This estate planning package for couples provides all the required documents to help you plan for the best possible situation for you and your family. The basic estate planning documents package includes a Revocable Living Trust, Pour-Over Will, General Durable Power of Attorney, Advanced Health Care Directive, and Trustee Attestation.
A Revocable Living Trust is a legal document that allows you to transfer ownership of your assets from you to the trust. This document will specify who should receive your assets upon your death and who will be responsible for administering the trust. It also ensures that your assets are managed and distributed according to your wishes. Here, we do basic A-B Trust, QTIP planning for couples. ADVANCED gifting strategies are EXTRA!
A Pour-Over Will is a document that ensures all of your assets are transferred to the trust upon your death. It also outlines what will happen to any assets that are not already included in the trust.
A General Durable Power of Attorney is a document that allows you to designate someone to manage your finances and make decisions on your behalf in the event that you become incapacitated.
An Advanced Health Care Directive is a document that outlines your wishes regarding medical treatment if you become unable to make decisions on your own.
Finally, the Trustee Attestation is a document that states that the trust is valid and that the trust is being administered according to your wishes.
This basic estate planning documents package contains all the documents you need to ensure that your assets are managed and distributed according to your wishes. It is a simple and cost-effective way to ensure that your assets are taken care of and that your loved ones are provided for. CHOOSE EITHER INDIVIDUAL OR COUPLE’S PACKAGE.
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