Your Trusted Estate Protection Pro

Hi. I’m Rob West. I specialize in simplifying complex financial matters. I’ve been a financial professional for over forty years, and I want to help you take advantage of the same planning and investment vehicles the wealthy have been using for years.

As an estate/probate & trust paralegal, I’ve seen it all, from probate courts redistributing someone’s hard-earned wealth to families fighting over their “fair share.”

As your trusted advisor, I believe everyone should have an estate plan in place to preserve, protect, and pass along their wealth according to their wishes, not someone else’s before unexpected circumstances arise. If you believe the same, let’s talk.

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A Few of My Happy Clients Say...

I hope you guys help 100’s and 1000’s of good people like the group last night. Since I have known you over 10 years now, I have always looked up to your knowledge of the world and you always opened my mind up to thinking outside the box when it comes to how the world truly operates. 99.9% of humans have no clue on how they are used by the economic systems of the Rothchild’s etc.

Mike / Goodwin Ins Agency - Aurora, CO

I have known, Rob West for seven years. I have done several successful deals with him. I respect him for his integrity, business acumen and his compassion for success and helping others to achieve their goals. Rob has also been a mentor to me in personal business affairs.
I am excited about his new business project and am excited for him and my family as well.

Jerry Kolker / Retired CEO Mortgage Banker

I first met Rob West in 2006 when I attended a financial seminar to increase my own financial knowledge. We spoke and I asked if he would be available to speak with several of my clients who were struggling with advanced financial questions. Of the many people I met while trying to find help for my contacts, Rob was the only professional who truly spent time and energy to understand and help these people versus simply trying to sell them a different financial product. As an expert regarding our money system and a recognized authority regarding banking and complex financial strategies, Rob is a frequent guest on radio and talk shows.

Shari Peterson / Minister, Counselor, Author Of The View From 13F & Co-Founder And Owner Of RME Advisors, LLC

Own Nothing but Control Everything

Do you know what Nobel, Rockefeller, Hershey, Mellon, DuPont all have in common? They all protected and preserved their wealth and legacy through proper estate planning. As a result, they never had to worry about debtors, creditors, or even ex-spouses taking portions of their assets.

There’s no doubt these were very savvy-businessmen. You’re probably thinking, “They all used fancy, complex accounting practices, and I can’t afford that.” But what if you could? What if you could use the very same financial vehicles these wealthy business owners used to protect their assets?

I believe that everyone should be able to preserve, protect, and pass along their wealth according to their wishes, not someone else’s. And I do this using similar strategies as the Rockefellers.

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What Is an Estate Plan?

For anyone who dies intestate (meaning having died without a Will or Estate Plan), each state has written laws that will distribute assets for you. The dilemma is, your family will rarely like the results. Intestate distributions guarantee government involvement and the loss of control of your property until distribution is made to the heirs that government chooses. Considering the number of divorces and with children from previous marriages living in other households and with second and third marriages being a common event, property distributed through intestate laws will often not be given to the individual(s) you wanted to receive your assets.

Almost anyone who owns a house or property or has a family should create an estate plan. Your age or the amount of your wealth should have little to do with your decision to plan. A good estate plan ensures that your hard-earned assets will pass intact to those you list as your beneficiaries instead of government bureaucrats or to individuals outside of your immediate family who may unintentionally receive your assets. It should also provide asset protection during your lifetime and not just when you die. Losing assets to a nursing home or to law suits during your life are clearly unwanted events that a properly planned estate plan will avoid.

An estate plan is an assortment of legal documents created to help you accomplish specific goals. These goals may be to avoid probate at death, transfer assets to loved ones without outside interference or delays, reduce expenses, maintain estate privacy, maintain control of assets during a disability and more. The foundation to a good estate plan almost always contains some type of living trust, a pout-over will, power of attorney documents for finances and health, a living will, plus other supporting documents that will organize and spell out your wishes to your family in the event of your death or disability.

A Will is a legal document which describes how you want your assets distributed at death. The will is created during the life of the individual who creates the document (a testator) but it does not become active until the testator dies. At death the actual distribution of assets to beneficiaries, however, is controlled by a legal process call probate. Probate is necessary since the executor to the will has no authority to transfer assets or proceed with the steps of probate unless the probate judge provides the authorization to proceed. Upon your death, the Will becomes a public document and is available to be seen by anyone. When your Will is probated by the probate court, your family will lose control because all control now shifts to the court and probate attorneys. Probate is almost always time consuming and expensive, and common opinions are that it should be avoided at all costs.
A living trust is also a legal document that is created during the lifetime of the creator (who is called a Trustor). Just like a Will, a trust will also specify how you want your assets to be distributed upon your death. Unlike a will however, a living trust is active and provides many living benefits during the life of the creator. In the event of a disability a trust allows you or a responsible family member that you have appointed to remain in control of your assets. When a trust is created, some or all of the assets you own are re-titled in the name of the trust (call funding) and are managed by a person called a trustee. The trustee is appointed by the trustor and in most cases, the trustor appoints himself/herself to act as trustee so they can continue to manage the assets of the trust.

When death occurs, the assets held in a trust avoid probate because those assets are owned by the trust and a successor trustee takes over the management of the assets from the original trustees. The successor trustee does have the authority to settle the estate and transfer assets without going through the probate process. After all debts and obligations are settled, the successor trustee will distribute assets to the heirs based on the instructions written in the trust document.

The process of finalizing an estate through a trust is almost immediate. Finalizing an estate through probate can commonly take 12 to 18 months according to a study completed by AARP. AARP also stated the cost of Probate and legal representation can commonly cost 8% to 10% of the value of the estate. Since the probate process and the need for legal assistance is unnecessary when using a trust, the cost to settle an estate is close to nothing. In the end, there is a significant financial advantage to the individual when they own a trust vs. owning a will.

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Schedule a Free Call With Robert West and You Can Discuss Your Biggest Challenges, Struggles and Goals. You’ll Receive a Customized Plan For You.