Estate Package 2017-06-30T13:37:29+00:00

Estate Package

Living Trust:  Avoids guardianships (Living Probate), Death Probate and reduces or eliminates federal estate taxes.

Trust Property: List of assets owned by Living Trust.

Affidavit of Living Trust: Selected portions of your Living Trust evidencing its existence.

Funding: How to transfer assets to your Living Trust.

Personal Property Letter: Specific distribution of items of personal property.

Pour Over Will: Last Will & Testament that ensures all property not in your trust at the time of your death will be placed in your trust.

Power of Attorney, Property/Financial: Authorizes someone of your choosing to manage your property in the event you become incapacitated.

Durable Power of Attorney Health: Authorizes someone of your choosing to make health care decisions in the event you become incapacitated.

Living Will: Authorizes termination of life support systems if there is no possible recovery.

Life Insurance: Summary of all life insurance policies.

Anatomical Gifts: Authorizes organ donations upon death.

Document & People Location: Where all important documents are located. A list of people to notify in case of death or incapacity.

Advanced Planning: Your estate organizer includes additional sections to easily organize your estate if advanced planning is need with additional trusts or limited partnerships.