• Revocable Living Trust (for a married couple, the software automatically determines the correct type of trust — whether a “simple trust”, a “disclaimer trust”, an “A/B trust” or a “Q-Tip trust”)
  • “Pour-Over” Will
  • Certification of Trust
  • Declaration of Trust
  • Assignment of Personal Property
  • General Durable Power of Attorney
  • Health Care Powers (including a “Living Will and Mental Health Care Power of Attorney”) which are HIPAA compliant
  • Burial Instructions
  • Distribution of Personal Property Instruction Form
  • Deed for Residence (if needed)
  • Deed for other Real Property (if needed)
  • Deed for Mineral/Oil & Gas Interests (if needed)
  • Letter of Instructions to Bank
  • Letters of Instruction for Brokers, Mutual Funds and Direct Registration Accounts (if needed)
  • Stock Powers and transmittal letters for stock certificates held by you (if needed)
  • Letters of Instruction for Life Insurance, IRA’s and Annuities (if needed)
  • Assignments for Business Interests, General and Limited Partnerships, LLC’s, Notes and Deeds of Trusts, etc. (again, if needed)
  • Affidavit of Death of Joint Tenant (if property is still held in Joint Tenancy with a deceased spouse)
  • Explanation of Estate Planning Provisions
  • Signing Instructions
  • Funding Instructions (for after-acquired assets)