Estate Planning
Revocable Living Trust
A Revocable Living Trust is a trust document created by an individual that can be changed over time.
Revocable Living Trusts are used to avoid probate and to protect the privacy of the trust owner and beneficiaries of the trust as well as minimize estate taxes.
Certification of Trust
A certificate of trust is used by an acting trustee or trustees of a trust to prove to financial institutions or other third parties that he/she/they has/have the authority to act on behalf of the trust.
Pour-Over Will
A Pour-Over Will is a legal document that ensures an individual's remaining assets will automatically transfer to a previously established trust upon their death.
Making a Pour-Over Will means you don’t have to transfer every minor asset into your living trust. Also, if you name your trust as the sole beneficiary or the residuary beneficiary of your will, the pour-over will cover any property that you might have neglected to transfer to the trust during your life.
Trust Transfer Deed
To transfer real estate (also called real property) into your Living Trust, you must prepare and sign a new deed to transfer ownership.
Notarization of the Living Trust
We do this in-house. No need to seek out a Notary.
Durable Power of Attorney
If you are ill or injured and unable to take care of your important financial matters yourself, consider making a Durable Power of Attorney for finances in which you name a trusted person to handle basic financial tasks for you, like: paying bills, collecting government benefits, managing investments, etc.
Advance Health Care Directive
No matter what your age or health, you should consider making a Health Care Directive in which you state in writing the kind of medical care you want to receive if you are close to death or in a permanent command name someone to oversee your wishes. Everyday people are injured in accidents and wind up in hospitals. If they have not made their wishes clear, confusion and disagreement about treatment can be tough to close relatives.
Name a Guardian in your Will
A will is the only legal document in which you can name a guardian for your children. The guardian you choose would raise the children in the unlikely event that both you and any other legal parent couldn’t If you fail to name a guardian, a court will appoint someone if it’s ever necessary.
Final Agreement Document
You can write your wishes about whether you want a burial or cremation (or something else). You can describe the sort of commemorative ceremony you have in mind or any other thoughts you have about your final arrangements.