Estate Planning

Estate Planning

It isn’t just about creating a set of documents left to sit; it’s about maintaining, funding, and settling them when the time comes.
The US legal system is expensive, but protecting your family shouldn't be. Many people don't have an estate plan because they can't justify many hours of attorney fees.

We believe that everyone should have access to affordable, attorney drafted solutions to protect their family and give them peace of mind. The law is complex, but we make it easy.

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Let us know what works best for you.

Your Personalized Plan Includes:

Revocable Living Trust

  • The Revocable Living Trust is the centerpiece of your Estate Planning Portfolio.
  • The trust is completely under your control. As the name implies, your trust is fully revocable while you are alive. You may alter, amend (in whole or in part), or even revoke your trust at any time. You can transfer your assets back out of your trust just as easily as you can transfer your assets into your Trust.

Last Will and Testament

  • The Last Will and Testament included in your document set is better described as a "Pour-Over Will". It is used in conjunction with a Revocable Living Trust and its primary function is to convey everything you have forgotten to fund into the trust prior to your death (hence "pour-over").
  • Please note that unless your remaining assets are minimal in value, all non-trust (un-funded) assets must go through probate first. So be sure to use the Comprehensive Funding Kit (below) to keep your asset funding up-to-date.
  • In addition you may appoint guardians for your minor or disabled adult dependents so you can be assured who will take custody.

Durable Powers of Attorney

  • "Durable" means that the appointment of the power will "endure" even after your incapacitation.
  • A Power of Attorney will give your appointed agent the power to make certain decisions on your behalf when you are unable to do so.

Living Will and Advanced Medical Directives

  • Living Will and Advanced Health Care Directives allow you to determine how you want medical care administered if you have a terminal illness or are in a comatose state.
  • If such a condition should happen to you, these instruments will serve to give notice to medical professionals your wishes (such as if you desire whether or not to be kept alive by artificial means).
  • Your Living Will agents are also considered to be the guardian of your person. In most cases, your Advanced Health Care Directive can take the place of a Living Will.

Certificate of Trust

  • The Certificate of Trust is primarily for providing evidence to a transfer agent (brokers, bankers, account managers etc.) about certain facts concerning your trust.
  • This document helps protect your privacy by not disclosing the full details of your trust when funding assets into your trust.

Comprehensive Asset Funding Kit

  • Your Trust is like an empty basket. You must fill this basket with your assets by transferring them into the Trust. This process is called "Funding".
  • To avoid probate, its vital to fully fund your trust once completed, so we have developed our exclusive Funding Kit to help you through the process of moving your assets into the Trust, (called "Funding"). 
  • The Funding Kit provides detailed instructions on nearly every possible type of asset and how you can fund it into your Trust.
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