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Living Trust Estate Planning
$1200 current bid
7 Bids
FMV: $3000
Description of the Item:
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COMPREHENSIVE LIVING TRUST ESTATE PLAN prepared by TRESP, DAY & ASSOCIATES, INC.
Valued at $3,000
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
Winner will need to contact Tresp, Day & Associates, Inc. within 3 months following receipt of the certificate.
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Donated By Tresp, Day & Associates, Inc.