A Will just declares what you are leaving behind for your beneficiaries, but a trust is a legal mechanism that lets you put conditions on how your assets are distributed after you die and it often lets you minimize gift and estate taxes.

An Example: You have declared in your Will that your son and daughter will inherit a certain amount of money. You can place their money in a trust and stipulate at what age they will receive it.

Gale Ranch Financial Service


Revocable Living Trust

Last Will & Testament (Pour Over Will)

HIPAA Authorization

Living Will

Power of Attorney

Certification of Trust


Nominate child and/or pet guardians
Decide who will handle your affairs
Leave specific gifts (money, possessions, property, etc.)
Determine how your assets will be distributed
Exclude individuals from receiving your property
Specify your final arrangements
Note any special requests
Decide what should happen in a medical emergency
Designate health care agents
Grant trusted individuals access to your medical records
Add conditions to asset distributions
Avoid probate court


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