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.