COMPLETE
ESTATE
PLANNING PORTFOLIO
Execution
Documents:
Revocable Living Trust:
Avoids Living Probate, Death Probate and reduces or eliminates federal
estate taxes
Pour Over Will:
Transfers any assets outside the Trust into the Trust and provides a
guardian for your minor children
Durable
Power of Attorney:
Authorizes someone to manage your property and affairs if you become
incapacitated
Health
Care Proxy / Living Will:
Authorizes a person of your choosing to make Health Care decisions if
you become incapacitated.
Nominee Realty
Trust:
Transfers
real estate from your name to trust name, which eliminates probate
Binder
Documents:
Introduction:
An overview of
your Estate Plan
Key Information:
Information that you should find helpful in administering your Estate
Plan
Funding
Instructions:
General instrucions about transferring assets owned by you into your
respective Trusts
Abstract of Living Trust:
Summary copy of selected portions of your Living Trust
Transfer Documents:
Documents necessary to transfer real property to your Trusts
Schedule of Trust Assests:
A place to lest all property which you intend to have included in your
Trusts
Minutes of Trust:
A helpful way to direct your successor trustees in the distribution
of specific Trust assets
Memorial Instructions:
Your wishes with regard to your burial and memorial service arrangements
Anatomical
Gift Declaration:
Authorizes organ donations
Life
Insurance:
A summary of your life insurance policies
Location List:
Where all important documents are located and who to notify in case
of death or incapacity
Personal Effects:
Your directions to your trustees on the disposition of select personal
effects