Revocable Living Trusts: Getting Started

A revocable trust agreement is simple. You transfer assets—usually cash and securities—to the trust, naming the trustee of your choice. (That trustee may even be you.) You're the beneficiary of the trust during your lifetime. The trustee will manage the assets and pay to you the net income—or if you want additional funds, a portion or all of the principal.

Quick Tip
A living trust can be a way to manage your investments—for your benefit during your lifetime and for your family's benefit afterward.

After your lifetime, the trust becomes irrevocable. Your specified loved ones can receive lifetime income or principal from the trust, or you can have their share given to them in a lump sum, much like a regular will. When the trust terminates, the remaining assets are given to the beneficiaries you chose, often in the form of percentages. Should you choose to include PETA in your trust as a beneficiary, we can use the percentage you designate to us for our important needs.

If you'd like to remember PETA after your lifetime and leave a legacy for animals, share our bequest language to add to your living trust with your estate planning attorney.

Learn more about giving back through your will and living trust.

 Please contact Tim Enstice at 757-962-8213 or plannedgiving@peta.org if you have additional questions about supporting PETA through your revocable living trust. We're happy to help without obligation and in confidence.