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ESTATE PLANNING
All of the documents below will be completed and sent to your email. You will be responsible for printing, filing and all other steps necessary to effectively complete the process.
Please note, we do have print services available with delivery directly to your house for an additional $50.
Third Party Family Fund Trust
A third-party trust, also known as a supplemental needs trust or special needs trust, is a legal arrangement designed to hold and manage assets for the benefit of a person with disabilities or special needs. The trust is established and funded by someone other than the beneficiary (such as a parent, grandparent, or legal guardian), hence the term "third-party."
Revocable Living Trust Package - Couple
This package includes:
Trust - including Homestead Trust internally
Certification of Trust
Pour Over Will
Durable Power Attorney
Medical Power of Attorney
Designation of Preneed Guardian
Living Will
Homestead Trust Deed
Educational Materials on how to avoid Probate
Revocable Living Trust Package - Single person with minor children
This package includes:
Trust
Certification of Trust
Pour Over Will
Durable Power Attorney
Medical Power of Attorney
Designation of Preneed Guardian for you and your power of attorney
Power of attorney for your minor children
Living Will
Educational Materials on how to avoid Probate
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