Elite Trust Package for Married Couples
Our most comprehensive estate plan, covering all advanced planning needs.
This package includes all of the following services:
Trust Summary
Advanced Revocable Living Trust
Pour-Over Will x2
Name and Fiduciary Summary
Trust Quick Reference Page
Funding Instructions
Power of Attorney x2
Certificate of Trust/Affidavit of Trust
Assignment of Personal Property x2
Deed Preparation and Recording
Affidavit Regarding Residence in Trust
Registration of Trust
Information to Healthcare Agent x2
Advanced Healthcare Directive x2
HIPPA Waiver x2
Remembrance and Services Memorandum x2
Personal Property Memorandum x2
In Person or Remote Signing Meeting (your choice)
Custom Compiled Binder
Printing/Mailing of Binder (if executed remotely)
Our most comprehensive estate plan, covering all advanced planning needs.
This package includes all of the following services:
Trust Summary
Advanced Revocable Living Trust
Pour-Over Will x2
Name and Fiduciary Summary
Trust Quick Reference Page
Funding Instructions
Power of Attorney x2
Certificate of Trust/Affidavit of Trust
Assignment of Personal Property x2
Deed Preparation and Recording
Affidavit Regarding Residence in Trust
Registration of Trust
Information to Healthcare Agent x2
Advanced Healthcare Directive x2
HIPPA Waiver x2
Remembrance and Services Memorandum x2
Personal Property Memorandum x2
In Person or Remote Signing Meeting (your choice)
Custom Compiled Binder
Printing/Mailing of Binder (if executed remotely)
Our most comprehensive estate plan, covering all advanced planning needs.
This package includes all of the following services:
Trust Summary
Advanced Revocable Living Trust
Pour-Over Will x2
Name and Fiduciary Summary
Trust Quick Reference Page
Funding Instructions
Power of Attorney x2
Certificate of Trust/Affidavit of Trust
Assignment of Personal Property x2
Deed Preparation and Recording
Affidavit Regarding Residence in Trust
Registration of Trust
Information to Healthcare Agent x2
Advanced Healthcare Directive x2
HIPPA Waiver x2
Remembrance and Services Memorandum x2
Personal Property Memorandum x2
In Person or Remote Signing Meeting (your choice)
Custom Compiled Binder
Printing/Mailing of Binder (if executed remotely)