Give your family clarity.
The new Montane Life Trust.
For many, a trust remains a convenient way to protect your family assets. The new Montane Life Trust completely re-invigorates this century-old invention to add even more flexibility to your legacy plans. With new terms that keep your family affairs and financial matters private, the Montane Life Trust is the perfect blend of full-size asset protection and outstanding tax rule flexibility.
Your beneficiaries matter.
Give them faster access to their inheritance.
Traditional Wills can take months, sometimes years, to administer. Montane Life Trust is a new Montane-designed interface between you, your assets, and your beneficiaries. It provides seamless transfer of your assets after you die with no need for lengthy procedures and paperwork. So your beneficiaries can enjoy simple, fast – yet sophisticated – access to their inheritance.
Keep money in the family.
Unlike a traditional Will, there’s no need for costly estate administration fees with Montane Life Trust. Pass your inheritance to your beneficiaries simply and easily, so your loved ones get the full enjoyment of what you’ve worked for.
Fully-loaded asset protection.
Keep assets safe from your creditors. Montane Life Trust separates family and business assets from personal ownership. So you can safeguard what you own.
Powerful privacy.
Powered legally.
Keep private what you own, what and to whom you owe and who’ll get your assets.
Unlimited command of your affairs. Even if you become incapacitated.
The carefully appointed Trustee of your Montane Life Trust seamlesslessly administers your personal and financial affairs should you become incapacitated. The detail of the instructions you give your Trustee is endless. So you remain in charge – even during challenging times.