REVOCABLE LIVING TRUST PACKAGE (NO DEED)
We will walk you through our easy estate planning process. When we are finished preparing your documents, you will receive your comprehensive estate plan printed and bound in a leather binder. We will also keep in touch with you via phone and email to help you finalize the funding of your trust. We are here for you to make this process simple and easy.
Our Revocable Living Trust packages are state-specific and updated regularly. Read below to find out more about the 10 documents that are included in our Revocable Living Trust Package for $695.
Note: This package does NOT include the preparation of a 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 us to prepare a deed they are $250 each and can be purchased in this shop).
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)
We will walk you through our easy estate planning process. When we are finished preparing your documents, you will receive your comprehensive estate plan printed and bound in a leather binder. We will also keep in touch with you via phone and email to help you finalize the funding of your trust. We are here for you to make this process simple and easy.
Our Revocable Living Trust packages are state-specific and updated regularly. Read below to find out more about the 10 documents that are included in our Revocable Living Trust Package for $695.
Note: This package does NOT include the preparation of a 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 us to prepare a deed they are $250 each and can be purchased in this shop).
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)
We will walk you through our easy estate planning process. When we are finished preparing your documents, you will receive your comprehensive estate plan printed and bound in a leather binder. We will also keep in touch with you via phone and email to help you finalize the funding of your trust. We are here for you to make this process simple and easy.
Our Revocable Living Trust packages are state-specific and updated regularly. Read below to find out more about the 10 documents that are included in our Revocable Living Trust Package for $695.
Note: This package does NOT include the preparation of a 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 us to prepare a deed they are $250 each and can be purchased in this shop).
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)