What is a living trust?
Estate PlanningWarren Team
Quick answer
A living (inter vivos) trust is a legal entity created during your lifetime that holds your assets. You manage it as trustee while alive; on death, a successor trustee distributes assets to beneficiaries, bypassing probate.
The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions. Read our disclaimers.
All questionsGet an answer built on your own numbers
Warren reads your accounts, then answers questions like this one with your real income, taxes and goals in mind.