Living Trust Insurance

Adapting Insurance…

           ...to the Estate Planner & Owner’s Needs

Beneficiaries

 

When the property is deeded into a trust, the form of ownership changes. 

 

The key to the insurance is to make sure all occupants or owners remain protected by the insurance.

 

Many times the insurance policy does not require to be re-written.

 

Insurance companies also provide multi-policy discounts.  Estate planning should not impact other policies with the carrier or affect multi-policy discounts.

 

Call Matt Locke at 1-877-MattLocke (628-8562) for Your Living Trust Insurance solution.

 

Living Trust Insurance– The Single Insurance Source for the Astute Owner

To contact us:

Phone: 678-682-9700

Fax: 678-893-9088

Toll Free: 1-877-MattLocke (628-8562)

E-mail: Paul@MattLockeandAssociates.com

 

 

Insurance Solutions

 For

 Living Trusts

 

· Life Insurance

· Real Property

· Personal-Property

· Other Assets

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