Individual Trust Plan
This package includes the following:
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Initial Meeting
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Planning Meeting
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Revocable Living Trust for an individual with outright gifts to beneficiaries
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Declaration of Trust
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Certification of Trust Establishment and Authority
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Assignment of Personal Property Declaration
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Instructions for the Distribution of Personal Property
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Transfer of Residence to Trust Deed additional deed
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Assignment of Business Interest to Trust Document
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Request Bank Account Transfer to Trust Letter
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Request IRA Change in Beneficiary Letter (Discuss “Living Trust” v. “IRA Beneficiary Trust” as beneficiary)
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Request Investment Account Change in Beneficiary Letter
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Request Life Insurance Policy Change in Beneficiary Letter
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Pourover Will
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Durable Financial Power of Attorney
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Durable Healthcare Power of Attorney
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Advanced Healthcare Directive (“Living Will”)
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HIPAA Authorization and Waiver
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Final Disposition Instructions
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Custom drafting for specific wishes after working documents created pursuant to client questionnaire
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Plan Review and Signing Meeting
Cost: $750 – or – $1,100 w/ sub-trusts for children or other beneficiaries