
Documents Included
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Documents Included
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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”)
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“Pour-Over” Will
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Certification of Trust
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Declaration of Trust
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Assignment of Personal Property
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General Durable Power of Attorney
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Health Care Powers (including a “Living Will and Mental Health Care Power of Attorney”) which are HIPAA compliant
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Burial Instructions
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Distribution of Personal Property Instruction Form
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Deed for Residence (if needed)
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Deed for other Real Property (if needed)
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Deed for Mineral/Oil & Gas Interests (if needed)
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Letter of Instructions to Bank
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Letters of Instruction for Brokers, Mutual Funds and Direct Registration Accounts (if needed)
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Stock Powers and transmittal letters for stock certificates held by you (if needed)
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Letters of Instruction for Life Insurance, IRA’s and Annuities (if needed)
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Assignments for Business Interests, General and Limited Partnerships, LLC’s, Notes and Deeds of Trusts, etc. (again, if needed)
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Affidavit of Death of Joint Tenant (if property is still held in Joint Tenancy with a deceased spouse)
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Explanation of Estate Planning Provisions
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Signing Instructions
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Funding Instructions (for after-acquired assets)