- Revocable Living Trust
- Certificate of Trust
- Pour-Over Will
- Memorandum for Distribution of Personal Property
- Burial instructions
- Financial Power of Attorney
- Healthcare Power of Attorney
- HIPPA Authorizations
- Transfer Deed for real property
* (additional fees for additional properties)
- Declaration of Homestead
* (additional recording fee)
HOW IT WORKS
A will may not be the best plan for you and your family as a will does not avoid probate when you die. A will must be validated by the probate court before it can be enforced.
A will can only go into effect after you die, it provides no protection if you become physically or mentally incapacitated. So the court could easily take control of your assets before you die.
There is a simple and proven alternative to a will; the revocable living trust. It avoids probate and lets you keep control of your assets while you are living if you become incapacitated, and allows your heirs to effectively manage your assets and estate after you die.
When you set up a living trust, you transfer assets from your name to the name of your trust, which you control and manage. You still keep full control of your estate. As a trustee of your trust, you can do anything you could do before -- buy and sell assets, change or even cancel your trust. That's why it's called a revocable living trust. You even file the same tax returns. Nothing changes but the names on the titles.
The process starts by filling out the questions in the link provided below which helps us get started on the documents. We will then set a meeting time via Zoom to review the documents, make changes and corrections. Payment is then due at that time as the documents will be sent to you via email to further review. Once you feel comfortable and the documents are to your full specifications, we will schedule a time to have the Estate Plan signed and notarized. It will then be printed and sent to you as a hard copy in the mail for you to then fully complete by initialing a few pages and then transferring your assets. Let me know if you’d like to get started by selecting one of the buttons above and filling out each question.
Select Get Started Here to begin your questionnaire.
Be sure to "Submit" your answers and
select a calendar date for our meeting!
What is Included in your Estate Plan
Your Estate Plan includes all the documents your heirs will need to manage your affiars.
The following documents are included:
the Trust document itself,
the Certificate of Trust,
Powers of Attorney for both Financial and Medical,
Personal Property Memorandum
Declaration of Remains,
a property Deed transfer for any real property you may own
* (additional properties are an additional $100 if you have more than one),
Meet with us to review your completed documents
After you have reviewed the documents and they are to your specification, the estate plan will be signed in the presence of a notary and two witnesses (not related to you). You will then have a completed and active Estate Plan!
You will then need to transfer your assets to the trust.
*Additional fees may apply for eNotary and filing property deeds with the County Recorder for your County.
YOUR ESTATE PLAN!
Want to do Your Estate Plan yourself?
We've got you covered with our new Your Estate Plan
Our New DIY Estate Plan Package has all the things you need to get Your Estate Plan done with ease and confidence.
10 Estate Plan Document Templates
3 Bonus Templates
2 E-books and more
to confidently complete Your Estate Plan