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Living Trust Estate Planning
$700 current bid
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FMV: $3000
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Comprehensive Living Trust Estate Plan prepared by Tresp, Day & Associates, Incorporated. Retail value of $3,000.
**IMPORTANT**: FOR FULL TERMS AND CONDITIONS, PLEASE SEE ATTACHED IMAGE OF CERTIFICATE LETTER. (GiveSmart's character limits prevent listing the full terms and conditions.)
Benefits of a Living Trust Estate Plan
- Avoids probate at death, inc. multiple probates if you own property in other states
- Prevents court control of assets at incapacity
- Provides maximum privacy
- Allows for quicker distribution of assets to beneficiaries on death
- Can be revoked or changed by you
- Can reduce or eliminate estate taxes
- Can protect minors by allowing specific estate distribution instructions
Documents Included in the Living Trust Estate Plan
- Revocable Living Trust (Disclaimer or A/B/QTIP provisions, if married and if appropriate)
- Trustee's Certification of Living Trust
- Community Property Agreement (if both spouses choose to have one and appropriate)
- Pour-over Wills
- Uniform Statutory Form Power of Attorney for Property
- Durable Powers of Attorney for Funding and for Special and Limited Powers
- Advance Medical Directive (Power of Attorney for Health Care) with HIPAA Release forms
- General Asset Transfer Documents and Letters
- Specific transfer documents (Quitclaim or Trust Transfer Deed for Primary Residence**)
- Explanatory materials regarding selected estate-planning concepts
- Location Lists
- Final Instructions Checklist and Burial Instructions Forms
Donated By Tresp, Day & Associates, Incorporated