Seamless transfer of assets
Learn more about how Montane Life Trust gives you hassle-free gifting of assets.
When you transfer assets to Montane Life Trust, the assets are no longer owned in your personal name. So when you want to gift assets during your lifetime or after death, doing so via Montane Life Trust is more seamless and hassle-free. Your Montane Life Trust remains the “owner” of the assets, but your beneficiaries still get their “benefit”.
A Double Gift
Setting up a Montane Life Trust is a double gift to your family and loved ones. First, you lay out how you wish to share your assets. Second, you set up a framework that is hassle-free so your family and friends avoid having to deal with banks and other institutions in a time of grief.
Learn more
- Learn how to avoid Probate.
- Learn how Montane Life Trust is your most useful tool for asset protection.
- Find out what happens when your Montane Life Trust ends.
- Learn how to have flexible options that keep you in control.
Contact Montane Support
Need more help? Save time by starting your support request online and we’ll connect you to an expert.