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)