COMPREHENSIVE LIVING TRUST ESTATE PLAN

prepared by

TRESP, DAY & ASSOCIATES, INC.

Valued at $3,800

Providing exceptional estate planning and asset protection legal services since 1992.

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
• 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

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