Individual Trust Plan

This package includes the following:

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  • Initial Meeting 

  • Planning Meeting 

  • Revocable Living Trust for an individual with outright gifts to beneficiaries

  • 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 ($125 per additional deed)

  • Assignment of Business Interest to Trust Document ($275 per additional business)

  • Request Bank Account Transfer to Trust Letter

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

  • Request Investment Account Change in Beneficiary Letter

  • Request Life Insurance Policy Change in Beneficiary Letter

  • Pourover Will

  • Durable Financial Power of Attorney

  • Durable Healthcare Power of Attorney

  • Advanced Healthcare Directive (“Living Will”)

  • 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: $750 – or – $1,100 w/ sub-trusts for children or other beneficiaries

©2019