Estate Planning

Featured Blog post: Understanding Wills and Revocable Trusts

 

The following documents are available within the packages listed below, as well as individual documents.

REVOCABLE LIVING TRUST PACKAGE INCLUDES:
Revocable Trust
Certificate of Trust
Pour-Over Will
General Power of Attorney
Health Care Power of Attorney
Living Will
Assignment of Personal Property
Specific Gift List
Quit Claim or Warranty Deed
LAST WILL PACKAGE INCLUDES:
Simple Will
General Power of Attorney
Health Care Power of Attorney
Living Will
ADDITIONAL ESTATE PLANNING DOCUMENTS AVAILABLE:
Amendment to Trust
Codicil to Will
Beneficiary Deed
Deed of Trust
Promissory Note
Assignment of LLC Interest

 

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