Couple's Trust Plan

This package includes the following:

• Initial Meeting

• Planning Meeting 

• Revocable Living Trust for couple with outright gifts to beneficiaries (Joint)

• Declaration of Trust

• Certification of Trust Establishment and Authority

• Assignment of Personal Property Declaration

• Instructions for the Distribution of Personal Property

• Transfer of Residence to Trust Deed 

• Assignment of Business Interest to Trust Document 

• Request Bank Account Transfer to Trust Letters

• Request IRA Change in Beneficiary Letters (Discuss “Living Trust” v. “IRA Beneficiary Trust” as beneficiary)

• Request Investment Account Change in Beneficiary Letters

• Request Life Insurance Policy Change in Beneficiary Letters

• Pourover Will

• Durable Financial Power of Attorneys

• Durable Healthcare Power of Attorneys

• Advanced Healthcare Directives (“Living Wills”)

• HIPAA Authorization and Waiver

• Final Disposition Instructions

• Custom drafting for specific wishes after working documents created pursuant to client questionnaire

• Plan Review and Signing Meeting

Cost: $900 – or – $1,200 w/ sub-trusts for children or other beneficiaries