20 Step Estate Planning Portfolio
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1. Initial Interview & Determinations:
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$FEE WAIVED
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2. Preparation of the Trust
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3. Attorney / Client Meeting:
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Attorney Explains All Documents Paragraph
By Paragraph So You Fully Understand |
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4. Revocable Living Trust:
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Avoids Probate & Conservatorship & Reduces
Reduces Estate Taxes |
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5. Pour Over Will:
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Transfers Any Assets Outside The Trust
Into The Trust |
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6. Physicians Directive:
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Authorizes Termination Of Life Support Systems
If There Is A Terminal Illness |
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7. Health Care Power Of Attorney:
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Authorizes Someone To Make Healthcare Decisions For You If You Become Incapacitated
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8. Durable Power of Attorney for Finances:
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Authorizes Someone To Make Financial Decisions For You If You Become Incapacitated
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9. Trust Amendment Forms:
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Allows You to Make Changes To The Trust
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10. Successor Trustee Checklist:
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Step By Step Explanation Of What To Do At Death Or Disability In Plain English
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11. Property Agreement:
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Transfer of Residence Into Trust Name
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12. Homestead:
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Protects Up To $550,000 From Creditors
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13. Recording Of Property:
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Deed, Homestead & Conveyance Form
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14. Certified Copy of Living Trust:
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Original Trust; Bound & Indexed
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15. Successor Trustee Copies:
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Necessary Pages Of Trust With Checklist Of What To Do At Death Or Disability
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16. Trust Funding:
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Assistance With Funding Of Trust
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17. Funding Review:
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Review Of Assets For Proper Titlement
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18. Notary Of All Documents:
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Free Lifetime Service
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19. Annual Trust Reviews:
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Review Of Assets & Trust Amendments
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20. Website:
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Unlimited Access To Interactive Website Updated Monthly
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