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Living Trust Package
The Basic Living Trust Package includes the following:
- Revocable Living Trust
- avoids Probate and certain Death Taxes for all assets transferred
into the trust
- Pour-Over Will -
appoints Guardians for your children and ensures that assets that
were not transferred into your trust are inherited according to your
wishes
- Power of Attorney -
allows a spouse or anyone else of your choice to sign documents and
handle financial affairs for you. This document is particularly
helpful in case of mental or physical disability
- Advance Health Care
Directive - gives directions to physicians and family members
regarding continuation of life support systems, organ donation,
burial, etc.
- Asset Transfer Letters
-provide all necessary information to your bank, stockbroker,
insurance agent, etc. to get assets transferred into your trust by
simply filling in the blanks with pertinent information, delivering
letters to appropriate institutions, and signing any forms required
by them.
- Preparation and
Recording of House Deed - transfers your home into your Trust
(Additional fees apply for each additional deed).
- Three-ring Binder -
organizes all of your documents in one convenient location. Also
contains forms which can be completed regarding location of safe
deposit boxes (and keys), Cord Blood Banking information, contact
information for your CPA, Financial Planner, etc., and more.
Trust Administration
We
make Trust Administration easy on you.
We will walk you through each step, one at a time, and make sure
you know what’s happening in your case. We will make sure the Trust
Administration is completed as quickly as possible.
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