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Marlene Cooper Law

Living Trust Package*

Each trust estate plan created by this office includes the following:

  • Revocable Living Trust
  • Schedule of Trust Assets
  • Bill of Sale
  • Comprehensive Transfer Document
  • Certificate of Trust
  • Pour-Over Will
  • Durable Power of Attorney
  • Advance Health Care Directive
  • HIPAA** Release and Authorization
  • Nomination of Guardian for Minor Children (if applicable)
  • Community Property Agreement (if applicable)
  • A Wallet Identification Card for use in titling subsequently acquired assets
  • An Estate Plan binder which contains copies of your estate planning documents, a place to record information concerning your assets, a place to record information concerning your burial/funeral preferences, instructions to successors and a list of suggested documents to keepĀ in your binder for a complete “roadmap” of your estate

*Includes: An initial private meeting with the attorney to “brainstorm” and devise a plan that is custom tailored to the client’s circumstances and desires; a second private consultation with the attorney to go over drafts to further refine the estate plan and insure that the client understands the plan; final meeting for execution of documents.

**Health Insurance Portability and Accountability Act of 1996 (medical records privacy act)

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