COMPREHENSIVE LIVING TRUST ESTATE PLAN
prepared by
TRESP, DAY & ASSOCIATES, INC.

Valued at $3,800

Benefits of a Living Trust Estate Plan

• Avoids probate at death, including multiple probates if you own property in other states
• Prevents court control of assets at incapacity
• Preserves privacy both during incapacity and at death
• Allows for more efficient distribution of assets to beneficiaries on death
• Permits you to retain control as you may revoke or change your plan
• 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
• Durable Powers of Attorney for Funding
• 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

Please contact TRESP, DAY & ASSOCIATES, INCORPORATED ("TDAI") within three (3) months of obtaining this certificate to schedule an initial appointment with an attorney to begin preparation of your comprehensive Living Trust Estate Plan. Present this certificate to the attorney at your initial appointment. *We ask that you be responsive and timely in coordinating with TRESP, DAY & ASSOCIATES, INCORPORATED so that all work can be completed within 12 months of the auction date.

* Does not include planning to avoid the generation skipping transfer tax (generally relevant only if a large amount of assets will be transferred to beneficiaries more than one generation below you), planning to avoid transfer taxes that may be imposed by jurisdictions other than California and the Federal Government, any planning regarding irrevocable trusts (including life insurance trusts) or development and implementation of a gifting strategy to minimize transfer taxes (usually necessary only for combined transfers that would otherwise exceed the current applicable estate tax exclusion amount). This engagement also excludes any duty for us to monitor changes in your situation, advise you of future developments in the law, or to supervise the execution and use of the documents we will draft, or the actual transfer of assets into your trust.

** Certain asset transfer documents will be prepared using descriptions furnished by you. We cannot assume responsibility for verifying that such descriptions are accurate or for determining whether there are any conditions that would make transfer impossible or undesirable (as is often the case with partnership interests). If you have any assets on which you want our advice concerning the effect of a transfer, such advice will be separately billed outside the fixed fee. A completed transfer document for your California primary residence is included in this offer and TDAI will provide blank transfer forms for any additional California real properties, upon your request. For real property outside California, please consult an attorney in the state in which the property is located to assist you with the transfer. You will be responsible for paying any filing or recording fees.