might be unfamiliar to you. We understand. The whole process is just not top of mind until, one day, it is.
Trusts are vehicles designed to protect and transfer wealth, but if you’re like many people, you don’t review your trust documents very often, or make changes to them. Many of us are part of the “set it and forget it” crowd until some life event, or just the sheer passing of the years, makes us think: “We probably should take a look at our trust and estate planning documents.” And then there’s the immediate follow-up surprise: “How many years has it been? Can’t be!”
Well, all that passing time, or just the unfamiliarity of a new trust, can leave you at a disadvantage when it comes to coordinating your investment management account titling and beneficiary designations with your trust documents. But here’s the good news. Let SJS Investment Services know your intentions, and we can help set your mind at ease.
As your investment advisors, we are here to help you through the process. That’s the first and most important reason to give us a call when you are considering a trust or making changes to the one(s) you have. It’s not enough to simply update your trust documents; you also have to implement your plan. Working with you and your estate planning professional, we’ll help you take care of changing beneficiaries on all your accounts, updating account titling, and all the other tedious but crucial tasks required to put your estate plan into action. As a client of SJS, please know that you have a partner to help you reach the finish line!
Also, let us know about any life transition you might be experiencing. Maybe it’s a marriage, the birth of a child, the loss of a spouse, a recent inheritance, a divorce, a new home, or a business sale. There are so many life situations. You’ll be comforted to know we have been there for our clients through them all. Many times!
We can help you navigate all of the forms and documents needed to change your name, address, beneficiaries, and so on for your investment accounts. When you work with SJS, your wealth isn’t the only thing we take care of. We take care of you. That’s why we’re here!