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Estate Planning Document Package Contents
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Document
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General
Description
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| Revocable
Trust Documents |
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Full length Revocable Trust
for husband, wife and children. This Revocable Trust contains
a Disclaimer Trust which is used for estate tax planning
purposes. |
| Self
Proving Certificate of Trust |
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Declares the Revocable Trust to be in existence. |
| Certificate
of Trust |
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Certificate that can be presented to banks,
financial institutions, financial planners and investment
advisors, and/or life insurance agents proving the existence
of the trust without having to actually show them the
trust itself. |
| Assignment
& Bill of Sale |
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Transfers all personal property (untitled)
to the trust. |
| Comprehensive
Transfer Document |
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A 'catch all' document setting forth your
desire to transfer everything you own to your Revocable
Trust. |
| Pour
Over Wills for Both Spouses |
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Wills designed to catch assets that were
inadvertently not placed in the trust and requests that
the probate court transfer such assets to the Revocable
Trust. |
| Marital/Community
Property Agreement |
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Arizona, Idaho, Louisiana, Nevada, New Mexico,
Texas, Washington and Wisconsin. Has the effect of classifying
all marital assets as community/marital property. Great
care should be exercised in using this document as there
may be instances where such a classification is not desired. |
| General
Durable Power of Attorney for Both Spouses |
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A general durable power of attorney for
financial affairs allows you to appoint an agent (typically
referred to as an "attorney-in-fact") to make your financial
decisions for you if you are incapable of making them
for yourself. The power of attorney is designed to avoid
the expense and time delay involved in petitioning the
court for the appointment of a guardian. It also allows
you to appoint a guardian of your choice in the event
that a court appointment becomes necessary. |
| General
Durable Power of Attorney for Health Care for Both Spouses |
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A durable medical power of attorney (also
referred to as a durable health care power of attorney
or an advance directive) allows you to appoint an agent
to make your medical decisions for you if your incapable
of making them for yourself. You can give your agent instructions
as to what type of medical care you want or do not want,
including the authority to withhold or withdraw life-sustaining
procedures, if you so desire. Without a properly drafted
and signed durable medical power of attorney your spouse
and/or children may not be able to control your medical
care. |
| Letters
of Instruction Requesting that Certain Assets be Re-titled
in the Name of the Trust. |
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It is imperative that all your assets, especially
the probatable ones, have their ownership transferred
to the Revocable Trust. Because of this importance, your
Revocable Trust package includes over 14 different
types of letters and instructional requests that you
may sign and present to you bank, financial planner, insurance
agent and the like such that your assets will be properly
re-titled. |
| Revocable
Trust Estate Planning E-Book. |
|
Your Revocable Trust package includes an
e-book with step by step instructions as to how to create
your Revocable Trust estate plan. The system uses Microsoft
Word and is an automated process. All you need to do is
fill out a template and press a button. The software does
the rest. |
