Initial Planning Meeting: A meeting with your attorney to design your customized estate plan. This meeting generally lasts one hour.
Will: It directs who will receive your property, who will take care of your estate when you die, and who will take care of your minor children. If part of the Revocable Trust Plan, it will transfer to your Trust any assets not transferred during your life (with some exceptions).
Personal Property Memorandum: It disposes of tangible personal property to the person(s) of your choosing. An example is your wedding ring to your daughter.
Will Letter of Explanation: Explains your Will in easy to understand language.
Incapacity/Disability Planning: Documents and/or provisions to avoid court proceedings if you become disabled or incapacitated. This will save the vast expense, time, and stress of a Guardianship proceeding to take care of you.
Durable Power of Attorney: Authorizes a person of your choosing (Attorney-in-Fact) to act on your behalf to control your property and legal matters. It is still effective should you become incapacitated.
Designation of Health Care Surrogate: Enables a person of your choosing to make healthcare decisions when you cannot do so.
Living Will: Allows you to inform your doctors and hospitals of your end-of-life medical wishes so you can avoid a Terry Schaivo situation.
Declaration of Preneed Guardian: Allows you to name a Guardian in advance incase uninvolved family members or third parties initiate Guardianship proceedings in order to assume complete or partial control over a person’s life.
HIPPA Release: Authorizes hospitals and doctors to release your protected health information to any person of your choosing.
Personal Representative Checklist: A checklist of step-by-step instructions to the person you choose to administer your affairs immediately upon your death
Password List and Record Locator: Convenient list for digital information and important records for your PR or Trustee.
Revocable / Living Trust: Contains instructions regarding how, when, and to whom you want your property given. You can make changes or revoke it anytime during your lifetime. Avoid probate and reduce Personal Representative fees and administration expenses—The Trust assets will not be part of your probate estate, thereby reducing the time delays, publicity and expenses incurred during the probate procedure. For most clients, this means reducing administration expenses for Personal Representatives’ fees, legal fees and probate court costs.
Certificate of Trust: An abbreviated portion of your Trust you can give financial companies when they request a copy of your Trust in order to prevent your personal and financial information from being disclosed.
Trust Letter of Explanation: Explains your Trust in easy to understand language.
Funding Instructions: An easy to read document explaining how to transfer your property into your Trust.
Trustee Checklist: A checklists with step-by-step instructions to your Trustee to manage your Trust.
Customized Trust Provisions: Provisions based on your unique desires and circumstances to handle special needs, tax avoidance or minimization, or asset protection.
Signing Meeting: Your attorney will meet with you to answer any questions you have and walk through the signing of your documents.