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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 Property 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.
Young Adult Financial Power of Attorney
Create a Financial Power of Attorney for your Young Adult
This important document makes sure that your Young Adult’s (Ages 12-30) personal affairs can be property handled without the delay and cost of court intervention.
Power of Attorney; Attorney-In-Fact appoints you as your Young Adult’s Agent and relays the authority to do some or all of the following:
Access assets to pay for everyday expenses
Handle transactions with banks and other financial institutions
Buy, sell, maintain, pay taxes on and mortgage real estate and other property
File and pay taxes
Manage retirement accounts
Collect benefits from Social Security, Medicare or other government programs or civil or military service
Invest money in stocks, bonds and mutual funds
Buy and sell insurance policies and annuities
Operate small business
Claim or disclaim property
Make gifts of assets to organizations and individuals
Transfer property to an existing Living Trust
Young Adult Advanced Healthcare Directive
Documentation that states your Young Adult’s desires about their healthcare decisions in the case they are unable to make their own decisions and choose who may speak on on their behalf.
The Agent in the Healthcare Directive has the power to:
Give approval for or refuse any care or treatment affecting your physical or mental condition
Choose or fire health care providers and institutions
Approve or reject tests, surgery, and medication associated with your care
Direct whether you can receive healthcare such as artificial nutrition or be removed from life support
Make decisions on donating your organs or authorize an autopsy
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