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)