ESTATE PACKAGES
SELF PREPARED
ATTORNEY REVIEWED
ATTORNEY PREPARED

Complete Trust Package Includes

Revocable Trust, Trust Synopsis (in plain English not legalese), Pour-over Will(s), Certificate of Trust, Durable Power of Attorney for Business Affairs, Health Care Proxy, Form Letter with instructions for Distribution of Personal Property, Declaration of Community Property (where appropriate), Instructions for transferring assets to Revocable Trust, Burial Instructions & 30 Minute consultation with Estate Planning Attorney.

Complete Will Package Includes

Wills, Durable Power of Attorney for Business Affairs, Health Care Proxy, Form Letter with instructions for Distribution of Personal Property, Summary cover letter explaining documents, Burial Instructions & 30 Minute consultation with Estate Planning Attorney.