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: $800 – or – $1,200 w/ sub-trusts for children or other beneficiaries

©2019