Step 1 of 5
Form 706 & Revocable Trust Structure Ready
Family Topology & Fiduciary Tree
Identify marital status, children, special needs beneficiaries, and emergency guardians.
Gross Estate Estimate
$1,850,000
Under Federal Exemption
Phase 3 of 5 • Document Drafting & Assembly
Vault ID: #VT-8802-ST
The Sterling Living Trust & Dynasty Preservation Architecture
Grantors: Arthur Sterling & Beatrice Sterling • Governing Law: State of California
Milestone Roadmap to Execution & Funding
4
4. Signing
Notary Ceremony
5
5. Funding
Deed Transfers
Trust Funding & Retitling Ledger
Unfunded assets risk expensive probate court administration.
742 Evergreen Terrace (Residence)
Assessor Parcel #902-18-04
Deed Sent to County
Vanguard Brokerage Account
Certificate of Trust provided to custodian
Retitled to Trust
Sterling Architecture Group LLC
Assignment of 50% Member Interest
Assignment Drafted
Secondary Checking (Wells Fargo)
Requires POD / TOD Beneficiary designation
Probate Risk
Estate Distribution Visualizer
Simulate estate division upon the passing of the surviving spouse.
Total Distributable Trust Estate
$1,850,000
Specific Bequests
$25,000 (Pet Trust)
Net Residuary Estate
$1,825,000
Julian Sterling Trust (50%)
$912,500
1/3 @ 25, 1/2 @ 30, Bal @ 35
Charlotte Sterling Trust (50%)
$912,500
1/3 @ 25, 1/2 @ 30, Bal @ 35
Assets held in descendant sub-trusts remain shielded from future divorces, lawsuits, and creditors.