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Individual Will
Couples Will
Individual Living Trust
Couples Living Trust
Documents included with a Trust Package:
  1. Living Trusts (including Restated Amendments)

    • a. "Non-Traditional Couple" Trust option
    • b. Joint or Reciprocal Trust Versions for Married Clients include:
      • i. Simple, probate avoidance Trust
      • ii. Disclaimer Trust
      • iii. "A/B" Trust
      • iv. "Intentionally defective" Marital Deduction Trust (to protect the "step-up" at the 2nd death)
      • v. "QTIP" Trust (either pecuniary or fractional share) with optional "Clayton Election"
      • vi. "QDOT" provisions for a non-citizen spouse
    • c. Specific Distribution Provisions include:
      • i. Specific Sum and /or Percentage (individual or class gift)
      • ii. Gift of Real Property
      • iii. Option to Purchase Real Property
      • iv. Life Interest in Real Property
      • v. Life Interest in Cash or Percentage
      • vi. Gift of Business Interest
      • vii. Forgiveness of Debt
      • viii. "Special Needs Trust"
      • ix. Pet Trust
      • x. Charitable Foundation
    • d. Residual Distribution Provisions include:
      • i. "Per Stirpes" with trusts for grandchildren
      • ii. Allocations between specified beneficiaries by shares or percentages
      • iii. Delay for children to specified age or ages
      • iv."Family Pot" Trust
      • v. Generation-Skipping Trusts
      • vi. "Dynasty Trust"
  2. Pour-Over Wills

  3. Certificate of Trust

  4. Declaration of Trust

  5. Assignment of Personal Effects

  6. Instructions for the Distribution of Tangible Personal Property

  7. General Powers of Attorney (including option for a "springing powers")

  8. Health Care Directives with "Living Will" (HIPPA compliant)

  9. Stand-alone HIPPA Waivers

  10. Final Disposition ("Burial") Instructions

  11. Client Correspondence (incorporating your letterhead), including:

    • a. Transmittal Letters
    • b. Summary of Estate Planning Provisions
    • c. Signing Instructions
    • d. Trust Funding Instructions (for after-acquired assets)
  12. Transfer Documents

    • a. State specific Deeds for real property
    • b. Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.
    • c. Assignments of Deeds of Trust, limited and general partnership interests, business interests, etc.
    • d. Requests for change of beneficiary designations for life insurance, retirement benefits, etc.
    • e. Affidavits of death
Custom Binding Service

Protect and store your valuable estate planning documents in our attractive binder. When you purchase our Custom Binding services we will:
  • Print your estate planning documents on Archival Quality Paper
  • Organize your documents using our custom tabs
  • Insert the documents into the Estate Planning binder
  • And ship directly to your home