Your Path to Peace of Mind
Are you a millennial with a modern financial plan, or 55+ and ready to prepare your assets for retirement? The Trust Department was created to protect families .
If you are preparing to transition into an Active Living Community, or welcoming a new addition to your family, The Trust Department has a team of experts to help you buy or sell your house with our stress free process.
Who doesn't want to fill their retirement with golfing and grandkids? Seniors work with our trusted Financial Advisors to coordinate funds into lifetime income producing products. You may be a candidate to boost your pension and 401K with annuities, for extra monthly income.
For the new parents, we offer packages that come with an Appointment of Guardianship For Minor(s).
We believe that every person deserves the peace of mind that comes with a well-crafted estate plan. Our team of attorneys span 49 states, and work with both individuals and businesses.
A Revocable Living Trust is an entity created to transfer assets to beneficiaries with Contract Law, instead of Probate Law.
Probate freezes your assets for 6 months minimum, and probate lawyers can cost up to 10% of your entire estate. Our Revocable Living Trust Packages streamline the process of asset protection and are offered at an affordable low Flat Fee.
Each fully customizable Revocable Living Trust package is designed to meet the unique needs and goals of our clients, allowing them to maintain control over their assets while providing for the smooth transfer of wealth to their chosen beneficiaries.
A Proven Approach
We understand that estate planning can be a complex and intimidating process.With our national team of attorneys, we've streamlined our services to offer comprehensive Living Revocable Trust packages at a competitive flat fee, ensuring transparency and affordability every step of the way.
Why Us?
What sets The Trust Department apart is our commitment to affordability without compromising quality. Founded by two mothers, we understand that financial constraints should never be a barrier to protecting your loved ones and preserving your assets. By offering competitive flat fee packages, we are able to offer our Estate Preservation Services to businesses and individuals at every income level.
Our Team
Cheryl Stasny - Founder
Cheryl Stasny
Cheryl began her career in real estate in 2014. She helped individuals grow their estates by buying and selling in the right places, at the right time. Then, she began helping real estate investors buy additional properties to generate lifetime income. Cheryl later joined with Financial Advisors and earned her health and life insurance license to add annuities as additional vehicles for her clients to use in their retirement plans. As a mother herself, Cheryl understood the importance of providing a secure future for her clients and their families. Cheryl's commitment to her clients extends to long-term support. She recognizes that life is ever-changing, and as families grow and circumstances evolve, estate plans need to be regularly reviewed and updated.
Traci Diamond, J.D. - Co Founder
Traci Diamond is a compassionate and dedicated attorney. Traci graduated from the University of North Texas in 2010 with a B.A. in General Business with a focus on Finance. After graduation, Traci attended Thomas M. Cooley Law School at Western Michigan University where she earned a Juris Doctor in May of 2013.
What sets Traci apart is her commitment to affordability. She firmly believes that creating a trust should not be a luxury only available to the wealthy, that everyone should have access to affordable legal solutions. She has made it her mission as a Mom, and an attorney, to help individuals and families protect their assets and secure their future through the establishment of affordable Revocable Living Trusts. Traci works closely with her clients to develop effective solutions that align with their situation, safeguard their assets, and protect their loved ones without breaking the bank.
Site Content
Our Most Popular Revocable Living Trust Package includes:
- REVOCABLE LIVING TRUST
- CERTIFICATE OF TRUST
- DURABLE POWER OF ATTORNEY
- MEDICAL POWER OF ATTORNEY
- POUR OVER WILLS
- FUNDING MEMORANDUM
- OTHER DOCUMENTS UPON REQUEST
Why Partner with us:
We value collaboration. Partnering with Lenders, Hospitals, Funeral Homes, Senior Communities, and more allows us to offer affordable estate preservation services to your clients, residents, and tenants to bring additional value to the service(s) you already provide.
By letting us serve as your Trust Department, you can provide your clients with access to our comprehensive Living Revocable Trust packages at competitive flat fees. Our trusted expertise and commitment to affordability will complement your services and enhance the value you provide to your clients.
Benefits of partnering with The Trust Department:
- Comprehensive Living Trust Solutions: We offer well-crafted Living Revocable Trust packages that address the unique needs and goals of your clients. Our packages cover all essential aspects.
- Real Estate - regardless of the goal being to downsize or upgrade, our team of real estate advisors have experience, insight, and current market knowledge to guide your clients down the right course of action.
- Streamlined Process: We have optimized our trust creation process, utilizing virtual consultations to ensure efficiency and convenience for both you and your clients. Our streamlined approach reduces costs, and saves time while accomplishing objectives.
- Expert Guidance: Life Insurance, Annuities, 401K, Pensions, all have a place in creating the correct financial plan for the individual. We simplify complex concepts, ensuring your clients feel confident and informed.
- Collaborative Partnership: We believe in open communication and collaboration. By partnering with us, you'll have direct access to our team, enabling us to work together seamlessly in serving your clients' needs.
To explore the possibility of a partnership with The Trust Department, we can arrange a meeting to discuss the details further. Please provide your contact information, and our team will reach out to you to schedule a conversation.
Thank you for considering a partnership with The Trust Department. Together, we can help more individuals and families achieve peace of mind for generations to come.