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.