Technology-Assisted Living Trusts
Protected Families
Technology-Assisted
Living Trusts
Not Your Daddy's Trust
SERVICES
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Probate Protection
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Tax-Free Retirement
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Medical Directives
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Powers of Attorney
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Risk Assessment
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Financial Planning
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SSI Protection for Special Needs
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Charitable Remainder Trusts
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Professional Associations
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Qualified Plans
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Virtual Appointments
GETTING YOUR AFFAIRS IN ORDER
HAS NEVER BEEN EASIER!
We're here to show you there is a better way!
Everyone should be taking advantage of changes to trust laws and the use of technology to beat probate, safeguard your children's inheritance from divorce, bankruptcy & lawsuits and have the ability to keep it updated from the comfort of your own keyboard! This is not your daddy's trust - it's better!
We leverage these advances to create with you, a fully customized trust in an affordable and efficient manner! You'll always have an expert walking you through every step of the way. We even get it funded for you!
MEET STACY PEARSON
President of Protected Families, Tulsa, Oklahoma
Creator of the nation-wide, Universal Guardian Trust
Stacy has a powerful voice in the estate planning arena. Her passion to help families avoid the needless financial losses of probate and its family-fracturing repercussions has led her to become a leader in the transformation of how trust services are delivered today.
Working at every level of government, local, state and national, including as a returning speaker to the United Nations, Stacy has advocated for those without a voice. Her advocacy work led her to create the Universal Guardian Trust, available in all 50 states. Stacy has traveled the country educating audiences and training financial advisors, like herself, regarding changes to the trust laws that make it easier than ever for families to avoid probate and its needless pitfalls.
Protected Families is focused on financial planning & educational services for young families to retirees. Stacy has assembled a team of specialists who are as passionate as she is about protecting children from Probate Guardianship and seniors from needless taxation and court interference. Her team of specialists include attorneys, paralegals, financial planners, money managers and industry experts who have a mission to help families just like yours to pass on your legacy as efficiently as possible. This strategic alliance means you don't have to depend on the strength or expertise of one individual. Instead, you will have the benefit of multiple specialists, serving you from their expertise no matter your needs.
If You Know The Answers To These Questions You Are Ready!
Your Contact Info
A Trust can be set up for a single
person, a married couple, or a
blended family.
Name Equal Share Heirs
Who will be sharing equal shares of
your assets when you're gone?
Typically your children, however not all heirs have to receive an equal
share. You can also specify varying
amounts to different heirs.
Appoint Guardians of
Dependent Children
Whether typically developing minors
or dependent adults with
disabilities, you want to name who
would care for them and eventually
file for legal guardianship if
something happens to you.
Who Will Be In Charge
Otherwise referred to as the
Successor Trustee. This can be a
person or persons serving together
or alone. You can also choose a
Corporate Trustee, a regulated
professional entity that avoids family
feuding & fracturing.
Distribution Terms
Do you want everyone to receive a
lump sum or do you want built-in
protection from spend-thrifts,
divorce, creditors, or lawsuits?
Do you want it all distributed at once
or do you want some left in trust to grow?
Any Charities to Benefit
You don't have to know the answer
to this right away, but with a click of
a button you can choose to benefit
one or multiple charities when you
pass.