Documents Included in Premium Trust Package
- Revocable Living Trust
- Pour-Over Wills
- Certificate of Trust
- Declaration of Trust
- Assignment of Personal Property
- Instructions for the Distribution of Tangible Personal Property
- General Powers of Attorney
- Health Care Directives with "Living Will" (HIPPA Compliant)
- Stand-Alone HIPPA Waivers
- Final Disposition ("Burial) Instructions
- Summary of Estate Planning Provisions
- Signing Instructions
- Trust Funding Instructions
- State Specific Deeds for Real Property
- Letters of Instruction for re-titling to banks, transfer agents, brokerage firms, mutual funds, etc.
- Assignments of Deeds of Trust, limited and general partnership interests, business interests, etc.
- Requests for change of beneficiary designations for life insurance, retirement benefits, etc.