(18 Documents + 5 Appointments)

• The Plus Trust Package works best for someone who is creating their first living trust.  Simply because you have never done this before, you can expect to have many questions through the process.  This Package has worked very well for clients who are:

  • Creating their first living trust;

  • Want an opportunity and time to ask questions;

  • Want to review drafts before signing;

  • Want dedicated time to understand trust funding;

  • Want an opportunity to ask questions after starting their trust funding; and

  • Want to transfer their home into their trust.

• The documents you prepare in this Package will avoid probate during life and after death if you follow through with all instructions regarding the funding of your trust.  If you do not follow through, your family may still be required to go through probate.  Typical costs for an uncontested probate are $25,000 during life and $10,000 after death.

• Five Appointments:  You get one-on-one help with this Service Package at five appointments with our team.  At these appointments, you will accomplish the following.

  • Design Appointment:  This appointment is a Design Appointment with one of our qualified estate planning attorneys where you can ask any questions you want.  You will get legal advice about any issues relating to the documents that will be created for you.  You will get answers to questions about who should be your trustee, who should be your power of attorney, and who can serve as your healthcare agent, among other things.

  • Drafts Appointment:  This appointment is for you to review the portions of your estate plan that were customized for you.  NOTE: You will review a Summary of the documents, not the hundreds of pages of the final documents.  We do not ask our clients to review and approve the necessary and critical boilerplate of the documents that we have crafted over the decades of our experience.  We only ask you to review and approve the portions of the documents that are customized for your particular situation.

  • Signing Appointment:  This appointment is a Signing Appointment with our estate planning team members.  At this appointment, you will again review the portions of the documents that were customized based on the decisions you made at your Design Appointment.  If those portions look correct, you will sign your legal documents.  After you sign, our team will witness and notarize the documents, including the deed for your house if needed.  All documents are valid immediately. Our team will also show you how to fund your trust and how to use your Certificate of Trust.  Your homework after this appointment is to fund your trust.  We will then scan an electronic version into our database for safekeeping and the originals will be prepared for pick up at your final appointment.

  • Delivery Appointment:  At this appointment, we will deliver to you the final, signed original estate planning documents. We will advise you how to store these so that they are accessible in an emergency.  We will also teach you additional information about funding your trust.  And, you will record your first Legacy Interview for your loved ones.

  • Funding Checkup: Approximately 8-12 weeks after your Delivery Appointment, our estate planning team will have a phone call with you to confirm that your trust is funded correctly.  You may ask any questions about trust funding, but most of our clients by this point are either done with the project or have realized they need help in funding their trust and engage us for that service.

• 18 Documents:

  • Revocable Living Trust

  • Real Estate Transfer Deed

  • Trust Summary

  • Certification of Trust

  • Pour-Over Will

  • Ethical Will Outline

  • Nominations Summary

  • Financial Power of Attorney

  • Assignment of Personal Property

  • Personal Property Memorandum

  • e-State Plan Chart

  • Health Care Power of Attorney

  • HIPAA Authorization

  • Living Will

  • Health Care Registration

  • Memorial Instructions Sheet

  • Certificate of No Elder Abuse

  • After-Death Checklist