HAPPY BIRTHDAY GIFT CERTIFICATE - REVOCABLE LIVING TRUST PACKAGE & ONE DEED

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HAPPY BIRTHDAY GIFT CERTIFICATE - REVOCABLE LIVING TRUST PACKAGE & ONE DEED

795.00

Give them the gift that will last a lifetime for their birthday this year.

This special HAPPY BIRTHDAY gift certificate includes our full Revocable Living Trust Package and one Deed.

We will walk the lucky recipient through our easy estate planning process. When it is finished they will receive their comprehensive estate planning documents printed and bound in a leather binder. We will keep in touch with them via phone and email to help them finalize the funding of their trust.  

Our Revocable Living Trust packages are state-specific and updated regularly. Read below to find out more about the 10 documents and one deed that are included in our Revocable Living Trust Package & One Deed for $795.

Note: This special package includes the preparation of one deed. (If you own or mortgage a home(s) you need to transfer it into your trust. This is legally done through a document called a deed. If you need additional deeds for other properties they are $200 each - you can simply email us if you need additional deeds prepared and we will work with you to get it done).

What's Included: (Read specific details about each document HERE)

1- Revocable Living Trust

2- Declaration of Trust

3- Assignment of Personal Property and Business Interests

4- Funding Documents - Schedule "A"

5- Certification of Trust

6- Last Will and Testament "Pour-Over Will"

7- Durable Power of Attorney for Management of Property and Personal Affairs

8- Health Care Power of Attorney and Living Will

9- Burial and Final Instructions

10- Instructions for Successor Trustee, Powers of Attorney and Guardian (if applicable)

11- Preparation of One Deed

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