LIVING TRUSTS

• Revocable during your lifetime
• Becomes irrevocable after your death
• NO PROBATE
  • Property is easily transferred to your beneficiaries
  • A Living Trust is less costly than probate
  • A Living Trust is less burdensome for Beneficiaries than probate
• Our Standard Living Trusts Include:
  • Revocable Living Trust
  • Durable Power of Attorney for Assets
  • Durable Powers of Attorney for Healthcare
  • Durable Power of Attorney for Healthcare or Advanced Directive, Living Will, Nomination of Conservator, Appointment of Guardian, and Anatomical Gift
  • Trust Certification
  • Pour-Over Will
  • Assignment of Furnishings and Personal Effects
  • Organized in a professional quality binder with tabs and inserts
  • Plain English summaries of documents and their purpose
  • Funding instructions with enough clarity to allow you to easily transfer assets to the Trust

Additional Estate Planning Documents to Suit Your Needs

• Separate Property Agreement
• Spendthrift Trust – to protect assets when a Beneficiary has money management problems
• Asset Protection Trust – to safeguard property from creditors
• Pet Care Trust – to ensure your animals are properly cared for

Educational Trust – for the education or training of your Beneficiaries