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 additional deed

• Assignment of Business Interest to Trust Document 

• 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