Estate Planning & Living Trust
We Provide Turnkey Customized Notarized Living Trusts, Wills, Financial & Healthcare Power of Attorney Documents. Our Forms Have Been Vetted and Developed by Seasoned Veteran Estate Planning Attorneys and We Gather the Critical Information Directly from the Client, Insert Into the Forms and Execute the Documents Via Notarization.
California Living Trust Package
Certificate of Trust
Identifies the Owner of Trust
Manager(s) of the Trust
Defines the Powers of the Trust
Trust Agreement
Outlines details of the Agreement w/Owner of the Trust
Defines the Beneficiaries (People who receive the inheritance) of the Trust Assets
Details outlined of the Powers of the Trust and how the Trustee(s) manage the Trust Assets
Spells out who the Trustee(s) interact or are replaced
Pour-Over Will
Works in conjunction with your trust and ensures any remaining assets automatically transfer to a previously established trust upon death.
Advanced Healthcare Directive
Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.
Medical Disclosure/Healthcare Power of Attorney (POA)
Assigns legal responsibility to specific agent of your choice for Healthcare decisions w/Specific Power of Attorney.
Financial Power of Attorney (POA)
Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.
Schedule of Assets
List of financial accounts, properties, business interests, life insurance, retirement accounts, etc.
Re-Titled Assets/Grant Deeds
Detailed documents illustrating Pro perty Deeds and Ownership Information
California Will Package
Purpose of a Will
Who receives your possessions when you pass away
Who cares for your minor children if you are unable to
Your end-of-life decisions and who can speak on your behalf
Who may handle your financial and legal matters
Advanced Healthcare Directive
Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.
Medical Disclosure/Healthcare Power of Attorney (POA)
Assigns legal responsibility to specific agent of your choice for Healthcare decisions w/Specific Power of Attorney
Financial Power of Attorney
Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.
Schedule of Assets
List of financial accounts, properties, business interests, life insurance, retirement accounts, etc.
Estate Planning & Living Trust
We Provide Turnkey Customized Notarized Living Trusts, Wills, Financial & Healthcare Power of Attorney Documents. Our Forms Have Been Vetted and Developed by Seasoned Veteran Estate Planning Attorneys and We Gather the Critical Information Directly from the Client, Insert Into the Forms and Exec ute the Documents Via Notarization.
California Living Trust Package
Certificate of Trust
Identifies the Owner of Trust
Manager(s) of the Trust
Defines the Powers of the Trust
Trust Agreement
Outlines details of the Agreement w/Owner of the Trust
Defines the Beneficiaries (People who receive the inheritance) of the Trust Assets
Details outlined of the Powers of the Trust and how the Trustee(s) manage the Trust Assets
Spells out who the Trustee(s) interact or are replaced
Pour-Over Will
Works in conjunction with your trust and ensures any remaining assets automatically transfer to a previously established trust upon death.
Advanced Healthcare Directive
Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.
Medical Disclosure/Healthcare Power of Attorney (POA)
Assigns legal responsibility to specific agent of your choice for Healthcare decisions w/Specific Power of Attorney.
Financial Power of Attorney (POA)
Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.
Schedule of Assets
List of financial accounts, properties, business interests, life insurance, retirement accounts, etc.
Re-Titled Assets/Grant Deeds
Detailed documents illustrating Pro perty Deeds and Ownership Information
California Will Package
Purpose of a Will
Who receives your possessions when you pass away
Who cares for your minor children if you are unable to
Your end-of-life decisions and who can speak on your behalf
Who may handle your financial and legal matters
Advanced Healthcare Directive
Designates who may make health care decisions for you if you become incapacitated. Also directs whether life support is desired when terminally ill.
Medical Disclosure/Healthcare Power of Attorney (POA)
Assigns legal responsibility to specific agent of your choice for Healthcare decisions w/Specific Power of Attorney
Financial Power of Attorney
Appoints an agent who may run your business, and all your financial affairs, including but not limited to money management and bill paying — if you are incapacitated and unable to.
Schedule of Assets
List of financial accounts, properties, business interests, life insurance, retirement accounts, etc.
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619-352-0411