At TuckerAllen, estate planning is all they do! Whether you need a will or trust, long-
term care planning for a loved one, a special needs trust, or more, you've come to the
right place . At TuckerAllen, they listen, they explain, and they answer every question.
Only then do they offer advice. Their estate planning attorneys are knowledgeable and
friendly, and the estate plan they create for you will be specifically prepared and
personalized to meet your needs and reflect your wishes.
This Auction Item includes one FREE Couples Trust Package, Valued at $1,750.
Included in this Couples Trust Package:

LAST WILL and TESTAMENT
A Last Will and Testament provides instructions to the probate court indicating your exact
wishes about who will care for your children, who is in charge of implementing your wishes (your executor) and how your property will be distributed. Your will and all other documents filed with the probate court will be public record.

REVOCABLE TRUST
A Revocable Trust accomplishes everything that a will does, but with the distinct
advantage of avoiding the probate court process. "Revocable" means that you retain
control over your finances, possessions, and wishes during your lifetime. At any time,
you can change your mind by amending or even revoking your Revocable Trust.

POUR-OVER WILL
A Pour-Over Will is used in conjunction with a revocable trust. It acts as a safety net to
ensure that any property not transferred into your trust during your lifetime "pours into" it
upon your death.

FINANCIAL POWER OF ATTORNEY
A Financial Power Of Attorney gives the person you designate the power to handle your
financial decisions, such as paying your bills or filing your taxes.

HEALTHCARE DIRECTIVE (LIVING WILL)
A Healthcare Directive tells your physician and family the extent of medical care you
wish to receive if you are unable to communicate these things yourself.

MEDICAL POWER OF ATTORNEY
A Medical Power of Attorney gives the person you designate the legal authority to make
medical decisions on your behalf if you are unable to do so.

HIPAA RELEASE
A HIPAA Release gives your physician permission to discuss your personal medical
information with the person you have granted your medical power of attorney, as well as
any others whom you may choose to designate.

BENEFICIARY DEED
Filed with the Recorder of Deeds, a beneficiary deed avoids the probate court process
and transfers title to your property to your designated beneficiary (including your
revocable trust) upon your death. Your real estate remains titled in your name during
your lifetime, and you're always free to change or revoke your beneficiary deed. If you
own property beyond your primary residence, we can draft additional deeds for an
additional fixed fee of $100 per beneficiary deed. We will provide instructions on how to
file your deeds with the Recorder of Deeds Office or if you'd like, we would be happy to
file them on your behalf for a fixed fee of $100 per deed.

Donated By: TuckerAllen Estate Planning Attorneys