Documents Included

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Documents Included

  • Revocable Living Trust (for a married couple, the software automatically determines the correct type of trust — whether a “simple trust”, a “disclaimer trust”, an “A/B trust” or a “Q-Tip trust”)
     

  • “Pour-Over” Will
     

  • Certification of Trust
     

  • Declaration of Trust
     

  • Assignment of Personal Property
     

  • General Durable Power of Attorney
     

  • Health Care Powers (including a “Living Will and Mental Health Care Power of Attorney”) which are HIPAA compliant
     

  • Burial Instructions
     

  • Distribution of Personal Property Instruction Form
     

  • Deed for Residence (if needed)
     

  • Deed for other Real Property (if needed)
     

  • Deed for Mineral/Oil & Gas Interests (if needed)
     

  • Letter of Instructions to Bank
     

  • Letters of Instruction for Brokers, Mutual Funds and Direct Registration Accounts (if needed)
     

  • Stock Powers and transmittal letters for stock certificates held by you (if needed)
     

  • Letters of Instruction for Life Insurance, IRA’s and Annuities (if needed)
     

  • Assignments for Business Interests, General and Limited Partnerships, LLC’s, Notes and Deeds of Trusts, etc. (again, if needed)
     

  • Affidavit of Death of Joint Tenant (if property is still held in Joint Tenancy with a deceased spouse)
     

  • Explanation of Estate Planning Provisions
     

  • Signing Instructions
     

  • Funding Instructions (for after-acquired assets)

Chad Anderson Law Firm is focused on providing prompt and efficient legal services clients across the state of North Dakota. The primary focus of the practice will be in Bankruptcy, Debtor/Creditor Law, Estate Planning, and Probate Law. 

© Chad Anderson Law Firm 2020

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701-214-5277

Email

chad@chadandersonlaw.com

Address

407 East Avenue C. Bismarck

ND 58501